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Pultegroup

629 hedge funds and large institutions have $8.27B invested in Pultegroup in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 225 increasing their positions, 245 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% more ownership

Funds ownership: 87.39%87.77% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 245

9% less call options, than puts

Call options by funds: $91.9M | Put options by funds: $101M

4% less funds holding

Funds holding: 653629 (-24)

7% less capital invested

Capital invested by funds: $8.85B → $8.27B (-$583M)

16% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 79

Holders
629
Holders Change
-24
Holders Change %
-3.68%
% of All Funds
10.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
66
Increased
225
Reduced
245
Closed
79
Calls
$91.9M
Puts
$101M
Net Calls
-$9.04M
Net Calls Change
-$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
PFBT
551
Parkside Financial Bank & Trust
Missouri
$15K -$969 -23 -6%
HI
552
Harbour Investments
Wisconsin
$14K +$14.5K +344 New
ZIG
553
Zullo Investment Group
Pennsylvania
$12K +$42 +1 +0.3%
CFGS
554
Concourse Financial Group Securities
Alabama
$12K +$3.2K +76 +35%
BFPW
555
BOK Financial Private Wealth
Colorado
$12K +$12.7K +302 New
SSB
556
Sandy Spring Bank
Maryland
$11K -$31.6K -750 -72%
BAM
557
Byrne Asset Management
New Jersey
$11K -$842 -20 -7%
CWC
558
Carolinas Wealth Consulting
North Carolina
$11K
JFGIW
559
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K
SIC
560
Salem Investment Counselors
North Carolina
$11K +$12K +285 New
Bank of Montreal
561
Bank of Montreal
Ontario, Canada
$10.1K -$2.49M -59,182 -19%
SAM
562
Strategic Asset Management
Minnesota
$10K
SFCL
563
Strengthening Families & Communities LLC
Massachusetts
$9K
SWA
564
Sutton Wealth Advisors
Florida
$9K -$716 -17 -7%
CB
565
Community Bank
New York
$8K
PB
566
Pinnacle Bancorp
Nebraska
$8K
CI
567
CX Institutional
Indiana
$8K +$8K +190 New
FMP
568
Financial Management Professionals
Texas
$7K -$9.81K -233 -57%
BWM
569
Baystate Wealth Management
Massachusetts
$7K
BWM
570
BerganKDV Wealth Management
Minnesota
$7K
LSA
571
Lansing Street Advisors
Pennsylvania
$7K
CAC
572
Core Alternative Capital
Georgia
$7K +$1.6K +38 +26%
JWA
573
JFS Wealth Advisors
Pennsylvania
$7K +$2.23K +53 +45%
FPS
574
Fieldpoint Private Securities
Connecticut
$6K -$1.94K -46 -25%
BBPWM
575
Blue Bell Private Wealth Management
Pennsylvania
$6K

PHM Hedge Fund Activity: Q2 2022 in Review

629 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2022, worth a combined $8.27B — down 6.6% from $8.85B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of PHM and 66 opened new positions — a net loss of 13 holders — while 245 trimmed existing stakes and 225 added.

The largest buyer was Greenhaven Associates, opening a new position worth an estimated $179M. The largest seller was Fidelity Investments, cutting an estimated $60.2M.

  • 629 institutional investors held Pultegroup (PHM) as of Q2 2022, down from 653 in Q1 2022.
  • Funds reported $8.27B of Pultegroup stock for Q2 2022, down 6.6% quarter-over-quarter.
  • 66 funds opened new Pultegroup positions in Q2 2022 and 79 closed out, a net change of -13 holders.
  • The largest Pultegroup buyer in Q2 2022 was Greenhaven Associates, an estimated $179M added.
  • The largest Pultegroup seller in Q2 2022 was Fidelity Investments, an estimated $60.2M sold.

Based on aggregated 13F filings for Q2 2022.