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Pultegroup

759 hedge funds and large institutions have $14.9B invested in Pultegroup in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 278 increasing their positions, 275 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 275

0.26% more ownership

Funds ownership: 90.46%90.72% (+0.26%)

1% less funds holding

Funds holding: 765759 (-6)

5% less capital invested

Capital invested by funds: $15.7B → $14.9B (-$804M)

11% less call options, than puts

Call options by funds: $435M | Put options by funds: $489M

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
759
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
12.05%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
94
Increased
278
Reduced
275
Closed
91
Calls
$435M
Puts
$489M
Net Calls
-$54.4M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
AAM
551
Advisors Asset Management
Colorado
$284K -$374K -4,688 -55%
EDRIA
552
Edmonds Duncan Registered Investment Advisors
Kansas
$284K -$16.5K -207 -5%
VSQM
553
V-Square Quantitative Management
Illinois
$283K +$197K +2,473 +183%
PWS
554
Precision Wealth Strategies
Missouri
$275K +$296K +3,712 New
TA
555
Tectonic Advisors
Texas
$274K +$295K +3,703 New
SOW
556
State of Wyoming
Wyoming
$270K -$227K -2,845 -44%
CCM
557
Coldstream Capital Management
Washington
$269K +$877 +11 +0.3%
AG
558
Ascent Group
Virginia
$266K -$3.03K -38 -1%
WAM
559
Watershed Asset Management
California
$265K -$20K -251 -7%
MOS
560
MGO One Seven
Ohio
$263K -$159 -2 -0.1%
LWM
561
Laidlaw Wealth Management
New York
$263K +$283K +3,545 New
WI
562
Wahed Invest
New York
$261K +$26.1K +328 +10%
HI
563
Horizon Investments
North Carolina
$261K -$15.1K -189 -5%
ATPW
564
Ashton Thomas Private Wealth
Arizona
$260K -$81.2K -1,019 -22%
EFI
565
EHP Funds Inc
Canada
$259K +$279K +3,500 New
FHA
566
First Horizon Advisors
Tennessee
$259K +$1.75K +22 +0.6%
CS
567
Comerica Securities
Michigan
$258K +$51.2K +642 +23%
PGFC
568
Peapack-Gladstone Financial Corp
New Jersey
$258K
AWM
569
Aprio Wealth Management
Georgia
$257K +$54.2K +680 +24%
RA
570
RFG Advisory
Alabama
$253K -$66.3K -832 -20%
DA
571
Denali Advisors
California
$252K -$184K -2,313 -40%
BCM
572
Brown Capital Management
Maryland
$252K
KPWS
573
Kestra Private Wealth Services
Texas
$251K +$5.74K +72 +2%
UFF
574
USA Financial Formulas
Michigan
$249K +$67.2K +843 +33%
BTI
575
Blue Trust Inc
Georgia
$247K +$31.3K +393 +14%

PHM Hedge Fund Activity: Q3 2023 in Review

759 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2023, worth a combined $14.9B — down 5.1% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PHM positions and 91 closed out — a net gain of 3 holders — while 278 added to existing stakes and 275 trimmed.

The largest buyer was Squarepoint, adding an estimated $78.9M. The largest seller was Harris Associates, cutting an estimated $160M.

  • 759 institutional investors held Pultegroup (PHM) as of Q3 2023, down from 765 in Q2 2023.
  • Funds reported $14.9B of Pultegroup stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 94 funds opened new Pultegroup positions in Q3 2023 and 91 closed out, a net change of +3 holders.
  • The largest Pultegroup buyer in Q3 2023 was Squarepoint, an estimated $78.9M added.
  • The largest Pultegroup seller in Q3 2023 was Harris Associates, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2023.