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Pultegroup
PHM

Overview Fund Activity

651 hedge funds and large institutions have $8.82B invested in Pultegroup in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 217 increasing their positions, 254 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
651
Holders Change
-56
Holders Change %
-7.92%
% of All Funds
10.3%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
77
Increased
217
Reduced
254
Closed
122
Calls
$149M
Puts
$105M
Net Calls
+$44.7M
Net Calls Change
+$51.4M

Top Buyers

1
Harris Associates
Harris Associates
Illinois
+$184M
2
First Trust Advisors
First Trust Advisors
Illinois
+$46.2M
3
Invesco
Invesco
Georgia
+$40.7M
4
WCM
Wedge Capital Management
North Carolina
+$36.2M
5
CCMG
Clark Capital Management Group
Pennsylvania
+$24M

Top Sellers

1
AL
Appaloosa LP
New Jersey
-$82.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$79.6M
3
State Street
State Street
Massachusetts
-$59.7M
4
Viking Global Investors
Viking Global Investors
Connecticut
-$52.2M
5
PWAG
Polaris Wealth Advisory Group
California
-$49.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
576
TCWP
Ohio
$16K +$16K +395 New
MA
577
MUFG Americas
New York
$15K – – –
HFS
578
Hantz Financial Services
Michigan
$15K +$15K +369 New
ZIG
579
Zullo Investment Group
Pennsylvania
$13K – – –
BAM
580
Byrne Asset Management
New Jersey
$13K +$6.5K +150 +100%
TWC
581
TD Waterhouse Canada
Ontario, Canada
$12.1K -$116K -2,727 -91%
LWP
582
Lumature Wealth Partners
Georgia
$12K -$10.1K -234 -46%
CWC
583
Carolinas Wealth Consulting
North Carolina
$12K – – –
CA
584
Clearstead Advisors
Ohio
$12K +$9.55K +230 +390%
JFGIW
585
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$11K -$11K -264 -50%
SAM
586
Strategic Asset Management
Minnesota
$11K – – –
SWA
587
Sutton Wealth Advisors
Florida
$10.2K +$545 +13 +6%
AF
588
Advisornet Financial
Minnesota
$9K -$573K -13,564 -98%
CFGS
589
Concourse Financial Group Securities
Alabama
$9K -$83.1K -1,984 -90%
CB
590
Community Bank
New York
$9K – – –
PB
591
Pinnacle Bancorp
Nebraska
$9K – – –
LF
592
Lee Financial
Texas
$9K +$3.81K +86 +74%
SFCL
593
Strengthening Families & Communities LLC
Massachusetts
$9K +$9K +209 New
BWM
594
BerganKDV Wealth Management
Minnesota
$8K -$306 -7 -4%
FPS
595
Fieldpoint Private Securities
Connecticut
$8K +$3.01K +70 +60%
LSA
596
Lansing Street Advisors
Pennsylvania
$8K +$8K +189 New
EARNEST Partners
597
EARNEST Partners
Georgia
$7K – – –
BWM
598
Baystate Wealth Management
Massachusetts
$7K +$42 +1 +0.6%
Macquarie Group
599
Macquarie Group
Australia
$6.15K +$2.31K +55,017 +60%
BBPWM
600
Blue Bell Private Wealth Management
Pennsylvania
$6K – – –
22 23
24
25 26