We are live on ! Find out more
PHM icon

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
PWMAG
576
Pinnacle Wealth Management Advisory Group
New Jersey
$247K -$43K -540 -14%
CIA
577
Choate Investment Advisors
Massachusetts
$244K +$263K +3,294 New
ST
578
Smithfield Trust
Pennsylvania
$241K +$191K +2,392 +273%
EI
579
Ellevest Inc
New York
$240K +$8.93K +112 +4%
CW
580
CreativeOne Wealth
Kansas
$238K +$1.35K +17 +0.5%
OIA
581
Optimum Investment Advisors
Illinois
$237K
RCAG
582
Rehmann Capital Advisory Group
Michigan
$236K -$73.2K -918 -22%
AG
583
Algert Global
California
$234K -$1.48M -18,531 -85%
EVM
584
Evelyn V. Moreno
$233K
FMAEN1
585
Fund Management at Engine No 1
California
$233K +$250K +3,140 New
RP
586
Riverwater Partners
Wisconsin
$232K +$250K +3,139 New
WS
587
Wedbush Securities
California
$231K -$45.4K -569 -15%
EFG
588
Everhart Financial Group
Ohio
$229K +$27.1K +340 +12%
VFA
589
Voya Financial Advisors
Connecticut
$229K +$244K +3,067 New
BP
590
Ballentine Partners
Massachusetts
$228K +$4.3K +54 +2%
IPW
591
Impact Partnership Wealth
Georgia
$228K -$185K -2,315 -43%
SA
592
Syntax Advisors
New York
$226K -$27.1K -340 -10%
VCG
593
Vantage Consulting Group
Virginia
$226K -$27.1K -340 -10%
ATC
594
Argent Trust Co
Tennessee
$223K +$16.3K +204 +7%
LAI
595
Legal Advantage Investments
California
$222K
UID
596
Union Investments & Development
Israel
$222K
KFP
597
KMG Fiduciary Partners
Ohio
$221K +$80 +1 +0%
CCIA
598
Campbell & Co Investment Adviser
Maryland
$219K -$177K -2,216 -43%
BFG
599
Bleakley Financial Group
New Jersey
$217K -$7.49K -94 -3%
SS
600
Simplicity Solutions
Minnesota
$217K -$7.41K -93 -3%

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.