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Pultegroup

653 hedge funds and large institutions have $8.85B invested in Pultegroup in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 219 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $149M | Put options by funds: $105M

1.03% more ownership

Funds ownership: 86.36%87.39% (+1%)

8% less funds holding

Funds holding: 710653 (-57)

14% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 254

29% less capital invested

Capital invested by funds: $12.4B → $8.85B (-$3.6B)

37% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 123

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
653
Holders Change
-57
Holders Change %
-8.03%
% 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
219
Reduced
254
Closed
123
Calls
$149M
Puts
$105M
Net Calls
+$44.7M
Net Calls Change
+$51.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
601
Macquarie Group
Australia
$6.15K +$2.73M +55,017 +60%
APC
602
Aspire Private Capital
North Carolina
$6K
BBPWM
603
Blue Bell Private Wealth Management
Pennsylvania
$6K
GWM
604
Geneos Wealth Management
Colorado
$6K
EW
605
Evoke Wealth
California
$6K +$3.23K +65 +73%
PFS
606
Prospera Financial Services
Texas
$6K +$6.55K +132 New
CAC
607
Core Alternative Capital
Georgia
$6K +$7.29K +147 New
SWM
608
Sugarloaf Wealth Management
Georgia
$5K -$18.8K -379 -75%
Jones Financial Companies
609
Jones Financial Companies
Missouri
$5K -$8.93K -180 -60%
FMII
610
Farmers & Merchants Investments Inc
Nebraska
$5K
GAM
611
Gemmer Asset Management
California
$5K
PPWM
612
PFG Private Wealth Management
Florida
$5K
VRM
613
Vectors Research Management
New York
$5K
WOC
614
West Oak Capital
California
$5K
JWA
615
JFS Wealth Advisors
Pennsylvania
$5K +$2.13K +43 +57%
SCA
616
Stonebridge Capital Advisors
Minnesota
$5K +$6.1K +123 New
MCM
617
MV Capital Management
Maryland
$4K -$1.04K -21 -17%
M
618
MOTCO
Texas
$4K
WWM
619
Wolff Wiese Magana
California
$4K
EWA
620
EverSource Wealth Advisors
Alabama
$4K +$2.13K +43 +73%
RCM
621
Raleigh Capital Management
North Carolina
$4K +$4.22K +85 New
CI
622
Cordant Inc
Oregon
$4K +$4.27K +86 New
SSG
623
Summit Securities Group
New York
$4K +$5.06K +102 New
FA
624
Fortis Advisors
Pennsylvania
$3K -$108K -2,172 -97%
BWA
625
BDO Wealth Advisors
Florida
$3K

PHM Hedge Fund Activity: Q1 2022 in Review

653 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2022, worth a combined $8.85B — down 29% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PHM and 77 opened new positions — a net loss of 46 holders — while 254 trimmed existing stakes and 219 added.

The largest buyer was Harris Associates, adding an estimated $218M. The largest seller was Bank of New York Mellon, cutting an estimated $94.2M.

  • 653 institutional investors held Pultegroup (PHM) as of Q1 2022, down from 710 in Q4 2021.
  • Funds reported $8.85B of Pultegroup stock for Q1 2022, down 29% quarter-over-quarter.
  • 77 funds opened new Pultegroup positions in Q1 2022 and 123 closed out, a net change of -46 holders.
  • The largest Pultegroup buyer in Q1 2022 was Harris Associates, an estimated $218M added.
  • The largest Pultegroup seller in Q1 2022 was Bank of New York Mellon, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.