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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
WPA
601
West Paces Advisors
Georgia
$2.1K
ZB
602
Zions Bancorporation
Utah
$2K -$64.9K -1,542 -97%
TWA
603
TCI Wealth Advisors
Arizona
$2K -$17K -403 -89%
DI
604
Disciplined Investments
Oklahoma
$2K -$548 -13 -25%
GKIM
605
GW&K Investment Management
Massachusetts
$2K -$463 -11 -15%
WT
606
Washington Trust
Rhode Island
$2K -$42 -1 -3%
Kayne Anderson Rudnick Investment Management
607
Kayne Anderson Rudnick Investment Management
California
$2K
KFP
608
KB Financial Partners
New Jersey
$2K
TFGT
609
TS Financial Group (TSFG)
Illinois
$2K
ACK
610
Andrew C. Karlinski
$2K +$42 +1 +2%
HIA
611
Harbor Investment Advisory
Maryland
$2K +$253 +6 +13%
MCM
612
MV Capital Management
Maryland
$1K -$3.24K -77 -76%
PWMG
613
Prestige Wealth Management Group
New Jersey
$1K -$337 -8 -19%
CWP
614
Concord Wealth Partners
Virginia
$1K -$295 -7 -24%
BCMLT
615
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K
MA
616
MCF Advisors
Kentucky
$1K
VCM
617
Versant Capital Management
Arizona
$1K
TFA
618
Transamerica Financial Advisors
Florida
$1K +$42 +1 New
CAL
619
Capital Advisors Ltd
Ohio
$1K +$548 +13 New
WTC
620
WhitTier Trust Company
Nevada
$1K +$548 +13 New
SBL
621
Sargent Bickham Lagudis
Colorado
$1K +$590 +14 New
AWM
622
Accel Wealth Management
Iowa
$1K +$1.22K +29 New
MGIM
623
M&G Investment Management
United Kingdom
$887 +$55.2K +1,310 +6%
FGAM
624
Financial Gravity Asset Management
Texas
$360 +$842 +20 +5%
WA
625
WestEnd Advisors
North Carolina
$79 +$84 +2 New

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.