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Pultegroup
PHM

Overview Fund Activity

627 hedge funds and large institutions have $8.24B invested in Pultegroup in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 225 increasing their positions, 244 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
627
Holders Change
-24
Holders Change %
-3.69%
% 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
244
Closed
79
Calls
$91.9M
Puts
$101M
Net Calls
-$9.04M
Net Calls Change
-$53.7M

Top Buyers

1
GA
1
Greenhaven Associates
New York
$168M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$147M
3
Morgan Stanley
3
Morgan Stanley
New York
$122M
4
Norges Bank
4
Norges Bank
Norway
$157M
5
OCM
5
Oaktree Capital Management
California
$24.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$119M
2
BlackRock
2
BlackRock
New York
$882M
3
Man Group
3
Man Group
United Kingdom
$10.4M
4
State Street
4
State Street
Massachusetts
$430M
5
Nordea Investment Management
5
Nordea Investment Management
Sweden
$13M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
601
TCI Wealth Advisors
Arizona
$2K -$16.1K -403 -89%
DI
602
Disciplined Investments
Oklahoma
$2K -$667 -13 -25%
GKIM
603
GW&K Investment Management
Massachusetts
$2K -$367 -11 -15%
WT
604
Washington Trust
Rhode Island
$2K -$51 -1 -3%
KFP
605
KB Financial Partners
New Jersey
$2K – – –
TFGT
606
TS Financial Group (TSFG)
Illinois
$2K – – –
Kayne Anderson Rudnick Investment Management
607
Kayne Anderson Rudnick Investment Management
California
$2K – – –
ACK
608
Andrew C. Karlinski
$2K +$47 +1 +2%
HIA
609
Harbor Investment Advisory
Maryland
$2K +$226 +6 +13%
MCM
610
MV Capital Management
Maryland
$1K -$3.21K -77 -76%
PWMG
611
Prestige Wealth Management Group
New Jersey
$1K -$229 -8 -19%
CWP
612
Concord Wealth Partners
Virginia
$1K -$318 -7 -24%
BCMLT
613
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
VCM
614
Versant Capital Management
Arizona
$1K – – –
MA
615
MCF Advisors
Kentucky
$1K – – –
TFA
616
Transamerica Financial Advisors
Florida
$1K +$1K +1 New
CAL
617
Capital Advisors Ltd
Ohio
$1K +$1K +13 New
WTC
618
WhitTier Trust Company
Nevada
$1K +$1K +13 New
SBL
619
Sargent Bickham Lagudis
Colorado
$1K +$1K +14 New
AWM
620
Accel Wealth Management
Iowa
$1K +$1K +29 New
MGIM
621
M&G Investment Management
United Kingdom
$887 +$52 +1,310 +6%
FGAM
622
Financial Gravity Asset Management
Texas
$360 +$16 +20 +5%
WA
623
WestEnd Advisors
North Carolina
$79 +$79 +2 New
FFA
624
Fairfield Financial Advisors
Massachusetts
$74 – – –
CP
625
Castleview Partners
Texas
$12 -$5K -1,666 -100%
23 24
25
26 27