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Pultegroup
PHM

Overview Fund Activity

631 hedge funds and large institutions have $7.75B invested in Pultegroup in 2022 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 177 increasing their positions, 286 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
631
Holders Change
+4
Holders Change %
+0.64%
% of All Funds
10.91%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
66
Increased
177
Reduced
286
Closed
54
Calls
$69.3M
Puts
$60.3M
Net Calls
+$9.01M
Net Calls Change
+$18M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$78.5M
2
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$85.8M
3
Harris Associates
3
Harris Associates
Illinois
$223M
4
GA
4
Greenhaven Associates
New York
$199M
5
Caisse de Depot et Placement du Quebec (CDPQ)
5
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$29M

Top Sellers

1
BlackRock
1
BlackRock
New York
$796M
2
WCM
2
Wedge Capital Management
North Carolina
$376K
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$6.74M
4
BGIM
4
Brandywine Global Investment Management
Pennsylvania
$45.5M
5
BA
5
Bridgewater Associates
Connecticut
$1.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
601
KB Financial Partners
New Jersey
$2K – – –
ACK
602
Andrew C. Karlinski
$2K – – –
ZB
603
Zions Bancorporation
Utah
$2K +$37 +1 +2%
DI
604
Disciplined Investments
Oklahoma
$2K +$186 +4 +10%
HIA
605
Harbor Investment Advisory
Maryland
$2K +$344 +11 +21%
VCM
606
Vigilant Capital Management
Maine
$2K +$2K +40 New
SFO
607
Standard Family Office
South Dakota
$2K +$2K +42 New
SCA
608
Stonebridge Capital Advisors
Minnesota
$2K +$2K +55 New
WPA
609
West Paces Advisors
Georgia
$1.99K – – –
LF
610
Lee Financial
Texas
$1K -$1.46K -51 -59%
WT
611
Washington Trust
Rhode Island
$1K -$54 -2 -5%
TFA
612
Transamerica Financial Advisors
Florida
$1K – – –
VCM
613
Versant Capital Management
Arizona
$1K – – –
PWMG
614
Prestige Wealth Management Group
New Jersey
$1K – – –
AWM
615
Accel Wealth Management
Iowa
$1K – – –
MA
616
MCF Advisors
Kentucky
$1K – – –
BCMLT
617
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K – – –
MCM
618
MV Capital Management
Maryland
$1K +$143 +4 +17%
CAL
619
Capital Advisors Ltd
Ohio
$1K +$519 +14 +108%
HWMA
620
Heritage Wealth Management (Arizona)
Arizona
$1K +$1K +16 New
CT
621
Cambridge Trust
Massachusetts
$1K +$1K +22 New
SIC
622
SJS Investment Consulting
Ohio
$1K +$1K +34 New
PO
623
Private Ocean
California
$1K +$1K +50 New
LFA
624
Legend Financial Advisors
Pennsylvania
$488 +$488 +13 New
MGIM
625
M&G Investment Management
United Kingdom
$439 -$402 -10,599 -48%
23 24
25
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