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Pultegroup
PHM

Overview Fund Activity

692 hedge funds and large institutions have $11.8B invested in Pultegroup in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 224 increasing their positions, 258 reducing their positions, and 63 closing their positions.

Holders
692
Holders Change
+38
Holders Change %
+5.81%
% of All Funds
11.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
112
Increased
224
Reduced
258
Closed
63
Calls
$106M
Puts
$246M
Net Calls
-$139M
Net Calls Change
-$132M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$160M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$210M
3
PI
3
Putnam Investments
Massachusetts
$642M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$43.1M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$41.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$39M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$159M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$13.7M
4
Ameriprise
4
Ameriprise
Minnesota
$188M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$295M
Name Market Value Shares Shares
Change 		Shares
Change %
DIP
601
DT Investment Partners
Pennsylvania
$26.2K 399 – –
SSG
602
Summit Securities Group
New York
$26K 441 +210 +91%
AP
603
Arlington Partners
Alabama
$25.6K 440 +440 New
FP
604
Financial Perspectives
Minnesota
$23.9K 410 – –
AA
605
Ancora Advisors
Ohio
$23.3K 400 – –
HFS
606
Hantz Financial Services
Michigan
$23K 396 – –
BFPW
607
BOK Financial Private Wealth
Colorado
$20.3K 347 +45 +15%
RFG
608
RFP Financial Group
Georgia
$19.5K 335 – –
RCM
609
Raleigh Capital Management
North Carolina
$18.4K 317 +121 +62%
CWC
610
Carolinas Wealth Consulting
North Carolina
$18.4K 314 – –
EWA
611
EverSource Wealth Advisors
Alabama
$17.8K 305 +15 +5%
PFBT
612
Parkside Financial Bank & Trust
Missouri
$17K 291 -4 -1%
SSB
613
Sandy Spring Bank
Maryland
$16.8K 288 – –
SIC
614
Salem Investment Counselors
North Carolina
$16.7K 285 – –
WT
615
Whittier Trust
California
$16.3K 280 – –
CFGS
616
Concourse Financial Group Securities
Alabama
$16.1K 275 +33 +14%
LOIM
617
Liberty One Investment Management
Illinois
$16.1K 275 – –
SVCP
618
Silicon Valley Capital Partners
California
$15.7K 270 +270 New
JWA
619
JFS Wealth Advisors
Pennsylvania
$15K 258 -11 -4%
DCP
620
Distillate Capital Partners
Illinois
$14.2K 244 +244 New
SWA
621
Sutton Wealth Advisors
Florida
$13.1K 225 – –
BAM
622
Byrne Asset Management
New Jersey
$13K 220 – –
LF
623
Lee Financial
Texas
$12.9K 220 – –
CB
624
Community Bank
New York
$12.2K 210 – –
GBT
625
Grove Bank & Trust
Florida
$12.1K 207 +77 +59%
23 24
25
26 27