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Pultegroup

759 hedge funds and large institutions have $14.9B invested in Pultegroup in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 278 increasing their positions, 275 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 275

0.26% more ownership

Funds ownership: 90.46%90.72% (+0.26%)

1% less funds holding

Funds holding: 765759 (-6)

5% less capital invested

Capital invested by funds: $15.7B → $14.9B (-$804M)

11% less call options, than puts

Call options by funds: $435M | Put options by funds: $489M

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
759
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
12.05%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
94
Increased
278
Reduced
275
Closed
91
Calls
$435M
Puts
$489M
Net Calls
-$54.4M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
WHG
601
Westwood Holdings Group
Texas
$216K +$233K +2,918 New
CMBA
602
C.M. Bidwell & Associates
Hawaii
$212K +$117K +1,470 +106%
JWCA
603
J.W. Cole Advisors
Florida
$210K +$7.81K +98 +4%
OWA
604
One Wealth Advisors
California
$208K +$13K +163 +6%
CIA
605
Capital Investment Advisors
Georgia
$208K +$159 +2 +0.1%
CFB
606
Cullen/Frost Bankers
Texas
$208K +$159 +2 +0.1%
Northwestern Mutual Wealth Management
607
Northwestern Mutual Wealth Management
Wisconsin
$207K +$18.6K +233 +9%
AA
608
AlphaCentric Advisors
Puerto Rico
$205K -$29.3K -367 -12%
FFP
609
FourThought Financial Partners
Florida
$205K -$8.05K -101 -4%
PS
610
Planned Solutions
California
$204K -$8.21K -103 -4%
MYAM
611
Meiji Yasuda Asset Management
Japan
$204K +$219K +2,750 New
Capstone Investment Advisors
612
Capstone Investment Advisors
New York
$199K +$92.3K +1,158 +76%
HNB
613
Huntington National Bank
Ohio
$197K +$3.19K +40 +2%
PCA
614
Providence Capital Advisors
North Carolina
$197K +$3.75K +47 +2%
GRP
615
Global Retirement Partners
California
$188K -$3.91K -49 -2%
AIP
616
Ameritas Investment Partners
Nebraska
$188K -$17.3K -217 -8%
C
617
Covestor
United Kingdom
$186K +$40.3K +506 +25%
QC
618
Quent Capital
New York
$175K
AIC
619
Archer Investment Corporation
Indiana
$175K
MCM
620
Manchester Capital Management
Vermont
$174K
GWS
621
Glassman Wealth Services
Virginia
$164K -$558 -7 -0.3%
CT
622
Colonial Trust
South Carolina
$160K +$3.99K +50 +2%
Credit Agricole
623
Credit Agricole
France
$153K +$165K +2,065 New
BF
624
BOK Financial
Oklahoma
$144K +$9.09K +114 +6%
SWM
625
Sugarloaf Wealth Management
Georgia
$126K +$11.4K +143 +9%

PHM Hedge Fund Activity: Q3 2023 in Review

759 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2023, worth a combined $14.9B — down 5.1% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PHM positions and 91 closed out — a net gain of 3 holders — while 278 added to existing stakes and 275 trimmed.

The largest buyer was Squarepoint, adding an estimated $78.9M. The largest seller was Harris Associates, cutting an estimated $160M.

  • 759 institutional investors held Pultegroup (PHM) as of Q3 2023, down from 765 in Q2 2023.
  • Funds reported $14.9B of Pultegroup stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 94 funds opened new Pultegroup positions in Q3 2023 and 91 closed out, a net change of +3 holders.
  • The largest Pultegroup buyer in Q3 2023 was Squarepoint, an estimated $78.9M added.
  • The largest Pultegroup seller in Q3 2023 was Harris Associates, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2023.