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Pultegroup

982 hedge funds and large institutions have $20.3B invested in Pultegroup in 2024 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 352 increasing their positions, 381 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% more ownership

Funds ownership: 90.43%90.87% (+0.44%)

4% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 137

8% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 381

2% less funds holding

Funds holding: 1,003982 (-21)

21% less call options, than puts

Call options by funds: $268M | Put options by funds: $338M

25% less capital invested

Capital invested by funds: $26.9B → $20.3B (-$6.64B)

73% less funds holding in top 10

Funds holding in top 10: 113 (-8)

Holders
982
Holders Change
-21
Holders Change %
-2.09%
% of All Funds
12.93%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.04%
New
131
Increased
352
Reduced
381
Closed
137
Calls
$268M
Puts
$338M
Net Calls
-$69.3M
Net Calls Change
+$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
MEAC
601
M.E. Allison & Co
Texas
$444K +$529K +4,074 New
ACM
602
Advisors Capital Management
New Jersey
$440K +$35.8K +276 +7%
TFF
603
The Family Firm
Maryland
$439K -$17.4K -134 -3%
LAI
604
Legal Advantage Investments
California
$438K
SWP
605
Strategic Wealth Partners
Ohio
$437K +$200K +1,540 +60%
YMRC
606
Yorktown Management & Research Company
Virginia
$436K
HAG
607
HighPoint Advisor Group
Illinois
$435K -$108K -829 -17%
PG
608
Patten Group
Tennessee
$434K +$7.66K +59 +2%
SPA
609
Sherbrooke Park Advisers
New York
$433K +$517K +3,979 New
BAM
610
Belpointe Asset Management
Nevada
$431K +$16K +123 +4%
EI
611
Ellevest Inc
New York
$431K -$35.4K -273 -6%
RCAG
612
Rehmann Capital Advisory Group
Michigan
$426K +$155K +1,192 +44%
ADIM
613
Alpha DNA Investment Management
Maryland
$424K -$469K -3,616 -48%
CIS
614
Custom Index Systems
New York
$422K +$55.4K +427 +12%
NHC
615
Nicholas Hoffman & Company
Georgia
$421K
CBTWT
616
Community Bank & Trust (Waco, Texas)
Texas
$419K
IWC
617
Integrated Wealth Concepts
Massachusetts
$417K -$4.16K -32 -0.8%
RB
618
Renasant Bank
Mississippi
$416K -$13.5K -104 -3%
DOA
619
D'Orazio & Associates
Virginia
$416K -$32.7K -252 -6%
TSW
620
Three Seasons Wealth
Utah
$415K +$494K +3,804 New
NP
621
NorthRock Partners
Minnesota
$412K -$34.1K -263 -7%
CI Investments Inc
622
CI Investments Inc
Ontario, Canada
$412K +$108K +831 +28%
CPCPP
623
Canada Post Corporation Pension Plan
Canada
$409K +$487K +3,753 New
DO
624
denkapparat Operations
Germany
$405K +$483K +3,718 New
FFA
625
Florida Financial Advisors
Florida
$403K +$93K +716 +24%

PHM Hedge Fund Activity: Q4 2024 in Review

982 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2024, worth a combined $20.3B — down 25% from $26.9B a quarter earlier.

Sellers outnumbered buyers: 137 funds closed out of PHM and 131 opened new positions — a net loss of 6 holders — while 381 trimmed existing stakes and 352 added.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $155M. The largest seller was Fidelity Investments, cutting an estimated $241M.

  • 982 institutional investors held Pultegroup (PHM) as of Q4 2024, down from 1,003 in Q3 2024.
  • Funds reported $20.3B of Pultegroup stock for Q4 2024, down 25% quarter-over-quarter.
  • 131 funds opened new Pultegroup positions in Q4 2024 and 137 closed out, a net change of -6 holders.
  • The largest Pultegroup buyer in Q4 2024 was Citadel Advisors, an estimated $155M added.
  • The largest Pultegroup seller in Q4 2024 was Fidelity Investments, an estimated $241M sold.

Based on aggregated 13F filings for Q4 2024.