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Pultegroup
PHM

Overview Fund Activity

707 hedge funds and large institutions have $12.4B invested in Pultegroup in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 217 increasing their positions, 258 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+59
Holders Change %
+9.1%
% of All Funds
10.92%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
133
Increased
217
Reduced
258
Closed
64
Calls
$112M
Puts
$119M
Net Calls
-$6.71M
Net Calls Change
-$15.1M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$513M
2
Goldman Sachs
2
Goldman Sachs
New York
$146M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$52.2M
4
PWAG
4
Polaris Wealth Advisory Group
California
$49.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$254M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$98.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$245M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$23.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$10.3M
5
PF
5
Phoenix Financial
Israel
$510K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFBT
626
Parkside Financial Bank & Trust
Missouri
$19K +$907 +16 +5%
FCB
627
First Command Bank
Texas
$18K – – –
Jones Financial Companies
628
Jones Financial Companies
Missouri
$17K +$17K +300 New
ZIG
629
Zullo Investment Group
Pennsylvania
$17K +$17K +305 New
CWC
630
Carolinas Wealth Consulting
North Carolina
$16K – – –
WT
631
Whittier Trust
California
$16K – – –
TWA
632
TCI Wealth Advisors
Arizona
$15K – – –
SAM
633
Strategic Asset Management
Minnesota
$15K +$15K +261 New
SWA
634
Sutton Wealth Advisors
Florida
$13.2K – – –
MPWT
635
MassMutual Private Wealth & Trust
Connecticut
$13K +$10.5K +180 +419%
CB
636
Community Bank
New York
$12K – – –
PB
637
Pinnacle Bancorp
Nebraska
$12K – – –
FGAM
638
Financial Gravity Asset Management
Texas
$11.3K +$10.1K +1,736 +859%
Manulife (Manufacturers Life Insurance)
639
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3K -$1.96K -34,204 -15%
BWM
640
BerganKDV Wealth Management
Minnesota
$11K – – –
CWS
641
Confluence Wealth Services
Pennsylvania
$11K +$11K +200 New
VCM
642
Vigilant Capital Management
Maine
$10K -$46.2K -800 -82%
BWM
643
Baystate Wealth Management
Massachusetts
$10K – – –
FHA
644
First Horizon Advisors
Tennessee
$9K -$16.2K -266 -64%
EARNEST Partners
645
EARNEST Partners
Georgia
$9K – – –
BAM
646
Byrne Asset Management
New Jersey
$9K +$9K +150 New
GWM
647
Geneos Wealth Management
Colorado
$8K -$55.4K -1,039 -87%
APC
648
Aspire Private Capital
North Carolina
$8K -$485 -8 -6%
WWM
649
Wagner Wealth Management
South Carolina
$8K – – –
RFA
650
Reilly Financial Advisors
California
$8K +$8K +138 New
24 25
26
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