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Pultegroup

653 hedge funds and large institutions have $8.85B invested in Pultegroup in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 219 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $149M | Put options by funds: $105M

1.03% more ownership

Funds ownership: 86.36%87.39% (+1%)

8% less funds holding

Funds holding: 710653 (-57)

14% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 254

29% less capital invested

Capital invested by funds: $12.4B → $8.85B (-$3.6B)

37% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 123

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
653
Holders Change
-57
Holders Change %
-8.03%
% of All Funds
10.3%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
77
Increased
219
Reduced
254
Closed
123
Calls
$149M
Puts
$105M
Net Calls
+$44.7M
Net Calls Change
+$51.4M
Name Holding Trade Value Shares
Change
Change in
Stake
DHGWA
626
Dixon Hughes Goodman Wealth Advisors
North Carolina
$3K
Kayne Anderson Rudnick Investment Management
627
Kayne Anderson Rudnick Investment Management
California
$3K
GKIM
628
GW&K Investment Management
Massachusetts
$3K +$3.52K +71 New
WPA
629
West Paces Advisors
Georgia
$2.22K +$2.63K +53 New
KFP
630
KB Financial Partners
New Jersey
$2K -$347 -7 -12%
SC
631
Schubert & Co
Texas
$2K -$248 -5 -11%
CCM
632
Covington Capital Management
California
$2K
HIA
633
Harbor Investment Advisory
Maryland
$2K
PWMG
634
Prestige Wealth Management Group
New Jersey
$2K
PO
635
Private Ocean
California
$2K
TFO
636
Tarbox Family Office
California
$2K
WT
637
Washington Trust
Rhode Island
$2K
ACK
638
Andrew C. Karlinski
$2K +$2.08K +42 New
TFGT
639
TS Financial Group (TSFG)
Illinois
$2K +$2.38K +48 New
DI
640
Disciplined Investments
Oklahoma
$2K +$2.58K +52 New
VCM
641
Versant Capital Management
Arizona
$1K -$496 -10 -36%
IRC
642
Investors Research Corp
Georgia
$1K
JFA
643
JNBA Financial Advisors
Minnesota
$1K
LC
644
Lindbrook Capital
California
$1K +$595 +12 New
BCMLT
645
Beacon Capital Management LLC (Tennessee)
Tennessee
$1K +$992 +20 New
CWP
646
Concord Wealth Partners
Virginia
$1K +$1.44K +29 New
HWMA
647
Heritage Wealth Management (Arizona)
Arizona
$1K +$1.54K +31 New
MA
648
MCF Advisors
Kentucky
$1K +$1.54K +31 New
MGIM
649
M&G Investment Management
United Kingdom
$876 +$1.03M +20,853 New
FGAM
650
Financial Gravity Asset Management
Texas
$380 -$75.3K -1,518 -78%

PHM Hedge Fund Activity: Q1 2022 in Review

653 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2022, worth a combined $8.85B — down 29% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PHM and 77 opened new positions — a net loss of 46 holders — while 254 trimmed existing stakes and 219 added.

The largest buyer was Harris Associates, adding an estimated $218M. The largest seller was Bank of New York Mellon, cutting an estimated $94.2M.

  • 653 institutional investors held Pultegroup (PHM) as of Q1 2022, down from 710 in Q4 2021.
  • Funds reported $8.85B of Pultegroup stock for Q1 2022, down 29% quarter-over-quarter.
  • 77 funds opened new Pultegroup positions in Q1 2022 and 123 closed out, a net change of -46 holders.
  • The largest Pultegroup buyer in Q1 2022 was Harris Associates, an estimated $218M added.
  • The largest Pultegroup seller in Q1 2022 was Bank of New York Mellon, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.