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Pultegroup
PHM

Overview Fund Activity

654 hedge funds and large institutions have $9.98B invested in Pultegroup in 2022 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 204 increasing their positions, 267 reducing their positions, and 56 closing their positions.

Holders
654
Holders Change
+23
Holders Change %
+3.65%
% of All Funds
10.55%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
95
Increased
204
Reduced
267
Closed
56
Calls
$80.1M
Puts
$87.9M
Net Calls
-$7.82M
Net Calls Change
-$16.8M

Top Buyers

1
AWA
1
Arete Wealth Advisors
Illinois
$1.04B
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$238M
3
Invesco
3
Invesco
Georgia
$223M
4
Citadel Advisors
4
Citadel Advisors
Florida
$43.9M
5
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$37.3M

Top Sellers

1
BlackRock
1
BlackRock
New York
$904M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.21B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$89.2M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$129M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$173M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
626
SJS Investment Consulting
Ohio
$2.5K +$956 +21 +62%
RTL
627
Red Tortoise LLC
Georgia
$2.46K +$2.46K +54 New
ZB
628
Zions Bancorporation
Utah
$2.41K -$46 -1 -2%
WPA
629
West Paces Advisors
Georgia
$2.41K – – –
PWMG
630
Prestige Wealth Management Group
New Jersey
$2.01K +$411 +9 +26%
CAM
631
ClariVest Asset Management
California
$2K – – –
VCM
632
Vigilant Capital Management
Maine
$2K – – –
TFGT
633
TS Financial Group (TSFG)
Illinois
$2K – – –
KFP
634
KB Financial Partners
New Jersey
$2K – – –
CAL
635
Capital Advisors Ltd
Ohio
$2K +$962 +25 +93%
TCA
636
Trifecta Capital Advisors
Illinois
$1.96K +$1.96K +43 New
CWP
637
Concord Wealth Partners
Virginia
$1.82K +$1.82K +40 New
WT
638
Washington Trust
Rhode Island
$1.78K +$91 +2 +5%
BWM
639
BerganKDV Wealth Management
Minnesota
$1.69K -$638 -14 -27%
HWMA
640
Heritage Wealth Management (Arizona)
Arizona
$1.46K +$729 +16 +100%
MA
641
MCF Advisors
Kentucky
$1.41K – – –
MCM
642
MV Capital Management
Maryland
$1.41K +$137 +3 +11%
TFA
643
Transamerica Financial Advisors
Florida
$1K – – –
BCMLT
644
Beacon Capital Management LLC (Tennessee)
Tennessee
$911 – – –
VCM
645
Versant Capital Management
Arizona
$820 – – –
NSIM
646
North Star Investment Management
Illinois
$728 +$728 +16 New
LFA
647
Legend Financial Advisors
Pennsylvania
$592 – – –
PO
648
Private Ocean
California
$547 -$1.73K -38 -76%
EWM
649
Evermay Wealth Management
Virginia
$228 +$228 +5 New
PMFA
650
Plante Moran Financial Advisors
Michigan
$91 +$91 +2 New
24 25
26
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