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Pultegroup
PHM

656 hedge funds and large institutions have $10B invested in Pultegroup in 2022 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 204 increasing their positions, 268 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

70% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 56

29% more capital invested

Capital invested by funds: $7.77B → $10B (+$2.24B)

4% more funds holding

Funds holding: 633 → 656 (+23)

0.11% more ownership

Funds ownership: 89.58% → 89.69% (+0.11%)

9% less call options, than puts

Call options by funds: $80.1M | Put options by funds: $87.9M

24% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 268

Holders
656
Holders Change
+23
Holders Change %
+3.63%
% of All Funds
10.54%
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
268
Closed
56
Calls
$80.1M
Puts
$87.9M
Net Calls
-$7.82M
Net Calls Change
-$16.8M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$132M
2
Invesco
Invesco
Georgia
+$51.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$40.3M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$34.5M
5
Morgan Stanley
Morgan Stanley
New York
+$24.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$58.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$42M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$37.1M
5
First Trust Advisors
First Trust Advisors
Illinois
-$31.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
626
Hollencrest Capital Management
California
$2.73K +$2.53K +60 New
GWSA
627
Global Wealth Strategies & Associates
Colorado
$2.6K +$2.4K +57 New
SIC
628
SJS Investment Consulting
Ohio
$2.5K +$885 +21 +62%
RTL
629
Red Tortoise LLC
Georgia
$2.46K +$2.27K +54 New
ZB
630
Zions Bancorporation
Utah
$2.41K -$42 -1 -2%
WPA
631
West Paces Advisors
Georgia
$2.41K – – –
PWMG
632
Prestige Wealth Management Group
New Jersey
$2.01K +$379 +9 +26%
CAM
633
ClariVest Asset Management
California
$2K – – –
KFP
634
KB Financial Partners
New Jersey
$2K – – –
TFGT
635
TS Financial Group (TSFG)
Illinois
$2K – – –
VCM
636
Vigilant Capital Management
Maine
$2K – – –
CAL
637
Capital Advisors Ltd
Ohio
$2K +$1.05K +25 +93%
TCA
638
Trifecta Capital Advisors
Illinois
$1.96K +$1.81K +43 New
CWP
639
Concord Wealth Partners
Virginia
$1.82K +$1.69K +40 New
WT
640
Washington Trust
Rhode Island
$1.78K +$84 +2 +5%
BWM
641
BerganKDV Wealth Management
Minnesota
$1.69K -$590 -14 -27%
HWMA
642
Heritage Wealth Management (Arizona)
Arizona
$1.46K +$674 +16 +100%
MA
643
MCF Advisors
Kentucky
$1.41K – – –
MCM
644
MV Capital Management
Maryland
$1.41K +$126 +3 +11%
TFA
645
Transamerica Financial Advisors
Florida
$1K – – –
BCMLT
646
Beacon Capital Management LLC (Tennessee)
Tennessee
$911 – – –
VCM
647
Versant Capital Management
Arizona
$820 – – –
NSIM
648
North Star Investment Management
Illinois
$728 +$674 +16 New
LFA
649
Legend Financial Advisors
Pennsylvania
$592 – – –
PO
650
Private Ocean
California
$547 -$1.6K -38 -76%
24 25
26
27 28

PHM Hedge Fund Activity: Q4 2022 in Review

656 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2022, worth a combined $10B — up 29% from $7.77B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new PHM positions and 56 closed out — a net gain of 39 holders — while 204 added to existing stakes and 268 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $132M. The largest seller was BlackRock, cutting an estimated $58.1M.

  • 656 institutional investors held Pultegroup (PHM) as of Q4 2022, up from 633 in Q3 2022.
  • Funds reported $10B of Pultegroup stock for Q4 2022, up 29% quarter-over-quarter.
  • 95 funds opened new Pultegroup positions in Q4 2022 and 56 closed out, a net change of +39 holders.
  • The largest Pultegroup buyer in Q4 2022 was Balyasny Asset Management, an estimated $132M added.
  • The largest Pultegroup seller in Q4 2022 was BlackRock, an estimated $58.1M sold.

Based on aggregated 13F filings for Q4 2022.