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Pultegroup

759 hedge funds and large institutions have $14.9B invested in Pultegroup in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 278 increasing their positions, 275 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 275

0.26% more ownership

Funds ownership: 90.46%90.72% (+0.26%)

1% less funds holding

Funds holding: 765759 (-6)

5% less capital invested

Capital invested by funds: $15.7B → $14.9B (-$804M)

11% less call options, than puts

Call options by funds: $435M | Put options by funds: $489M

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
759
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
12.05%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
94
Increased
278
Reduced
275
Closed
91
Calls
$435M
Puts
$489M
Net Calls
-$54.4M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
TPCW
626
TD Private Client Wealth
New York
$122K +$14.3K +179 +12%
SAG
627
Spotlight Asset Group
Illinois
$122K -$11.7K -147 -8%
UM
628
UniSuper Management
Australia
$118K
QCG
629
Quadrant Capital Group
Ohio
$114K +$12.2K +153 +11%
LCM
630
Laurion Capital Management
New York
$105K -$121K -1,520 -52%
MPWT
631
MassMutual Private Wealth & Trust
Connecticut
$100K +$2.71K +34 +3%
CAL
632
Capital Analysts LLC
Pennsylvania
$100K +$16.5K +207 +18%
HCP
633
Hexagon Capital Partners
Arkansas
$96.8K
SIM
634
Sentry Investment Management
Wisconsin
$95K -$19.1K -240 -16%
AF
635
Allworth Financial
California
$87.9K +$2.07K +26 +2%
FFA
636
Farther Finance Advisors
California
$87.2K +$10.4K +131 +13%
WTG
637
West Tower Group
Virginia
$78.1K +$53.7K +674 +177%
BHWM
638
Bay Harbor Wealth Management
Maryland
$71.2K +$76.4K +959 New
IUHSA
639
Itau Unibanco Holding S.A.
Brazil
$69.5K +$7.09K +89 +10%
ATC
640
Adirondack Trust Company
New York
$68.5K
MCM
641
MV Capital Management
Maryland
$64.6K +$478 +6 +0.7%
LSA
642
Leonteq Securities AG
Switzerland
$64.5K +$45.1K +566 +186%
PTC
643
Private Trust Company
Ohio
$63.6K +$13.7K +172 +25%
SL
644
Salomon & Ludwin
Virginia
$59.2K +$63.8K +800 New
DMBA
645
Deseret Mutual Benefit Administrators
Utah
$57.7K -$13.7K -172 -18%
PCFFS
646
Pacific Center for Financial Services
California
$52.7K
AS
647
Altshuler Shaham
Israel
$52.1K +$56.1K +704 New
CP
648
Castleview Partners
Texas
$51.4K
GPI
649
General Partner Inc
Pennsylvania
$51.1K
AWM
650
AllSquare Wealth Management
New York
$51.1K +$55K +690 New

PHM Hedge Fund Activity: Q3 2023 in Review

759 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2023, worth a combined $14.9B — down 5.1% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PHM positions and 91 closed out — a net gain of 3 holders — while 278 added to existing stakes and 275 trimmed.

The largest buyer was Squarepoint, adding an estimated $78.9M. The largest seller was Harris Associates, cutting an estimated $160M.

  • 759 institutional investors held Pultegroup (PHM) as of Q3 2023, down from 765 in Q2 2023.
  • Funds reported $14.9B of Pultegroup stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 94 funds opened new Pultegroup positions in Q3 2023 and 91 closed out, a net change of +3 holders.
  • The largest Pultegroup buyer in Q3 2023 was Squarepoint, an estimated $78.9M added.
  • The largest Pultegroup seller in Q3 2023 was Harris Associates, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2023.