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Pultegroup
PHM

869 hedge funds and large institutions have $20B invested in Pultegroup in 2023 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 252 increasing their positions, 343 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 62

100% more funds holding in top 10

Funds holding in top 10: 6 → 12 (+6)

35% more capital invested

Capital invested by funds: $14.9B → $20B (+$5.18B)

14% more funds holding

Funds holding: 759 → 869 (+110)

0.69% less ownership

Funds ownership: 90.72% → 90.02% (-0.69%)

27% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 343

43% less call options, than puts

Call options by funds: $348M | Put options by funds: $614M

Holders
869
Holders Change
+110
Holders Change %
+14.49%
% of All Funds
12.67%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
186
Increased
252
Reduced
343
Closed
62
Calls
$348M
Puts
$614M
Net Calls
-$267M
Net Calls Change
-$212M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$253M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
+$90.1M
3
Man Group
Man Group
United Kingdom
+$48.1M
4
Allianz Asset Management
Allianz Asset Management
Germany
+$44.5M
5
Goldman Sachs
Goldman Sachs
New York
+$41.7M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$145M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$104M
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$88.2M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$62.5M
5
Millennium Management
Millennium Management
New York
-$51.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCOC
626
Power Corp of Canada
Canada
$299K -$106K -1,242 -30%
WC
627
Waterloo Capital
Texas
$295K +$243K +2,862 New
FCP
628
Fidelis Capital Partners
Florida
$294K +$242K +2,850 New
VAS
629
Vestmark Advisory Solutions
Massachusetts
$294K +$335K +3,942 New
FAIM
630
Financial Advocates Investment Management
Washington
$291K +$239K +2,817 New
ATC
631
Argent Trust Co
Tennessee
$290K -$17.3K -204 -7%
DWT
632
Dorsey & Whitney Trust
South Dakota
$290K +$239K +2,809 New
CFB
633
Cullen/Frost Bankers
Texas
$290K +$85 +1 +0%
FIC
634
FCG Investment Company
Tennessee
$285K +$234K +2,758 New
PS
635
Planned Solutions
California
$285K – – –
EWA
636
Evolution Wealth Advisors
Florida
$283K -$167K -1,965 -42%
EWA
637
Exencial Wealth Advisors
Oklahoma
$283K +$233K +2,737 New
KCM
638
Kathmere Capital Management
Pennsylvania
$283K +$233K +2,737 New
Northwestern Mutual Wealth Management
639
Northwestern Mutual Wealth Management
Wisconsin
$282K -$5.69K -67 -2%
MWM
640
Meridian Wealth Management
Kentucky
$278K +$229K +2,690 New
PCA
641
Pallas Capital Advisors
Massachusetts
$277K +$228K +2,684 New
FIA
642
Foundations Investment Advisors
Arizona
$275K +$219K +2,581 New
WHG
643
Westwood Holdings Group
Texas
$273K -$22.9K -270 -9%
TAM
644
Trust Asset Management
Texas
$271K +$223K +2,627 New
BTI
645
Blue Trust Inc
Georgia
$271K +$41.2K +485 +15%
C
646
Covestor
United Kingdom
$267K +$5.61K +66 +3%
BB
647
Burford Brothers
Texas
$263K +$217K +2,550 New
BFM
648
Boothbay Fund Management
New York
$260K +$214K +2,516 New
FFG
649
Fortem Financial Group
California
$258K +$213K +2,502 New
WTB
650
Washington Trust Bank
Washington
$258K +$212K +2,500 New
24 25
26
27 28

PHM Hedge Fund Activity: Q4 2023 in Review

869 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2023, worth a combined $20B — up 35% from $14.9B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new PHM positions and 62 closed out — a net gain of 124 holders — while 252 added to existing stakes and 343 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $253M. The largest seller was Harris Associates, exiting entirely with an estimated $145M sold.

  • 869 institutional investors held Pultegroup (PHM) as of Q4 2023, up from 759 in Q3 2023.
  • Funds reported $20B of Pultegroup stock for Q4 2023, up 35% quarter-over-quarter.
  • 186 funds opened new Pultegroup positions in Q4 2023 and 62 closed out, a net change of +124 holders.
  • The largest Pultegroup buyer in Q4 2023 was Morgan Stanley, an estimated $253M added.
  • The largest Pultegroup seller in Q4 2023 was Harris Associates, an estimated $145M sold.

Based on aggregated 13F filings for Q4 2023.