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Pultegroup
PHM

Overview Fund Activity

707 hedge funds and large institutions have $12.4B invested in Pultegroup in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 217 increasing their positions, 258 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
707
Holders Change
+59
Holders Change %
+9.1%
% of All Funds
10.92%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
133
Increased
217
Reduced
258
Closed
64
Calls
$112M
Puts
$119M
Net Calls
-$6.71M
Net Calls Change
-$15.1M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$513M
2
Goldman Sachs
2
Goldman Sachs
New York
$146M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$52.2M
4
PWAG
4
Polaris Wealth Advisory Group
California
$49.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$254M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$98.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$245M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$23.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$10.3M
5
PF
5
Phoenix Financial
Israel
$510K
Name Holding Trade Value Shares
Change 		Shares
Change %
BBPWM
651
Blue Bell Private Wealth Management
Pennsylvania
$8K +$8K +142 New
AP
652
Arlington Partners
Alabama
$7K -$84.8K -1,454 -92%
PPWM
653
PFG Private Wealth Management
Florida
$7K – – –
WOC
654
West Oak Capital
California
$7K – – –
GAM
655
Gemmer Asset Management
California
$7K – – –
FMII
656
Farmers & Merchants Investments Inc
Nebraska
$7K – – –
VRM
657
Vectors Research Management
New York
$7K – – –
MCM
658
MV Capital Management
Maryland
$7K +$918 +16 +15%
FPS
659
Fieldpoint Private Securities
Connecticut
$7K +$4.22K +70 +152%
LF
660
Lee Financial
Texas
$7K +$5.74K +96 +457%
FMP
661
Financial Management Professionals
Texas
$6K – – –
WWM
662
Wolff Wiese Magana
California
$6K – – –
M
663
MOTCO
Texas
$6K – – –
ACM
664
Aquatic Capital Management
Illinois
$6K +$6K +100 New
AIP
665
Ahrens Investment Partners
Louisiana
$6K +$6K +102 New
EW
666
Evoke Wealth
California
$5K – – –
CCC
667
Crescent Capital Consulting
Louisiana
$5K – – –
DHGWA
668
Dixon Hughes Goodman Wealth Advisors
North Carolina
$5K +$5K +79 New
SFM
669
Signet Financial Management
New Jersey
$5K +$5K +86 New
Kayne Anderson Rudnick Investment Management
670
Kayne Anderson Rudnick Investment Management
California
$4K – – –
BWA
671
BDO Wealth Advisors
Florida
$4K +$1.06K +18 +36%
DA
672
Denali Advisors
California
$4K +$1.32K +24 +49%
JWA
673
JFS Wealth Advisors
Pennsylvania
$4K +$4K +76 New
WFS
674
Widmann Financial Services
Maryland
$4K +$4K +87 New
TFO
675
Tarbox Family Office
California
$3K – – –
25 26
27
28 29