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Pultegroup
PHM

Overview Fund Activity

692 hedge funds and large institutions have $11.8B invested in Pultegroup in 2023 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 224 increasing their positions, 258 reducing their positions, and 63 closing their positions.

Holders
692
Holders Change
+38
Holders Change %
+5.81%
% of All Funds
11.08%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
112
Increased
224
Reduced
258
Closed
63
Calls
$106M
Puts
$246M
Net Calls
-$139M
Net Calls Change
-$132M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$160M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$210M
3
PI
3
Putnam Investments
Massachusetts
$642M
4
Los Angeles Capital Management
4
Los Angeles Capital Management
California
$43.1M
5
Fiera Capital (Canada)
5
Fiera Capital (Canada)
Quebec, Canada
$41.2M

Top Sellers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$39M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$159M
3
BGIM
3
Brandywine Global Investment Management
Pennsylvania
$13.7M
4
Ameriprise
4
Ameriprise
Minnesota
$188M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$295M
Name Market Value Shares Shares
Change 		Shares
Change %
BWA
651
BDO Wealth Advisors
Florida
$3.96K 68 – –
CTA
652
Colonial Trust Advisors
South Carolina
$3.91K 67 -7 -9%
SIC
653
SJS Investment Consulting
Ohio
$3.56K 61 +6 +11%
DI
654
Disciplined Investments
Oklahoma
$3.5K 60 -1 -2%
HCM
655
Hollencrest Capital Management
California
$3.5K 60 – –
GWSA
656
Global Wealth Strategies & Associates
Colorado
$3.32K 57 – –
WP
657
WealthPLAN Partners
Nebraska
$3.26K 56 +56 New
RTL
658
Red Tortoise LLC
Georgia
$3.15K 54 – –
HIA
659
Harbor Investment Advisory
Maryland
$3.09K 53 -11 -17%
WPA
660
West Paces Advisors
Georgia
$3.09K 53 – –
CAL
661
Capital Advisors Ltd
Ohio
$3K 52 – –
KFP
662
KB Financial Partners
New Jersey
$3K 53 – –
TFGT
663
TS Financial Group (TSFG)
Illinois
$3K 49 +1 +2%
PWMG
664
Prestige Wealth Management Group
New Jersey
$2.57K 44 – –
VCM
665
Versant Capital Management
Arizona
$2.55K 44 +26 +144%
TCA
666
Trifecta Capital Advisors
Illinois
$2.51K 43 – –
Jones Financial Companies
667
Jones Financial Companies
Missouri
$2.33K 40 -80 -67%
BWM
668
BerganKDV Wealth Management
Minnesota
$2.16K 37 – –
WT
669
Washington Trust
Rhode Island
$2.04K 35 -4 -10%
CAM
670
ClariVest Asset Management
California
$2K 43 -4 -9%
VCM
671
Vigilant Capital Management
Maine
$2K 40 – –
MA
672
MCF Advisors
Kentucky
$1.81K 31 – –
SSC
673
Syverson Strege & Co
Iowa
$1.75K 30 +30 New
CIA
674
Cape Investment Advisory
Georgia
$1.69K 29 +29 New
ZB
675
Zions Bancorporation
Utah
$1.52K 26 -27 -51%
25 26
27
28 29