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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
DJSG
651
D.J. St. Germain
Massachusetts
$50.4K
SFCL
652
Strengthening Families & Communities LLC
Massachusetts
$48K +$3.75K +47 +8%
CSPIA
653
Cary Street Partners Investment Advisory
Virginia
$47.3K +$1.99K +25 +4%
Fisher Asset Management
654
Fisher Asset Management
Washington
$46.6K +$50.1K +629 New
CFGS
655
Concourse Financial Group Securities
Alabama
$45.7K +$9.88K +124 +25%
FMP
656
Financial Management Professionals
Texas
$44K
GM
657
GeoWealth Management
Illinois
$41K +$42.9K +538 New
FCA
658
FinTrust Capital Advisors
South Carolina
$38.7K -$9.65K -121 -19%
BWM
659
Baystate Wealth Management
Massachusetts
$36.3K +$25.4K +319 +187%
AGWCA
660
Annis Gardner Whiting Capital Advisors
Florida
$36.2K +$38.8K +487 New
AWM
661
Avior Wealth Management
Nebraska
$35.8K
EAM
662
Erste Asset Management
Austria
$34.8K +$31.1K +390 +488%
CWC
663
Carolinas Wealth Consulting
North Carolina
$33K +$17.5K +220 +96%
AP
664
Arlington Partners
Alabama
$32.6K
AT
665
Arlington Trust
Alabama
$32.6K +$35.1K +440 New
WT
666
Whittier Trust
California
$31.7K +$2.63K +33 +8%
SWM
667
Spire Wealth Management
Virginia
$30.4K -$39.1K -490 -54%
FP
668
Financial Perspectives
Minnesota
$30.4K
GBT
669
Grove Bank & Trust
Florida
$30.4K
JFGIW
670
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$30.4K +$22.6K +283 +223%
AA
671
Ancora Advisors
Ohio
$29.6K
DIP
672
DT Investment Partners
Pennsylvania
$29.5K
HFS
673
Hantz Financial Services
Michigan
$29K
PFBT
674
Parkside Financial Bank & Trust
Missouri
$28.9K +$6.14K +77 +25%
CAS
675
Coppell Advisory Solutions
Texas
$26.4K +$16.4K +206 +55%

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.