PHM icon

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 %
HIA
676
Harbor Investment Advisory
Maryland
$3K – – –
EWM
677
Edge Wealth Management
New York
$3K – – –
CA
678
Clearstead Advisors
Ohio
$3K – – –
CCM
679
Covington Capital Management
California
$3K – – –
SC
680
Schubert & Co
Texas
$3K +$3K +44 New
PO
681
Private Ocean
California
$3K +$3K +50 New
CT
682
Cambridge Trust
Massachusetts
$3K +$3K +51 New
EWA
683
EverSource Wealth Advisors
Alabama
$3K +$3K +59 New
KFP
684
KB Financial Partners
New Jersey
$3K +$3K +60 New
EBA
685
Eagle Bay Advisors
New York
$2K -$11.1K -221 -85%
WT
686
Washington Trust
Rhode Island
$2K -$100 -2 -5%
PWMG
687
Prestige Wealth Management Group
New Jersey
$2K – – –
VCM
688
Versant Capital Management
Arizona
$2K – – –
BIA
689
Bell Investment Advisors
California
$2K +$1.31K +19 +190%
SC
690
Sierra Capital
Florida
$2K +$2K +29 New
IRC
691
Investors Research Corp
Georgia
$2K +$2K +32 New
AWM
692
Accel Wealth Management
Iowa
$2K +$2K +42 New
CP
693
Castleview Partners
Texas
$1.67K +$1.67K +95,457 New
AW
694
Avion Wealth
Texas
$1K – – –
Optiver Holding
695
Optiver Holding
Netherlands
$1K – – –
JFA
696
JNBA Financial Advisors
Minnesota
$1K – – –
CAL
697
Capital Advisors Ltd
Ohio
$1K +$1K +11 New
BFC
698
Bedel Financial Consulting
Indiana
$1K +$1K +12 New
AWA
699
Amplius Wealth Advisors
Pennsylvania
$1K +$1K +24 New
LWA
700
Lenox Wealth Advisors
New York
$1K +$1K +25 New
26 27
28
29 30