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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
RFG
676
RFP Financial Group
Georgia
$24.8K
CFD
677
Creative Financial Designs
Indiana
$24.6K +$10.8K +135 +69%
BFPW
678
BOK Financial Private Wealth
Colorado
$22.4K
EWA
679
EverSource Wealth Advisors
Alabama
$21.6K
SSB
680
Sandy Spring Bank
Maryland
$21.3K
SIC
681
Salem Investment Counselors
North Carolina
$21.1K
SWA
682
Sutton Wealth Advisors
Florida
$19.5K +$3.03K +38 +17%
HI
683
Harbour Investments
Wisconsin
$19.3K +$3.59K +45 +21%
JWA
684
JFS Wealth Advisors
Pennsylvania
$19.1K
BAM
685
Byrne Asset Management
New Jersey
$19K
QL
686
Quarry LP
New York
$16.6K +$17.9K +224 New
AF
687
Advisornet Financial
Minnesota
$16.5K +$5.18K +65 +41%
LF
688
Lee Financial
Texas
$16.3K
CB
689
Community Bank
New York
$15.5K
BIA
690
Bell Investment Advisors
California
$15.3K +$4.62K +58 +39%
SFG
691
Steward Financial Group
Texas
$15K +$80 +1 +0.5%
VWM
692
Venturi Wealth Management
Texas
$14.8K +$13.8K +173 +641%
CB
693
CNB Bank
Pennsylvania
$14.6K +$15.7K +197 New
CAC
694
Core Alternative Capital
Georgia
$14.5K
PPC
695
Park Place Capital
Alabama
$12.1K
EARNEST Partners
696
EARNEST Partners
Georgia
$11.6K
FMII
697
Farmers & Merchants Investments Inc
Nebraska
$11.3K
NRG
698
Nemes Rush Group
Michigan
$11.1K
MIM
699
Macroview Investment Management
Maryland
$10.7K +$11.6K +145 New
PPWM
700
PFG Private Wealth Management
Florida
$9.33K

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.