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Pultegroup
PHM

656 hedge funds and large institutions have $10B invested in Pultegroup in 2022 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 204 increasing their positions, 268 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 3 → 7 (+4)

70% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 56

29% more capital invested

Capital invested by funds: $7.77B → $10B (+$2.24B)

4% more funds holding

Funds holding: 633 → 656 (+23)

0.11% more ownership

Funds ownership: 89.58% → 89.69% (+0.11%)

9% less call options, than puts

Call options by funds: $80.1M | Put options by funds: $87.9M

24% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 268

Holders
656
Holders Change
+23
Holders Change %
+3.63%
% of All Funds
10.54%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
95
Increased
204
Reduced
268
Closed
56
Calls
$80.1M
Puts
$87.9M
Net Calls
-$7.82M
Net Calls Change
-$16.8M

Top Buyers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$132M
2
Invesco
Invesco
Georgia
+$51.7M
3
Citadel Advisors
Citadel Advisors
Florida
+$40.3M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$34.5M
5
Morgan Stanley
Morgan Stanley
New York
+$24.7M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$58.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$42M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$38.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
-$37.1M
5
First Trust Advisors
First Trust Advisors
Illinois
-$31.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
TAIM
701
TD Ameritrade Investment Management
Nebraska
– -$4K -106 Closed
WWM
702
Wolff Wiese Magana
California
– -$4K -106 Closed
EW
703
Evoke Wealth
California
– -$4K -100 Closed
M
704
MOTCO
Texas
– -$4K -100 Closed
SCA
705
Stonebridge Capital Advisors
Minnesota
– -$2.32K -55 Closed
ACK
706
Andrew C. Karlinski
– -$2K -43 Closed
SFO
707
Standard Family Office
South Dakota
– -$2K -42 Closed
AWM
708
Accel Wealth Management
Iowa
– -$1K -29 Closed
CT
709
Cambridge Trust
Massachusetts
– -$1K -22 Closed
ADL
710
Asset Dedication LLC
California
– +$211 +5 New
25 26 27 28
29

PHM Hedge Fund Activity: Q4 2022 in Review

656 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2022, worth a combined $10B — up 29% from $7.77B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new PHM positions and 56 closed out — a net gain of 39 holders — while 204 added to existing stakes and 268 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $132M. The largest seller was BlackRock, cutting an estimated $58.1M.

  • 656 institutional investors held Pultegroup (PHM) as of Q4 2022, up from 633 in Q3 2022.
  • Funds reported $10B of Pultegroup stock for Q4 2022, up 29% quarter-over-quarter.
  • 95 funds opened new Pultegroup positions in Q4 2022 and 56 closed out, a net change of +39 holders.
  • The largest Pultegroup buyer in Q4 2022 was Balyasny Asset Management, an estimated $132M added.
  • The largest Pultegroup seller in Q4 2022 was BlackRock, an estimated $58.1M sold.

Based on aggregated 13F filings for Q4 2022.