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Pultegroup

710 hedge funds and large institutions have $12.4B invested in Pultegroup in 2021 Q4 according to their latest regulatory filings, with 134 funds opening new positions, 218 increasing their positions, 259 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 65

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

23% more capital invested

Capital invested by funds: $10.1B → $12.4B (+$2.32B)

9% more funds holding

Funds holding: 651710 (+59)

1.39% more ownership

Funds ownership: 84.97%86.36% (+1.4%)

6% less call options, than puts

Call options by funds: $112M | Put options by funds: $119M

16% less repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 259

Holders
710
Holders Change
+59
Holders Change %
+9.06%
% of All Funds
10.93%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
134
Increased
218
Reduced
259
Closed
65
Calls
$112M
Puts
$119M
Net Calls
-$6.71M
Net Calls Change
-$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
51
HSBC Holdings
United Kingdom
$48.2M -$7.42M -144,747 -15%
Deutsche Bank
52
Deutsche Bank
Germany
$47.3M -$18.4M -358,128 -30%
Barclays
53
Barclays
United Kingdom
$46.7M +$5.16M +100,653 +14%
Allianz Asset Management
54
Allianz Asset Management
Germany
$44.2M -$6.84M -133,364 -15%
Citigroup
55
Citigroup
New York
$44.1M -$4.61M -89,908 -10%
RG
56
Rathbones Group
United Kingdom
$43.9M +$3.18M +61,950 +9%
Sumitomo Mitsui Trust Group
57
Sumitomo Mitsui Trust Group
Japan
$43.7M -$2.95M -57,578 -7%
CB
58
Commerce Bank
Missouri
$42.3M +$986K +19,239 +3%
TAM
59
Todd Asset Management
Kentucky
$39.4M -$1.77M -34,474 -5%
Squarepoint
60
Squarepoint
New York
$37M +$14.4M +281,146 +77%
Voloridge Investment Management
61
Voloridge Investment Management
Florida
$36.5M +$45K +877 +0.1%
Grantham, Mayo, Van Otterloo & Co (GMO)
62
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$35M -$1.73M -33,744 -5%
EDRH
63
Edmond de Rothschild Holding
Switzerland
$32.9M +$44.1K +860 +0.1%
Alyeska Investment Group
64
Alyeska Investment Group
Illinois
$32.4M +$29.1M +567,388 New
RPI
65
Railway Pension Investments
United Kingdom
$32.3M -$800K -15,600 -3%
California Public Employees Retirement System
66
California Public Employees Retirement System
California
$31.5M -$2.46M -47,934 -8%
BCM
67
Basswood Capital Management
New York
$30.9M -$19.4M -378,629 -41%
Allspring Global Investments
68
Allspring Global Investments
North Carolina
$29.9M +$26.8M +522,269 New
LOAMS
69
Lombard Odier Asset Management (Switzerland)
Switzerland
$28.6M +$1.24M +24,266 +5%
SAM
70
Storebrand Asset Management
Norway
$28.1M +$463K +9,035 +2%
Bank of Nova Scotia
71
Bank of Nova Scotia
Ontario, Canada
$26.8M +$20.3M +396,378 +541%
TRSOTSOK
72
Teachers Retirement System of the State of Kentucky
Kentucky
$26.5M -$2.03M -39,554 -8%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$25.8M -$190K -3,701 -0.8%
RJA
74
Raymond James & Associates
Florida
$25.7M +$6.07M +118,315 +36%
RhumbLine Advisers
75
RhumbLine Advisers
Massachusetts
$24.6M -$285K -5,567 -1%

PHM Hedge Fund Activity: Q4 2021 in Review

710 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2021, worth a combined $12.4B — up 23% from $10.1B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new PHM positions and 65 closed out — a net gain of 69 holders — while 218 added to existing stakes and 259 trimmed.

The largest buyer was Putnam Investments, adding an estimated $136M. The largest seller was AQR Capital Management, cutting an estimated $71M.

  • 710 institutional investors held Pultegroup (PHM) as of Q4 2021, up from 651 in Q3 2021.
  • Funds reported $12.4B of Pultegroup stock for Q4 2021, up 23% quarter-over-quarter.
  • 134 funds opened new Pultegroup positions in Q4 2021 and 65 closed out, a net change of +69 holders.
  • The largest Pultegroup buyer in Q4 2021 was Putnam Investments, an estimated $136M added.
  • The largest Pultegroup seller in Q4 2021 was AQR Capital Management, an estimated $71M sold.

Based on aggregated 13F filings for Q4 2021.