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Pultegroup

653 hedge funds and large institutions have $8.85B invested in Pultegroup in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 219 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $149M | Put options by funds: $105M

1.03% more ownership

Funds ownership: 86.36%87.39% (+1%)

8% less funds holding

Funds holding: 710653 (-57)

14% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 254

29% less capital invested

Capital invested by funds: $12.4B → $8.85B (-$3.6B)

37% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 123

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
653
Holders Change
-57
Holders Change %
-8.03%
% of All Funds
10.3%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
77
Increased
219
Reduced
254
Closed
123
Calls
$149M
Puts
$105M
Net Calls
+$44.7M
Net Calls Change
+$51.4M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
726
Integrated Wealth Concepts
Massachusetts
-$238K -4,158 Closed
PA
727
Profund Advisors
Maryland
-$231K -4,038 Closed
SC
728
Savant Capital
Illinois
-$230K -4,017 Closed
SG
729
StoneX Group
New York
-$230K -4,013 Closed
SIA
730
Schechter Investment Advisors
Michigan
-$226K -3,947 Closed
IFG
731
Independent Financial Group
California
-$223K -3,893 Closed
CS
732
Comerica Securities
Michigan
-$216K -3,762 Closed
SW
733
SVB Wealth
Massachusetts
-$214K -3,741 Closed
EWM
734
EPG Wealth Management
Georgia
-$213K -3,735 Closed
CA
735
Capitolis Advisors
New York
-$212K -3,703 Closed
CCM
736
Coldstream Capital Management
Washington
-$211K -3,700 Closed
V
737
Veritable
Delaware
-$211K -3,685 Closed
VAS
738
Vestmark Advisory Solutions
Massachusetts
-$210K -3,674 Closed
AC
739
Aristides Capital
Kentucky
-$203K -3,544 Closed
WI
740
Wahed Invest
New York
-$173K -3,020 Closed
FWM
741
Focused Wealth Management
New York
-$149K -2,600 Closed
Koshinski Asset Management
742
Koshinski Asset Management
Illinois
-$135K -2,365 Closed
KCM
743
KRS Capital Management
Michigan
-$117K -2,050 Closed
CLOS
744
Compagnie Lombard Odier SCmA
Switzerland
-$112K -1,959 Closed
SCA
745
Snowden Capital Advisors
New York
-$93K -1,636 Closed
OC
746
Oakworth Capital
Alabama
-$80K -1,405 Closed
APP
747
Alpha Paradigm Partners
Illinois
-$76K -1,337 Closed
JRFS
748
James Reed Financial Services
Ohio
-$64K -1,135 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
749
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$64K -1,114 Closed
NFSG
750
Newbridge Financial Services Group
Florida
-$39K -690 Closed

PHM Hedge Fund Activity: Q1 2022 in Review

653 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2022, worth a combined $8.85B — down 29% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PHM and 77 opened new positions — a net loss of 46 holders — while 254 trimmed existing stakes and 219 added.

The largest buyer was Harris Associates, adding an estimated $218M. The largest seller was Bank of New York Mellon, cutting an estimated $94.2M.

  • 653 institutional investors held Pultegroup (PHM) as of Q1 2022, down from 710 in Q4 2021.
  • Funds reported $8.85B of Pultegroup stock for Q1 2022, down 29% quarter-over-quarter.
  • 77 funds opened new Pultegroup positions in Q1 2022 and 123 closed out, a net change of -46 holders.
  • The largest Pultegroup buyer in Q1 2022 was Harris Associates, an estimated $218M added.
  • The largest Pultegroup seller in Q1 2022 was Bank of New York Mellon, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.