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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
WPA
726
West Paces Advisors
Georgia
$3.92K
PWMG
727
Prestige Wealth Management Group
New Jersey
$3.27K
VCM
728
Versant Capital Management
Arizona
$3.26K
HGERS
729
Householder Group Estate & Retirement Specialist
Arizona
$3.04K +$3.27K +41 New
BFEC
730
Benjamin F. Edwards & Company
Missouri
$3K -$20.8K -261 -87%
PVH
731
Psagot Value Holdings
Israel
$3K -$957 -12 -26%
BG
732
Bollard Group
Massachusetts
$3K
TCA
733
Trifecta Capital Advisors
Illinois
$2.74K -$80 -1 -3%
LTI
734
Laffer Tengler Investments
Tennessee
$2.52K -$703K -8,825 -100%
MA
735
MCF Advisors
Kentucky
$2.3K
CIA
736
Cape Investment Advisory
Georgia
$2.15K
AW
737
Avion Wealth
Texas
$2K
ZB
738
Zions Bancorporation
Utah
$1.93K
AWM
739
Abound Wealth Management
Tennessee
$1.85K -$1.83K -23 -48%
BCMLT
740
Beacon Capital Management LLC (Tennessee)
Tennessee
$1.55K
GWSG
741
GPS Wealth Strategies Group
Colorado
$1.49K
M
742
MOTCO
Texas
$1.41K
NSIM
743
North Star Investment Management
Illinois
$1.19K
PWMG
744
Provence Wealth Management Group
California
$1.04K +$1.12K +14 New
TWP
745
TFO Wealth Partners
Ohio
$1.01K +$1.04K +13 New
SIA
746
SkyView Investment Advisors
New Jersey
$1K -$159 -2 -14%
TFA
747
Transamerica Financial Advisors
Florida
$1K
BC
748
Bartlett & Co
Ohio
$1K +$717 +9 New
WT
749
Washington Trust
Rhode Island
$963 -$638 -8 -38%
OP
750
ORG Partners
Indiana
$821

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.