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Pultegroup
PHM

Overview Fund Activity

707 hedge funds and large institutions have $12.4B invested in Pultegroup in 2021 Q4 according to their latest regulatory filings, with 133 funds opening new positions, 217 increasing their positions, 258 reducing their positions, and 64 closing their positions.

Holders
707
Holders Change
+59
Holders Change %
+9.1%
% of All Funds
10.92%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
133
Increased
217
Reduced
258
Closed
64
Calls
$112M
Puts
$119M
Net Calls
-$6.71M
Net Calls Change
-$15.1M

Top Buyers

1
PI
1
Putnam Investments
Massachusetts
$513M
2
Goldman Sachs
2
Goldman Sachs
New York
$146M
3
Viking Global Investors
3
Viking Global Investors
Connecticut
$52.2M
4
PWAG
4
Polaris Wealth Advisory Group
California
$49.3M
5
Bank of New York Mellon
5
Bank of New York Mellon
New York
$254M

Top Sellers

1
AQR Capital Management
1
AQR Capital Management
Connecticut
$98.2M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$245M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$23.1M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$10.3M
5
PF
5
Phoenix Financial
Israel
$510K
Name Market Value Shares Shares
Change 		Shares
Change %
MC
751
Maverick Capital
Texas
– – -2,184 Closed
JCM
752
Jacobi Capital Management
Pennsylvania
– – -1,500 Closed
NIM
753
NuWave Investment Management
New Jersey
– – -1,378 Closed
AWA
754
Arkadios Wealth Advisors
Georgia
– – -863 Closed
WLPWM
755
Walled Lake Planning & Wealth Management
Illinois
– – -612 Closed
DOA
756
D'Orazio & Associates
Virginia
– – -499 Closed
CI
757
CX Institutional
Indiana
– – -377 Closed
AWM
758
Activest Wealth Management
Florida
– – -238 Closed
RA
759
Resolute Advisors
California
– – -198 Closed
TAIM
760
TD Ameritrade Investment Management
Nebraska
– – -183 Closed
KIG
761
Kowal Investment Group
Wisconsin
– – -182 Closed
RTL
762
Red Tortoise LLC
Georgia
– – -54 Closed
MA
763
MCF Advisors
Kentucky
– – -31 Closed
WPA
764
West Paces Advisors
Georgia
– – -24 Closed
CWA
765
Clearview Wealth Advisors
Oregon
– – -20 Closed
SIC
766
Salem Investment Counselors
North Carolina
– – -19 Closed
LC
767
Lindbrook Capital
California
– – -6 Closed
SSC
768
Syverson Strege & Co
Iowa
– – -4 Closed
GKWIM
769
Gerber Kawasaki Wealth & Investment Management
California
– – -1 Closed
EAM
770
Erste Asset Management
Austria
– – – –
SWA
771
SOA Wealth Advisors
New York
$0 4 – –
MS
772
Maven Securities
Jersey
– – – –
CSWM
773
Cassady Schiller Wealth Management
Ohio
$0 3 +3 New
CWM
774
Curi Wealth Management
North Carolina
$0 3 +3 New
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