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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
CCA
751
Catalyst Capital Advisors
New York
-$37K -651 Closed
DFCM
752
Dark Forest Capital Management
Puerto Rico
-$25K -436 Closed
CF
753
Concorde Financial
Texas
-$24K -415 Closed
PMFA
754
Plante Moran Financial Advisors
Michigan
-$20K -346 Closed
CWS
755
Confluence Wealth Services
Pennsylvania
-$11K -200 Closed
VCM
756
Vigilant Capital Management
Maine
-$10K -173 Closed
WWMSC
757
Wagner Wealth Management (South Carolina)
South Carolina
-$8K -140 Closed
AP
758
Arlington Partners
Alabama
-$7K -120 Closed
AIP
759
Ahrens Investment Partners
Louisiana
-$6K -102 Closed
ACM
760
Aquatic Capital Management
Illinois
-$6K -100 Closed
WFS
761
Widmann Financial Services
Maryland
-$4K -87 Closed
SFM
762
Signet Financial Management
New Jersey
-$5K -86 Closed
EWM
763
Edge Wealth Management
New York
-$3K -59 Closed
CT
764
Cambridge Trust
Massachusetts
-$3K -51 Closed
AWM
765
Accel Wealth Management
Iowa
-$2K -42 Closed
EBA
766
Eagle Bay Advisors
New York
-$2K -40 Closed
SC
767
Sierra Capital
Florida
-$2K -29 Closed
Optiver Holding
768
Optiver Holding
Netherlands
-$1K -28 Closed
LWA
769
Lenox Wealth Advisors
New York
-$1K -25 Closed
AWA
770
Amplius Wealth Advisors
Pennsylvania
-$1K -24 Closed
AW
771
Avion Wealth
Texas
-$1K -23 Closed
BFC
772
Bedel Financial Consulting
Indiana
-$1K -12 Closed
CAL
773
Capital Advisors Ltd
Ohio
-$1K -11 Closed
GA
774
GoalVest Advisory
New York
+$248 +5 New
SIC
775
SJS Investment Consulting
Ohio
+$447 +9 New

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.