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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
FGAM
751
Financial Gravity Asset Management
Texas
$790 -$5.26K -66 -85%
BCWM
752
Bartlett & Co Wealth Management
Ohio
$668 +$717 +9 New
ECM
753
Everence Capital Management
Indiana
$632 +$681K +8,540 New
TFM
754
TFC Financial Management
Massachusetts
$593
EWM
755
Evermay Wealth Management
Virginia
$372
FAM
756
Flaharty Asset Management
Florida
$370 +$399 +5 New
ACM
757
Antonetti Capital Management
Florida
$149 +$80 +1 +100%
FFA
758
Fairfield Financial Advisors
Massachusetts
$141
WA
759
WestEnd Advisors
North Carolina
$74 +$80 +1 New
PFM
760
Premier Fund Managers
United Kingdom
-$42.5M -550,000 Closed
Point72 Asset Management
761
Point72 Asset Management
Connecticut
-$24.2M -303,931 Closed
ECM
762
Engle Capital Management
Connecticut
-$18.4M -237,000 Closed
AAF
763
Andra AP-fonden
Sweden
-$16.3M -210,000 Closed
GF
764
Goodman Financial
Texas
-$11.8M -151,837 Closed
BC
765
Brookfield Corp
Ontario, Canada
-$11.7M -150,846 Closed
WP
766
Woodline Partners
California
-$11.7M -150,191 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
767
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$9.87M -127,000 Closed
BIC
768
Beach Investment Counsel
Pennsylvania
-$8.6M -110,671 Closed
UCMOK
769
United Capital Management of KS
Kansas
-$7.82M -100,730 Closed
TI
770
Trexquant Investment
Connecticut
-$7.77M -99,964 Closed
WMSA
771
Weiss Multi-Strategy Advisers
New York
-$5.79M -74,586 Closed
KIG
772
Kessler Investment Group
Indiana
-$5.64M -72,566 Closed
CI
773
CX Institutional
Indiana
-$5.5M -70,815 Closed
EGI
774
EAM Global Investors
California
-$5.39M -69,450 Closed
Marshall Wace
775
Marshall Wace
United Kingdom
-$4.06M -52,250 Closed

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.