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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
UH
801
Unigestion Holding
Switzerland
-$537K -6,945 Closed
PRS
802
Pinkerton Retirement Specialists
Idaho
-$525K -6,762 Closed
DT
803
Diversified Trust
Tennessee
-$521K -6,711 Closed
MGIM
804
M&G Investment Management
United Kingdom
-$466K -5,977 Closed
DCM
805
Dupont Capital Management
Delaware
-$459K -5,903 Closed
TA
806
Tactive Advisors
Florida
-$450K -5,796 Closed
BCM
807
Bayesian Capital Management
New York
-$433K -5,577 Closed
BWP
808
Balboa Wealth Partners
Arizona
-$420K -5,403 Closed
MA
809
Mutual Advisors
Nebraska
-$420K -5,401 Closed
DU
810
Delphia (USA)
Ontario, Canada
-$390K -5,017 Closed
SC
811
Shay Capital
New York
-$388K -5,000 Closed
BAM
812
Belpointe Asset Management
Nevada
-$374K -4,815 Closed
GIA
813
Gladstone Institutional Advisory
Florida
-$366K -4,707 Closed
V
814
Veritable
Delaware
-$363K -4,677 Closed
GHA
815
GW Henssler & Associates
Georgia
-$354K -4,562 Closed
AG
816
AIA Group
Hong Kong
-$323K -4,164 Closed
VAS
817
Vestmark Advisory Solutions
Massachusetts
-$315K -4,060 Closed
HH
818
Hilltop Holdings
Texas
-$296K -3,810 Closed
PTC
819
Petrus Trust Company
Texas
-$285K -3,668 Closed
CBTWT
820
Community Bank & Trust (Waco, Texas)
Texas
-$281K -3,616 Closed
MAS
821
Meeder Advisory Services
Ohio
-$263K -3,391 Closed
EHWM
822
Eads & Heald Wealth Management
Georgia
-$253K -3,259 Closed
I
823
InceptionR
California
-$251K -3,228 Closed
TA
824
TFB Advisors
Kansas
-$247K -3,186 Closed
GWM
825
Gitterman Wealth Management
New Jersey
-$244K -3,139 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.