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Pultegroup
PHM

Overview Fund Activity

864 hedge funds and large institutions have $20B invested in Pultegroup in 2023 Q4 according to their latest regulatory filings, with 184 funds opening new positions, 251 increasing their positions, 341 reducing their positions, and 62 closing their positions.

Holders
864
Holders Change
+108
Holders Change %
+14.29%
% of All Funds
12.67%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.18%
New
184
Increased
251
Reduced
341
Closed
62
Calls
$348M
Puts
$614M
Net Calls
-$267M
Net Calls Change
-$212M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$629M
2
Pacer Advisors
2
Pacer Advisors
Pennsylvania
$310M
3
Man Group
3
Man Group
United Kingdom
$58.5M
4
Allianz Asset Management
4
Allianz Asset Management
Germany
$195M
5
Goldman Sachs
5
Goldman Sachs
New York
$217M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$0
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$602M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$11.6M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$490M
5
Millennium Management
5
Millennium Management
New York
$82.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WPA
826
West Paces Advisors
Georgia
$6.09K 59 +6 +11%
GWSA
827
Global Wealth Strategies & Associates
Colorado
$5.88K 57 – –
DPW
828
DiNuzzo Private Wealth
Pennsylvania
$5.88K 57 +57 New
CTA
829
Colonial Trust Advisors
South Carolina
$5.78K 56 – –
VCM
830
Versant Capital Management
Arizona
$5.78K 56 +12 +27%
CTC
831
Cetera Trust Company
Minnesota
$5.68K 55 +55 New
RTL
832
Red Tortoise LLC
Georgia
$5.57K 54 – –
HIA
833
Harbor Investment Advisory
Maryland
$5.47K 53 -2 -4%
CAL
834
Capital Advisors Ltd
Ohio
$5K 52 – –
AW
835
Avion Wealth
Texas
$5K 51 +5 +11%
VWA
836
Valued Wealth Advisors
Utah
$4.97K 67 +67 New
GWMIA
837
Global Wealth Management Investment Advisory
Florida
$4.75K 46 +46 New
PWMG
838
Prestige Wealth Management Group
New Jersey
$4.55K 44 – –
PA
839
Pineridge Advisors
Missouri
$4.44K 43 +43 New
AFWM
840
Abich Financial Wealth Management
Virginia
$4.44K 43 +43 New
PVH
841
Psagot Value Holdings
Israel
$4K 35 – –
TCA
842
Trifecta Capital Advisors
Illinois
$3.82K 37 – –
LTI
843
Laffer Tengler Investments
Tennessee
$3.51K 34 – –
ANBT
844
American National Bank & Trust
Texas
$3.51K 34 +34 New
MA
845
MCF Advisors
Kentucky
$3.2K 31 – –
VNA
846
Valley National Advisers
Pennsylvania
$3K 30 +30 New
CIA
847
Cape Investment Advisory
Georgia
$2.99K 29 – –
PCMC
848
Planning Capital Management Corporation
Pennsylvania
$2.79K 27 +27 New
ZB
849
Zions Bancorporation
Utah
$2.68K 26 – –
GWSG
850
GPS Wealth Strategies Group
Colorado
$2.08K 20 – –
32 33
34
35 36