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Pultegroup
PHM

Overview Fund Activity

975 hedge funds and large institutions have $20.2B invested in Pultegroup in 2024 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 349 increasing their positions, 377 reducing their positions, and 136 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
975
Holders Change
-20
Holders Change %
-2.01%
% of All Funds
12.98%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.04%
New
131
Increased
349
Reduced
377
Closed
136
Calls
$268M
Puts
$338M
Net Calls
-$69.3M
Net Calls Change
+$17.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$130M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$97.9M
3
Amundi
Amundi
France
+$79.2M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$74.7M
5
Franklin Resources
Franklin Resources
California
+$74.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$202M
2
Invesco
Invesco
Georgia
-$109M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
-$72M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$66.5M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
-$65.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
826
Reyes Financial Architecture
California
$59K +$59K +542 New
CPG
827
Cornerstone Planning Group
New Jersey
$58.5K +$118 +1 +0.2%
GBT
828
Grove Bank & Trust
Florida
$56.6K +$6.21K +57 +12%
AWM
829
AllSquare Wealth Management
New York
$56.2K – – –
CAL
830
Capital Advisors Ltd
Ohio
$55K +$2.09K +19 +4%
CA
831
Continuum Advisory
Idaho
$54.8K +$2.51K +23 +5%
PMFA
832
Plante Moran Financial Advisors
Michigan
$54.5K – – –
RAM
833
Riggs Asset Management
Pennsylvania
$54.4K – – –
LC
834
Lindbrook Capital
California
$54.2K -$1.31K -12 -2%
PP
835
PrairieView Partners
Minnesota
$54K – – –
AGWCA
836
Annis Gardner Whiting Capital Advisors
Florida
$53.1K – – –
CH
837
Cromwell Holdings
Wyoming
$52.6K -$9.06K -83 -15%
PGAM
838
Princeton Global Asset Management
New Jersey
$52.4K – – –
OC
839
Oakworth Capital
Alabama
$51.7K +$44.8K +411 +642%
LAMC
840
Longview Asset Management (California)
California
$51.5K +$51.5K +473 New
MCM
841
MV Capital Management
Maryland
$51.1K +$1.31K +12 +3%
EWM
842
Evermay Wealth Management
Virginia
$49K – – –
TSMHT
843
Thurston Springer Miller Herd & Titak
Indiana
$48.3K +$14.3K +131 +42%
AT
844
Arlington Trust
Alabama
$47.9K – – –
DJSG
845
D.J. St. Germain
Massachusetts
$47.9K – – –
DMBA
846
Deseret Mutual Benefit Administrators
Utah
$46.6K – – –
FP
847
Financial Perspectives
Minnesota
$44.6K – – –
WW
848
Winnow Wealth
Texas
$44K +$44K +410 New
AA
849
Ancora Advisors
Ohio
$43.8K – – –
PFBT
850
Parkside Financial Bank & Trust
Missouri
$43.2K +$2.4K +22 +6%
32 33
34
35 36