Pultegroup
912 hedge funds and large institutions have $22.8B invested in Pultegroup in 2024 Q1 according to their latest regulatory filings, with 127 funds opening new positions, 308 increasing their positions, 370 reducing their positions, and 72 closing their positions.
76% more first-time investments, than exits
New positions opened: 127 | Existing positions closed: 72
14% more capital invested
Capital invested by funds: $20B → $22.8B (+$2.78B)
5% more funds holding
Funds holding: 869 → 912 (+43)
0.61% less ownership
Funds ownership: 90.02% → 89.41% (-0.61%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
17% less repeat investments, than reductions
Existing positions increased: 308 | Existing positions reduced: 370
21% less call options, than puts
Call options by funds: $322M | Put options by funds: $407M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$1.2B |
| 2 |
BlackRock
New York
|
+$150M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$123M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$37.9M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$33.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$330M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$87M |
| 3 |
Squarepoint
New York
|
-$59.4M |
| 4 |
JAM
Jupiter Asset Management
London,
United Kingdom
|
-$57.4M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$56.6M |
PHM Hedge Fund Activity: Q1 2024 in Review
912 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2024, worth a combined $22.8B — up 14% from $20B a quarter earlier.
Buyers outnumbered sellers: 127 funds opened new PHM positions and 72 closed out — a net gain of 55 holders — while 308 added to existing stakes and 370 trimmed.
The largest buyer was Franklin Resources, adding an estimated $1.2B. The largest seller was Morgan Stanley, cutting an estimated $330M.
- 912 institutional investors held Pultegroup (PHM) as of Q1 2024, up from 869 in Q4 2023.
- Funds reported $22.8B of Pultegroup stock for Q1 2024, up 14% quarter-over-quarter.
- 127 funds opened new Pultegroup positions in Q1 2024 and 72 closed out, a net change of +55 holders.
- The largest Pultegroup buyer in Q1 2024 was Franklin Resources, an estimated $1.2B added.
- The largest Pultegroup seller in Q1 2024 was Morgan Stanley, an estimated $330M sold.
Based on aggregated 13F filings for Q1 2024.