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Pultegroup
PHM

Overview Fund Activity

931 hedge funds and large institutions have $20.5B invested in Pultegroup in 2024 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 347 increasing their positions, 340 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
931
Holders Change
+25
Holders Change %
+2.76%
% of All Funds
13.54%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
122
Increased
347
Reduced
340
Closed
82
Calls
$207M
Puts
$310M
Net Calls
-$103M
Net Calls Change
-$18.8M

Top Buyers

1
UBS AM
UBS AM
Illinois
$190M
2
Nordea Investment Management
Nordea Investment Management
Sweden
$135M
3
Citadel Advisors
Citadel Advisors
Florida
$55.5M
4
Jane Street
Jane Street
New York
$44.7M
5
Millennium Management
Millennium Management
New York
$71.7M

Top Sellers

1
AQR Capital Management
AQR Capital Management
Connecticut
$227M
2
Franklin Resources
Franklin Resources
California
$1.17B
3
Holocene Advisors
Holocene Advisors
New York
$39.6M
4
Invesco
Invesco
Georgia
$373M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$9.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
DPW
876
DiNuzzo Private Wealth
Pennsylvania
$6.94K +$661 +6 +11%
SIC
877
SJS Investment Consulting
Ohio
$6.72K -$991 -9 -13%
LFA
878
LGT Financial Advisors
Texas
$6.72K – – –
DWM
879
Dogwood Wealth Management
Kansas
$6.72K +$6.72K +61 New
HCM
880
Hollencrest Capital Management
California
$6.61K – – –
GWSA
881
Global Wealth Strategies & Associates
Colorado
$6.28K – – –
AFWM
882
Abich Financial Wealth Management
Virginia
$6.17K +$220 +2 +4%
IWP
883
IAG Wealth Partners
Wisconsin
$6.17K +$6.17K +56 New
CTC
884
Cetera Trust Company
Minnesota
$6.06K – – –
HIA
885
Harbor Investment Advisory
Maryland
$5.95K -$4.95K -45 -45%
RTL
886
Red Tortoise LLC
Georgia
$5.95K – – –
WPA
887
West Paces Advisors
Georgia
$5.84K – – –
OC
888
Oakworth Capital
Alabama
$5.73K +$5.73K +52 New
PB
889
Pinnacle Bancorp
Nebraska
$5.51K – – –
BGAI
890
Bruce G. Allen Investments
Colorado
$5.29K – – –
TWC
891
TD Waterhouse Canada
Ontario, Canada
$5.2K +$743 +7 +17%
ZB
892
Zions Bancorporation
Utah
$5.18K +$3.74K +34 +262%
AA
893
Addison Advisors
Vermont
$5.07K +$5.07K +46 New
PWMG
894
Prestige Wealth Management Group
New Jersey
$4.85K – – –
KA
895
Kozak & Associates
Colorado
$4.22K – – –
PA
896
Pineridge Advisors
Missouri
$3.98K -$663 -6 -14%
MA
897
MCF Advisors
Kentucky
$3.97K – – –
LTI
898
Laffer Tengler Investments
Tennessee
$3.74K – – –
CIA
899
Cape Investment Advisory
Georgia
$3.52K – – –
TCA
900
Trifecta Capital Advisors
Illinois
$3.41K -$110 -1 -3%
34 35
36
37 38