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Pultegroup
PHM

Overview Fund Activity

995 hedge funds and large institutions have $26.3B invested in Pultegroup in 2024 Q3 according to their latest regulatory filings, with 156 funds opening new positions, 337 increasing their positions, 390 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
995
Holders Change
+64
Holders Change %
+6.87%
% of All Funds
14.39%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
156
Increased
337
Reduced
390
Closed
86
Calls
$385M
Puts
$471M
Net Calls
-$86.8M
Net Calls Change
+$16.5M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$1.3B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$236M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$162M
4
Ameriprise
Ameriprise
Minnesota
$407M
5
Franklin Resources
Franklin Resources
California
$1.65B

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$4.74M
2
AQR Capital Management
AQR Capital Management
Connecticut
$189M
3
Allianz Asset Management
Allianz Asset Management
Germany
$146M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$614M
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$52.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
901
EverSource Wealth Advisors
Alabama
$35.2K +$6.17K +43 +21%
WWP
902
WR Wealth Planners
Missouri
$34.6K +$1.29K +9 +4%
LI
903
LRI Investments
Florida
$34.4K +$7.51K +58 +28%
BAM
904
Byrne Asset Management
New Jersey
$34.2K -$7.75K -54 -18%
BIA
905
Bell Investment Advisors
California
$33.6K – – –
CB
906
CNB Bank
Pennsylvania
$31.6K -$1.01K -7 -3%
JWA
907
JFS Wealth Advisors
Pennsylvania
$30.4K -$6.46K -45 -18%
CB
908
Community Bank
New York
$30.1K – – –
TCG
909
Transcendent Capital Group
Oklahoma
$28.7K +$28.7K +200 New
FFO
910
Fortitude Family Office
Arizona
$26.6K +$14.2K +99 +115%
FFA
911
Frazier Financial Advisors
Ohio
$24.3K -$36.3K -253 -60%
AAG
912
Armstrong Advisory Group
Massachusetts
$24.3K -$9.9K -69 -29%
ATS
913
Ashton Thomas Securities
New York
$22.2K +$22.2K +155 New
VWA
914
Valued Wealth Advisors
Utah
$21.7K +$575 +4 +3%
WIM
915
Westside Investment Management
California
$21.5K – – –
AF
916
Advisornet Financial
Minnesota
$21.3K – – –
IAIM
917
International Assets Investment Management
Florida
$20.2K +$20.2K +52,938 New
HWA
918
HHM Wealth Advisors
Tennessee
$20.1K +$20.1K +140 New
FMII
919
Farmers & Merchants Investments Inc
Nebraska
$20.1K – – –
AAP
920
Arax Advisory Partners
Colorado
$19.4K +$19.4K +135 New
HGA
921
Hobbs Group Advisors
South Carolina
$18.8K +$18.8K +131 New
DF
922
Dunhill Financial
United Kingdom
$18.2K +$3.3K +23 +22%
PPWM
923
PFG Private Wealth Management
Florida
$18.1K – – –
RA
924
Rise Advisors
New York
$18K – – –
AWM
925
Activest Wealth Management
Florida
$17.5K +$17.5K +122 New
35 36
37
38 39