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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 %
WA
901
WPG Advisers
Maryland
$10.8K +$10.8K +99 New
Q1WB
902
Quest 10 Wealth Builders
Virginia
$9.91K +$9.91K +91 New
AP
903
Aspect Partners
Virginia
$9.47K – – –
PWMG
904
Private Wealth Management Group
New Jersey
$9.37K +$327 +3 +4%
RS
905
Rakuten Securities
Japan
$9.37K +$6.21K +57 +197%
AW
906
Avion Wealth
Texas
$8K +$324 +3 +4%
HNW
907
High Note Wealth
Minnesota
$7.95K +$7.95K +73 New
SO
908
Sierra Ocean
California
$7.75K +$7.75K +71 New
CSC
909
Caldwell Sutter Capital
California
$7.51K – – –
CAWM
910
Capital A Wealth Management
Pennsylvania
$7.3K +$7.3K +67 New
AF
911
Atala Financial
California
$7.19K +$7.19K +66 New
VNA
912
Valley National Advisers
Pennsylvania
$7K +$7K +69 New
FFA
913
Frazier Financial Advisors
Ohio
$6.42K -$12K -110 -65%
DRP
914
Decker Retirement Planning
Utah
$6.32K +$6.32K +58 New
GWSA
915
Global Wealth Strategies & Associates
Colorado
$6.21K – – –
IWP
916
IAG Wealth Partners
Wisconsin
$6.1K – – –
SIM
917
Synergy Investment Management
Florida
$6.1K +$6.1K +56 New
KA
918
Kozak & Associates
Colorado
$5.97K +$1.55K +14 +35%
MFG
919
Menard Financial Group
Texas
$5.88K -$477K -4,376 -99%
RTL
920
Red Tortoise LLC
Georgia
$5.88K – – –
DF
921
Dunhill Financial
United Kingdom
$5.78K -$8.06K -74 -58%
AA
922
Addison Advisors
Vermont
$5.77K -$5.12K -47 -47%
WPA
923
West Paces Advisors
Georgia
$5.77K – – –
HIA
924
Harbor Investment Advisory
Maryland
$5.66K – – –
EBA
925
Eagle Bay Advisors
New York
$5.57K -$1.97K -18 -26%
35 36
37
38 39