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Pultegroup
PHM

Overview Fund Activity

906 hedge funds and large institutions have $22.7B invested in Pultegroup in 2024 Q1 according to their latest regulatory filings, with 125 funds opening new positions, 307 increasing their positions, 367 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
906
Holders Change
+42
Holders Change %
+4.86%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.16%
New
125
Increased
307
Reduced
367
Closed
72
Calls
$322M
Puts
$407M
Net Calls
-$84.6M
Net Calls Change
+$182M

Top Buyers

1
Franklin Resources
Franklin Resources
California
$1.4B
2
BlackRock
BlackRock
New York
$2.64B
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
$150M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
$172M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$202M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$364M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$605M
3
Squarepoint
Squarepoint
New York
$51.3M
4
AQR Capital Management
AQR Capital Management
Connecticut
$379M
5
Vanguard Group
Vanguard Group
Pennsylvania
$2.93B
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
951
Algert Global
California
– -$300K -2,904 Closed
PCOC
952
Power Corp of Canada
Canada
– -$299K -2,901 Closed
MWM
953
Meridian Wealth Management
Kentucky
– -$278K -2,690 Closed
BFM
954
Boothbay Fund Management
New York
– -$260K -2,516 Closed
SRL
955
Scientech Research LLC
New Jersey
– -$248K -2,404 Closed
CA
956
Calton & Associates
Florida
– -$246K -2,387 Closed
GWS
957
Glassman Wealth Services
Virginia
– -$229K -2,216 Closed
IAS
958
Insigneo Advisory Services
Florida
– -$228K -2,209 Closed
XT
959
XTX Topco
Cayman Islands
– -$223K -2,156 Closed
TSW
960
Three Seasons Wealth
Utah
– -$208K -2,017 Closed
HT
961
Headlands Technologies
Illinois
– -$200K -1,940 Closed
EAM
962
Erste Asset Management
Austria
– -$117K -1,130 Closed
AP
963
Arlington Partners
Alabama
– -$45.4K -440 Closed
SA
964
Scarborough Advisors
Maryland
– -$43.6K -422 Closed
BFPW
965
BOK Financial Private Wealth
Colorado
– -$31.2K -302 Closed
QL
966
Quarry LP
New York
– -$24.8K -240 Closed
WCM
967
Winthrop Capital Management
Indiana
– -$24.5K -237 Closed
TCWA
968
Turtle Creek Wealth Advisors
Texas
– -$24.2K -234 Closed
LF
969
Lee Financial
Texas
– -$22.8K -220 Closed
CAC
970
Core Alternative Capital
Georgia
– -$18.5K -180 Closed
TWM
971
Tradition Wealth Management
Minnesota
– -$11K -103 Closed
TIM
972
Tortoise Investment Management
New York
– -$10.3K -100 Closed
NMG
973
New Millennium Group
Utah
– -$9.19K -89 Closed
LOIM
974
Liberty One Investment Management
Illinois
– -$9.11K -88 Closed
GWMIA
975
Global Wealth Management Investment Advisory
Florida
– -$4.75K -46 Closed
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