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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 %
DPW
951
DiNuzzo Private Wealth
Pennsylvania
$7.61K -$1.44K -10 -16%
WPA
952
West Paces Advisors
Georgia
$7.61K – – –
LWCFA
953
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7.47K +$7.47K +55 New
SIC
954
SJS Investment Consulting
Ohio
$7.46K -$1.29K -9 -15%
HIA
955
Harbor Investment Advisory
Maryland
$7.46K -$287 -2 -4%
PB
956
Pinnacle Bancorp
Nebraska
$7.18K – – –
BGAI
957
Bruce G. Allen Investments
Colorado
$6.89K – – –
PWMG
958
Prestige Wealth Management Group
New Jersey
$6.33K – – –
KA
959
Kozak & Associates
Colorado
$5.9K – – –
PAI
960
Pittenger & Anderson Inc
Nebraska
$5.46K +$5.46K +38 New
MA
961
MCF Advisors
Kentucky
$5.17K – – –
PCFFS
962
Pacific Center for Financial Services
California
$4.88K -$29.1K -203 -86%
CIA
963
Cape Investment Advisory
Georgia
$4.6K – – –
HWA
964
Heritage Wealth Advisors
Virginia
$4.59K +$4.59K +32 New
PA
965
Pineridge Advisors
Missouri
$4.48K -$722 -5 -14%
TCA
966
Trifecta Capital Advisors
Illinois
$4.45K – – –
RS
967
Rakuten Securities
Japan
$4.16K +$2.01K +14 +93%
IUHSA
968
Itau Unibanco Holding S.A.
Brazil
$4.16K +$4.16K +29 New
BCMLT
969
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.02K – – –
SS
970
Sunbelt Securities
Texas
$3.88K +$3.88K +27 New
ADL
971
Asset Dedication LLC
California
$3.73K +$3.01K +21 +420%
GIA
972
GHP Investment Advisors
Colorado
$3.16K – – –
S
973
Sachetta
Massachusetts
$2.73K – – –
TFM
974
TFC Financial Management
Massachusetts
$2.44K +$287 +2 +13%
TWD
975
True Wealth Design
Ohio
$2.3K -$431 -3 -16%
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