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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
$277M
3
Amundi
Amundi
France
$181M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$84.4M
5
Franklin Resources
Franklin Resources
California
$1.3B

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$783M
2
Invesco
Invesco
Georgia
$311M
3
Los Angeles Capital Management
Los Angeles Capital Management
California
$27.5M
4
Westfield Capital Management
Westfield Capital Management
Massachusetts
$0
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$2.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWD
951
True Wealth Design
Ohio
$1.74K – – –
NSIM
952
North Star Investment Management
Illinois
$1.74K – – –
ZB
953
Zions Bancorporation
Utah
$1.42K – – –
NC
954
NewSquare Capital
Pennsylvania
$1.42K +$1.42K +13 New
WCM
955
WealthTrak Capital Management
Virginia
$1.31K +$1.31K +12 New
CIAM
956
Caitong International Asset Management
Hong Kong
$1.2K +$1.2K +11 New
BTD
957
BankPlus Trust Department
Mississippi
$1.2K +$1.2K +11 New
NL
958
NVWM LLC
Pennsylvania
$1.09K – – –
PWM
959
Parkworth Wealth Management
California
$1.09K +$1.09K +10 New
CSWM
960
Cassady Schiller Wealth Management
Ohio
$1.09K +$1.09K +10 New
PMAM
961
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
TCOV
962
Trust Company of Vermont
Vermont
$980 – – –
HWP
963
Highline Wealth Partners
California
$871 -$218 -2 -20%
TCM
964
Tradewinds Capital Management
Washington
$763 – – –
MSWM
965
Mowery & Schoenfeld Wealth Management
Illinois
$763 +$763 +7 New
AWM
966
Abound Wealth Management
Tennessee
$654 – – –
NS
967
NBC Securities
Alabama
$548 -$555K -5,063 -100%
T
968
Transce3nd
Texas
$545 +$545 +5 New
SMAM
969
Sugar Maple Asset Management
Wisconsin
$545 +$545 +5 New
PWA
970
Principia Wealth Advisory
Texas
$545 +$545 +5 New
CTB
971
Country Trust Bank
Illinois
$436 -$327 -3 -43%
CA
972
Crewe Advisors
Utah
$436 +$436 +4 New
RWM
973
Ruedi Wealth Management
Illinois
$327 – – –
FFA
974
Fairfield Financial Advisors
Massachusetts
$210 – – –
WA
975
WestEnd Advisors
North Carolina
$109 – – –
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39
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