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Pultegroup

653 hedge funds and large institutions have $8.85B invested in Pultegroup in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 219 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $149M | Put options by funds: $105M

1.03% more ownership

Funds ownership: 86.36%87.39% (+1%)

8% less funds holding

Funds holding: 710653 (-57)

14% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 254

29% less capital invested

Capital invested by funds: $12.4B → $8.85B (-$3.6B)

37% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 123

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
653
Holders Change
-57
Holders Change %
-8.03%
% of All Funds
10.3%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
77
Increased
219
Reduced
254
Closed
123
Calls
$149M
Puts
$105M
Net Calls
+$44.7M
Net Calls Change
+$51.4M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
76
Glenmede Trust
Pennsylvania
$18.2M +$14.9M +300,402 +223%
Mitsubishi UFJ Trust & Banking
77
Mitsubishi UFJ Trust & Banking
Japan
$18.1M +$718K +14,478 +3%
Mackenzie Financial
78
Mackenzie Financial
Ontario, Canada
$17.5M +$671K +13,524 +3%
Twin Tree Management
79
Twin Tree Management
Texas
$17.5M +$20.7M +416,797 New
California State Teachers Retirement System (CalSTRS)
80
California State Teachers Retirement System (CalSTRS)
California
$17.4M -$1.77M -35,729 -8%
Envestnet Asset Management
81
Envestnet Asset Management
Illinois
$16.8M -$369K -7,438 -2%
T. Rowe Price Associates
82
T. Rowe Price Associates
Maryland
$16.7M -$104K -2,095 -0.5%
Loomis, Sayles & Company
83
Loomis, Sayles & Company
Massachusetts
$16.6M -$552K -11,133 -3%
CS
84
Credit Suisse
Switzerland
$16.5M +$1.8M +36,177 +10%
Lazard Asset Management
85
Lazard Asset Management
New York
$15.7M +$16.1M +323,539 +624%
WAM
86
Winslow Asset Management
Ohio
$15.5M -$280K -5,643 -2%
Jacobs Levy Equity Management
87
Jacobs Levy Equity Management
New Jersey
$15.3M +$18.1M +364,461 New
State of Tennessee, Department of Treasury
88
State of Tennessee, Department of Treasury
Tennessee
$15.2M -$812K -16,358 -4%
New York State Teachers Retirement System (NYSTRS)
89
New York State Teachers Retirement System (NYSTRS)
New York
$15.1M -$217K -4,364 -1%
RJA
90
Raymond James & Associates
Florida
$14.9M -$4.63M -93,298 -21%
Principal Financial Group
91
Principal Financial Group
Iowa
$14.1M -$1.36M -27,445 -8%
VRS
92
Virginia Retirement Systems
Virginia
$14.1M -$3.27M -66,000 -16%
State Board of Administration of Florida Retirement System
93
State Board of Administration of Florida Retirement System
Florida
$14M -$1.41M -28,423 -8%
Robeco Institutional Asset Management
94
Robeco Institutional Asset Management
Netherlands
$13.7M +$283K +5,695 +2%
NIG
95
NFJ Investment Group
Texas
$13.7M -$1.67M -33,751 -9%
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$13.5M -$5.08M -102,328 -25%
ERSOT
97
Employees Retirement System of Texas
Texas
$13.2M
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
$12.9M +$1.09M +21,922 +8%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$12.9M -$2.03M -40,952 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
100
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$12.8M +$8.57M +172,690 +129%

PHM Hedge Fund Activity: Q1 2022 in Review

653 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2022, worth a combined $8.85B — down 29% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PHM and 77 opened new positions — a net loss of 46 holders — while 254 trimmed existing stakes and 219 added.

The largest buyer was Harris Associates, adding an estimated $218M. The largest seller was Bank of New York Mellon, cutting an estimated $94.2M.

  • 653 institutional investors held Pultegroup (PHM) as of Q1 2022, down from 710 in Q4 2021.
  • Funds reported $8.85B of Pultegroup stock for Q1 2022, down 29% quarter-over-quarter.
  • 77 funds opened new Pultegroup positions in Q1 2022 and 123 closed out, a net change of -46 holders.
  • The largest Pultegroup buyer in Q1 2022 was Harris Associates, an estimated $218M added.
  • The largest Pultegroup seller in Q1 2022 was Bank of New York Mellon, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.