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Pultegroup

629 hedge funds and large institutions have $8.27B invested in Pultegroup in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 225 increasing their positions, 245 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% more ownership

Funds ownership: 87.39%87.77% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 245

9% less call options, than puts

Call options by funds: $91.9M | Put options by funds: $101M

4% less funds holding

Funds holding: 653629 (-24)

7% less capital invested

Capital invested by funds: $8.85B → $8.27B (-$583M)

16% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 79

Holders
629
Holders Change
-24
Holders Change %
-3.68%
% of All Funds
10.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
66
Increased
225
Reduced
245
Closed
79
Calls
$91.9M
Puts
$101M
Net Calls
-$9.04M
Net Calls Change
-$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
76
Mackenzie Financial
Ontario, Canada
$15.8M -$833K -19,784 -5%
UBS Group
77
UBS Group
Switzerland
$15.7M -$7.93M -188,371 -32%
Jacobs Levy Equity Management
78
Jacobs Levy Equity Management
New Jersey
$15.5M +$1.16M +27,642 +8%
GLA
79
Great Lakes Advisors
Illinois
$15.1M +$16M +379,896 New
CS
80
Credit Suisse
Switzerland
$14.9M -$799K -18,974 -5%
WAM
81
Winslow Asset Management
Ohio
$14.8M +$148K +3,525 +1%
Robeco Institutional Asset Management
82
Robeco Institutional Asset Management
Netherlands
$14.3M +$1.47M +34,804 +11%
T. Rowe Price Associates
83
T. Rowe Price Associates
Maryland
$14.1M -$1.81M -43,076 -11%
Envestnet Asset Management
84
Envestnet Asset Management
Illinois
$14.1M -$1.93M -45,838 -11%
RJA
85
Raymond James & Associates
Florida
$13.7M -$433K -10,275 -3%
Natixis Advisors
86
Natixis Advisors
Massachusetts
$13.5M +$2.9M +68,888 +25%
Prudential Financial
87
Prudential Financial
New Jersey
$13.2M -$16M -380,471 -53%
NIG
88
NFJ Investment Group
Texas
$13.1M +$192K +4,556 +1%
Nordea Investment Management
89
Nordea Investment Management
Sweden
$13M -$34.5M -818,145 -71%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$13M -$1.32M -31,377 -9%
Lazard Asset Management
91
Lazard Asset Management
New York
$12.8M -$2.16M -51,212 -14%
Franklin Resources
92
Franklin Resources
California
$12.5M +$736K +17,466 +6%
ERSOT
93
Employees Retirement System of Texas
Texas
$12.5M
State Board of Administration of Florida Retirement System
94
State Board of Administration of Florida Retirement System
Florida
$12.3M -$1.02M -24,269 -7%
Principal Financial Group
95
Principal Financial Group
Iowa
$12M -$1.37M -32,591 -10%
RFC
96
Regions Financial Corp
Alabama
$12M +$107K +2,548 +0.9%
BCM
97
Bridgeway Capital Management
Texas
$11.7M
SFM
98
Systematic Financial Management
New Jersey
$11.5M -$291K -6,915 -2%
New York State Common Retirement Fund
99
New York State Common Retirement Fund
New York
$11.2M -$1.08M -25,600 -8%
Citadel Advisors
100
Citadel Advisors
Florida
$10.8M +$8.59M +203,984 +294%

PHM Hedge Fund Activity: Q2 2022 in Review

629 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2022, worth a combined $8.27B — down 6.6% from $8.85B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of PHM and 66 opened new positions — a net loss of 13 holders — while 245 trimmed existing stakes and 225 added.

The largest buyer was Greenhaven Associates, opening a new position worth an estimated $179M. The largest seller was Fidelity Investments, cutting an estimated $60.2M.

  • 629 institutional investors held Pultegroup (PHM) as of Q2 2022, down from 653 in Q1 2022.
  • Funds reported $8.27B of Pultegroup stock for Q2 2022, down 6.6% quarter-over-quarter.
  • 66 funds opened new Pultegroup positions in Q2 2022 and 79 closed out, a net change of -13 holders.
  • The largest Pultegroup buyer in Q2 2022 was Greenhaven Associates, an estimated $179M added.
  • The largest Pultegroup seller in Q2 2022 was Fidelity Investments, an estimated $60.2M sold.

Based on aggregated 13F filings for Q2 2022.