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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 %
AI
1076
Accredited Investors
Minnesota
– -$215K -1,500 Closed
FWTB
1077
First Western Trust Bank
Colorado
– -$214K -1,489 Closed
FP
1078
Foundry Partners
Minnesota
– -$212K -1,475 Closed
MWM
1079
Merriman Wealth Management
Washington
– -$211K -1,468 Closed
FOA
1080
Five Oceans Advisors
California
– -$210K -1,464 Closed
CCFM
1081
Clear Creek Financial Management
Washington
– -$209K -1,455 Closed
CA
1082
Carson Advisory
Georgia
– -$208K -1,450 Closed
LF
1083
LifeSteps Financial
California
– -$208K -1,447 Closed
PCIA
1084
Prime Capital Investment Advisors
Kansas
– -$207K -1,443 Closed
AO
1085
Advisor OS
Illinois
– -$207K -1,442 Closed
CHP
1086
Cable Hill Partners
Oregon
– -$207K -1,440 Closed
IP
1087
Ignite Planners
California
– -$206K -1,436 Closed
BFG
1088
Beacon Financial Group
Texas
– -$206K -1,436 Closed
Luther King Capital Management (LKCM)
1089
Luther King Capital Management (LKCM)
Texas
– -$204K -1,418 Closed
WA
1090
WBH Advisory
Maryland
– -$202K -1,405 Closed
JFGIW
1091
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$160K -1,114 Closed
SIM
1092
Sentry Investment Management
Wisconsin
– -$150K -1,047 Closed
BWP
1093
Baldwin Wealth Partners
Massachusetts
– -$133K -923 Closed
SFCL
1094
Strengthening Families & Communities LLC
Massachusetts
– -$93.5K -651 Closed
CP
1095
Castleview Partners
Texas
– -$45.1K -314 Closed
AA
1096
Alta Advisers
United Kingdom
– -$43.1K -300 Closed
TCG
1097
Transcendent Capital Group
Oklahoma
– -$28.7K -200 Closed
ATS
1098
Ashton Thomas Securities
New York
– -$22.2K -155 Closed
HGA
1099
Hobbs Group Advisors
South Carolina
– -$18.8K -131 Closed
AWM
1100
Activest Wealth Management
Florida
– -$17.5K -122 Closed
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