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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
RFC
101
Regions Financial Corp
Alabama
$12.6M +$1.9M +38,269 +15%
Capital Fund Management (CFM)
102
Capital Fund Management (CFM)
France
$12.6M +$5.28M +106,373 +55%
CAMG
103
CWA Asset Management Group
Florida
$12.5M +$468K +9,429 +3%
Franklin Resources
104
Franklin Resources
California
$12.5M +$1.81M +36,419 +14%
SFM
105
Systematic Financial Management
New Jersey
$12.4M +$76.7K +1,545 +0.5%
BCM
106
Bridgeway Capital Management
Texas
$12.4M -$1.28M -25,700 -8%
CAM
107
ClariVest Asset Management
California
$12.2M +$514K +10,368 +4%
ZIM
108
Zacks Investment Management
Illinois
$11.5M -$11.7K -236 -0.1%
Vontobel Holding
109
Vontobel Holding
Switzerland
$11.5M -$21.9K -442 -0.2%
Natixis Advisors
110
Natixis Advisors
Massachusetts
$11.4M -$263K -5,308 -2%
RJFSA
111
Raymond James Financial Services Advisors
Florida
$11.3M +$2.69M +54,250 +25%
RA
112
Royce & Associates
New York
$11.2M -$3.59M -72,400 -21%
SFI
113
Susquehanna Fundamental Investments
Pennsylvania
$11.1M +$13.2M +265,080 New
Adage Capital Partners
114
Adage Capital Partners
Massachusetts
$10.9M -$506K -10,200 -4%
OPERF
115
Oregon Public Employees Retirement Fund
Oregon
$9.95M -$792K -15,964 -6%
BCM
116
Basswood Capital Management
New York
$9.92M -$15.1M -303,893 -56%
Schroder Investment Management Group
117
Schroder Investment Management Group
United Kingdom
$9.76M -$9.55M -192,533 -47%
Canada Life
118
Canada Life
Manitoba, Canada
$9.72M -$245K -4,931 -2%
Rafferty Asset Management
119
Rafferty Asset Management
New York
$9.7M -$1.65M -33,319 -13%
Nomura Holdings
120
Nomura Holdings
Japan
$9.55M -$231K -4,656 -2%
BAM
121
Berkshire Asset Management
Pennsylvania
$9.18M -$182K -3,660 -2%
Ensign Peak Advisors
122
Ensign Peak Advisors
Utah
$9.11M -$1.3M -26,180 -11%
HW
123
Hancock Whitney
Mississippi
$9.11M -$148K -2,983 -1%
RIA
124
RPG Investment Advisory
California
$8.41M +$3.09M +62,196 +45%
GF
125
Goodman Financial
Texas
$8.19M +$9.7M +195,426 New

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.