Pultegroup
PHM
656 hedge funds and large institutions have $10B invested in Pultegroup in 2022 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 204 increasing their positions, 268 reducing their positions, and 56 closing their positions.
133% more funds holding in top 10
Funds holding in top 10: 3 → 7 (+4)
70% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 56
29% more capital invested
Capital invested by funds: $7.77B → $10B (+$2.24B)
4% more funds holding
Funds holding: 633 → 656 (+23)
0.11% more ownership
Funds ownership: 89.58% → 89.69% (+0.11%)
9% less call options, than puts
Call options by funds: $80.1M | Put options by funds: $87.9M
24% less repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 268
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$132M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$51.7M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$40.3M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$34.5M |
| 5 |
Morgan Stanley
New York
|
+$24.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$58.1M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$42M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$38.7M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$37.1M |
| 5 |
First Trust Advisors
Wheaton,
Illinois
|
-$31.1M |
PHM Hedge Fund Activity: Q4 2022 in Review
656 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2022, worth a combined $10B — up 29% from $7.77B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new PHM positions and 56 closed out — a net gain of 39 holders — while 204 added to existing stakes and 268 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $132M. The largest seller was BlackRock, cutting an estimated $58.1M.
- 656 institutional investors held Pultegroup (PHM) as of Q4 2022, up from 633 in Q3 2022.
- Funds reported $10B of Pultegroup stock for Q4 2022, up 29% quarter-over-quarter.
- 95 funds opened new Pultegroup positions in Q4 2022 and 56 closed out, a net change of +39 holders.
- The largest Pultegroup buyer in Q4 2022 was Balyasny Asset Management, an estimated $132M added.
- The largest Pultegroup seller in Q4 2022 was BlackRock, an estimated $58.1M sold.
Based on aggregated 13F filings for Q4 2022.