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Pultegroup

759 hedge funds and large institutions have $14.9B invested in Pultegroup in 2023 Q3 according to their latest regulatory filings, with 94 funds opening new positions, 278 increasing their positions, 275 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 91

1% more repeat investments, than reductions

Existing positions increased: 278 | Existing positions reduced: 275

0.26% more ownership

Funds ownership: 90.46%90.72% (+0.26%)

1% less funds holding

Funds holding: 765759 (-6)

5% less capital invested

Capital invested by funds: $15.7B → $14.9B (-$804M)

11% less call options, than puts

Call options by funds: $435M | Put options by funds: $489M

50% less funds holding in top 10

Funds holding in top 10: 126 (-6)

Holders
759
Holders Change
-6
Holders Change %
-0.78%
% of All Funds
12.05%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.1%
New
94
Increased
278
Reduced
275
Closed
91
Calls
$435M
Puts
$489M
Net Calls
-$54.4M
Net Calls Change
-$147M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
126
TD Asset Management
Ontario, Canada
$12.8M +$4.22M +52,980 +44%
Macquarie Group
127
Macquarie Group
Australia
$12.1M +$952K +11,946 +8%
PI
128
PGGM Investments
Netherlands
$11.7M +$1.64M +20,564 +15%
OPERF
129
Oregon Public Employees Retirement Fund
Oregon
$11.6M -$4.63M -58,106 -27%
Manulife (Manufacturers Life Insurance)
130
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$11.3M -$502K -6,301 -4%
EF
131
Empowered Funds
Pennsylvania
$11.2M +$6.35M +79,674 +112%
EAM
132
Eagle Asset Management
Florida
$11.2M -$13.6K -170 -0.1%
Ensign Peak Advisors
133
Ensign Peak Advisors
Utah
$11M +$1.58M +19,828 +15%
Nisa Investment Advisors
134
Nisa Investment Advisors
Missouri
$11M +$1.32M +16,580 +13%
Rafferty Asset Management
135
Rafferty Asset Management
New York
$10.9M -$488K -6,116 -4%
SFM
136
Systematic Financial Management
New Jersey
$10.8M -$730K -9,159 -6%
IG
137
ING Group
Netherlands
$10.7M +$8.94M +112,122 +352%
MWM
138
Moran Wealth Management
Florida
$10.5M -$47K -589 -0.4%
RA
139
Royce & Associates
New York
$10.2M -$438K -5,490 -4%
D.E. Shaw & Co
140
D.E. Shaw & Co
New York
$9.88M -$1.43M -17,925 -12%
BA
141
Bridgewater Associates
Connecticut
$9.8M +$4.57M +57,341 +76%
AIM
142
Achmea Investment Management
Netherlands
$9.49M +$4.51M +56,569 +79%
Corient Private Wealth
143
Corient Private Wealth
Florida
$9.45M +$30.1K +377 +0.3%
VIM
144
Vinva Investment Management
Australia
$9.25M +$2.49M +31,215 +35%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$9.25M +$123K +1,543 +1%
Chevy Chase Trust
146
Chevy Chase Trust
Maryland
$9.14M -$446K -5,595 -4%
State of New Jersey Common Pension Fund D
147
State of New Jersey Common Pension Fund D
New Jersey
$9.04M +$203K +2,550 +2%
NAM
148
NorthCrest Asset Manangement
Minnesota
$8.88M -$98.7K -1,238 -1%
PP
149
Patten & Patten
Tennessee
$8.77M -$1.62M -20,380 -15%
LG
150
Leuthold Group
Minnesota
$8.59M -$171K -2,149 -2%

PHM Hedge Fund Activity: Q3 2023 in Review

759 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2023, worth a combined $14.9B — down 5.1% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new PHM positions and 91 closed out — a net gain of 3 holders — while 278 added to existing stakes and 275 trimmed.

The largest buyer was Squarepoint, adding an estimated $78.9M. The largest seller was Harris Associates, cutting an estimated $160M.

  • 759 institutional investors held Pultegroup (PHM) as of Q3 2023, down from 765 in Q2 2023.
  • Funds reported $14.9B of Pultegroup stock for Q3 2023, down 5.1% quarter-over-quarter.
  • 94 funds opened new Pultegroup positions in Q3 2023 and 91 closed out, a net change of +3 holders.
  • The largest Pultegroup buyer in Q3 2023 was Squarepoint, an estimated $78.9M added.
  • The largest Pultegroup seller in Q3 2023 was Harris Associates, an estimated $160M sold.

Based on aggregated 13F filings for Q3 2023.