We are live on ! Find out more
PHM icon

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
CIBC World Market
151
CIBC World Market
Ontario, Canada
$8.35M +$3.37M +42,292 +60%
CAM
152
ClariVest Asset Management
California
$8.25M +$8.88M +111,363 +182,562%
Susquehanna International Group
153
Susquehanna International Group
Pennsylvania
$8.13M +$1.2M +15,011 +16%
NG
154
NatWest Group
United Kingdom
$7.95M +$352K +4,422 +4%
MSV
155
MN Services Vermogensbeheer
Netherlands
$7.92M
Aviva
156
Aviva
United Kingdom
$7.89M -$2.95M -37,010 -26%
Ohio Public Employees Retirement System (OPERS)
157
Ohio Public Employees Retirement System (OPERS)
Ohio
$7.86M -$987K -12,380 -10%
Skandinaviska Enskilda Banken (SEB)
158
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.72M +$589K +7,385 +8%
Asset Management One
159
Asset Management One
Japan
$7.65M +$703K +8,817 +9%
MPM
160
Meritage Portfolio Management
Kansas
$7.61M -$194K -2,437 -2%
ERWM
161
Elk River Wealth Management
Colorado
$7.43M -$6.86K -86 -0.1%
Canada Pension Plan Investment Board
162
Canada Pension Plan Investment Board
Ontario, Canada
$7.29M +$2.34M +29,400 +43%
Vontobel Holding
163
Vontobel Holding
Switzerland
$7.24M -$949K -11,903 -11%
AB
164
Amalgamated Bank
New York
$7.2M +$1.89M +23,718 +32%
MC
165
Muhlenkamp & Co
Pennsylvania
$7.09M +$3.29M +41,224 +76%
SLAM
166
Swiss Life Asset Management
$7.06M +$1.62M +20,268 +27%
Royal London Asset Management
167
Royal London Asset Management
United Kingdom
$7.02M +$371K +4,657 +5%
DekaBank Deutsche Girozentrale
168
DekaBank Deutsche Girozentrale
Germany
$6.96M +$270K +3,381 +4%
Verition Fund Management
169
Verition Fund Management
Connecticut
$6.68M +$1.7M +21,376 +31%
NC
170
NBW Capital
Massachusetts
$6.66M +$37.2K +467 +0.5%
Nomura Asset Management
171
Nomura Asset Management
Japan
$6.65M -$2.95K -37 -0%
National Bank of Canada
172
National Bank of Canada
Quebec, Canada
$6.64M +$3.42M +42,883 +89%
BAMF
173
BI Asset Management Fondsmaeglerselskab
Denmark
$6.62M +$4.57M +57,335 +179%
Comerica Bank
174
Comerica Bank
Texas
$6.62M +$7.13M +89,440 New
SOMRS
175
State of Michigan Retirement System
Michigan
$6.61M -$574K -7,200 -7%

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.