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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
UIM
176
USS Investment Management
United Kingdom
$6.6M +$186K +2,328 +3%
Toronto Dominion Bank
177
Toronto Dominion Bank
Ontario, Canada
$6.34M -$3.46M -43,414 -34%
VOYA Investment Management
178
VOYA Investment Management
Georgia
$6.32M -$372K -4,661 -5%
Wealthfront Advisers
179
Wealthfront Advisers
California
$6.24M +$317K +3,982 +5%
BC
180
Burney Company
Virginia
$6.23M -$50.9K -638 -0.8%
CSS
181
Cubist Systematic Strategies
Connecticut
$6.21M -$3.85M -48,239 -37%
Neuberger Berman Group
182
Neuberger Berman Group
New York
$5.94M +$1.08M +13,520 +20%
OLA
183
Oliver Luxxe Assets
New Jersey
$5.9M +$39.9K +500 +0.6%
GCM
184
Genus Capital Management
British Columbia, Canada
$5.8M -$780K -9,788 -11%
MAM
185
Meeder Asset Management
Ohio
$5.73M +$4M +50,119 +184%
Aberdeen Group
186
Aberdeen Group
United Kingdom
$5.72M +$1.03M +12,868 +20%
SO
187
STRS Ohio
Ohio
$5.69M +$72.5K +910 +1%
FM
188
Foster & Motley
Ohio
$5.61M -$104K -1,302 -2%
Nomura Holdings
189
Nomura Holdings
Japan
$5.6M +$922K +11,560 +18%
BPIH
190
Broad Peak Investment Holdings
Singapore
$5.48M
CM
191
Castleark Management
Illinois
$5.41M -$3.53M -44,340 -38%
HighTower Advisors
192
HighTower Advisors
Illinois
$5.33M +$2.24M +28,112 +64%
ACM
193
Argyle Capital Management
Pennsylvania
$5.32M -$138K -1,725 -2%
TWC
194
TD Waterhouse Canada
Ontario, Canada
$5.19M -$144K -1,809 -2%
GF
195
Gabelli Funds
New York
$5.11M -$781K -9,800 -12%
BHWA
196
Beacon Harbor Wealth Advisors
Virginia
$5.1M -$40.8K -512 -0.7%
SG Americas Securities
197
SG Americas Securities
New York
$5.09M +$719K +9,024 +15%
GC
198
Guggenheim Capital
Illinois
$5.08M +$656K +8,232 +14%
FAF
199
Fjarde Ap-fonden
Sweden
$5.04M -$71.7K -900 -1%
ACA
200
Aptus Capital Advisors
Alabama
$4.95M -$3.22M -40,426 -38%

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.