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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
PAMG
201
Patton Albertson Miller Group
Tennessee
$4.85M +$76K +953 +1%
VPIM
202
Vanguard Personalized Indexing Management
California
$4.83M +$231K +2,898 +5%
Cetera Investment Advisers
203
Cetera Investment Advisers
Illinois
$4.8M +$2.28M +28,646 +79%
Mirae Asset Global Investments
204
Mirae Asset Global Investments
South Korea
$4.77M -$743K -9,325 -13%
LS
205
Livforsakringsbolaget Skandia
Sweden
$4.64M -$63.8K -800 -1%
II
206
IFM Investors
Australia
$4.52M -$33.3K -418 -0.7%
ASRS
207
Arizona State Retirement System
Arizona
$4.51M -$25.1K -315 -0.5%
Wealth Enhancement Advisory Services
208
Wealth Enhancement Advisory Services
Minnesota
$4.5M +$4.85M +60,829 New
GAM
209
Gotham Asset Management
New York
$4.45M -$920K -11,540 -16%
BCM
210
BTC Capital Management
Iowa
$4.43M -$3.06M -38,358 -39%
PI
211
PineBridge Investments
New York
$4.43M +$1.04M +13,071 +28%
TCM
212
Twin Capital Management
Pennsylvania
$4.37M -$346K -4,340 -7%
SCM
213
Seascape Capital Management
New Hampshire
$4.34M -$26.4K -331 -0.6%
AIG
214
American International Group
New York
$4.3M -$190K -2,379 -4%
FC
215
FORA Capital
Florida
$4.2M +$4.52M +56,721 New
Truist Financial
216
Truist Financial
North Carolina
$4.06M -$141K -1,769 -3%
MIM
217
MetLife Investment Management
New Jersey
$4.02M -$190K -2,379 -4%
LBC
218
Lowe Brockenbrough & Co
Virginia
$3.96M
Gates Foundation Trust
219
Gates Foundation Trust
Washington
$3.96M +$4.26M +53,500 New
Stifel Financial
220
Stifel Financial
Missouri
$3.9M +$1.4M +17,569 +50%
Two Sigma Investments
221
Two Sigma Investments
New York
$3.89M +$1.86M +23,367 +80%
HCM
222
Hudson Capital Management
New Jersey
$3.87M -$316K -3,966 -7%
GT
223
Glenview Trust
Kentucky
$3.86M -$452K -5,673 -10%
SCM
224
Shelton Capital Management
Colorado
$3.81M +$1.91M +23,900 +87%
OSNBOA
225
Old Second National Bank of Aurora
Illinois
$3.76M -$174K -2,178 -4%

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.