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Pultegroup

653 hedge funds and large institutions have $8.85B invested in Pultegroup in 2022 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 219 increasing their positions, 254 reducing their positions, and 123 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $149M | Put options by funds: $105M

1.03% more ownership

Funds ownership: 86.36%87.39% (+1%)

8% less funds holding

Funds holding: 710653 (-57)

14% less repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 254

29% less capital invested

Capital invested by funds: $12.4B → $8.85B (-$3.6B)

37% less first-time investments, than exits

New positions opened: 77 | Existing positions closed: 123

75% less funds holding in top 10

Funds holding in top 10: 82 (-6)

Holders
653
Holders Change
-57
Holders Change %
-8.03%
% of All Funds
10.3%
Holding in Top 10
2
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-75%
% of All Funds
0.03%
New
77
Increased
219
Reduced
254
Closed
123
Calls
$149M
Puts
$105M
Net Calls
+$44.7M
Net Calls Change
+$51.4M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.16B +$13M +261,934 +1%
BlackRock
2
BlackRock
New York
$982M -$52.9M -1,066,624 -4%
State Street
3
State Street
Massachusetts
$491M -$70.4M -1,419,729 -11%
PI
4
Putnam Investments
Massachusetts
$383M +$8.35M +168,372 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$273M +$5.76M +116,075 +2%
AllianceBernstein
6
AllianceBernstein
Tennessee
$224M +$1.88M +37,819 +0.7%
LSV Asset Management
7
LSV Asset Management
Illinois
$215M -$506K -10,200 -0.2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$209M +$8.76M +176,451 +4%
First Trust Advisors
9
First Trust Advisors
Illinois
$203M +$54.7M +1,101,565 +29%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$186M +$6.64M +133,829 +3%
Harris Associates
11
Harris Associates
Illinois
$184M +$218M +4,383,658 +57,168%
Ameriprise
12
Ameriprise
Minnesota
$184M -$11.8M -236,972 -5%
Invesco
13
Invesco
Georgia
$153M +$48.2M +972,310 +36%
Northern Trust
14
Northern Trust
Illinois
$122M -$4.64M -93,472 -3%
Norges Bank
15
Norges Bank
Norway
$111M -$3.98M -80,133 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$106M -$94.2M -1,898,846 -43%
Charles Schwab
17
Charles Schwab
California
$95.4M -$6.21M -125,116 -5%
PPA
18
Parametric Portfolio Associates
Washington
$87.3M +$198K +3,989 +0.2%
Legal & General Group
19
Legal & General Group
United Kingdom
$82.1M +$4.92M +99,145 +5%
Bank of America
20
Bank of America
North Carolina
$80.9M -$22.8M -459,638 -19%
BGIM
21
Brandywine Global Investment Management
Pennsylvania
$76.3M -$2.01M -40,414 -2%
AQR Capital Management
22
AQR Capital Management
Connecticut
$75.7M +$3.51M +70,738 +4%
N
23
Nuveen
North Carolina
$69M -$17.2M -346,050 -19%
Goldman Sachs
24
Goldman Sachs
New York
$61.5M -$53.9M -1,086,457 -43%
JP Morgan Chase
25
JP Morgan Chase
New York
$55.8M +$8.31M +167,389 +14%

PHM Hedge Fund Activity: Q1 2022 in Review

653 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q1 2022, worth a combined $8.85B — down 29% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 123 funds closed out of PHM and 77 opened new positions — a net loss of 46 holders — while 254 trimmed existing stakes and 219 added.

The largest buyer was Harris Associates, adding an estimated $218M. The largest seller was Bank of New York Mellon, cutting an estimated $94.2M.

  • 653 institutional investors held Pultegroup (PHM) as of Q1 2022, down from 710 in Q4 2021.
  • Funds reported $8.85B of Pultegroup stock for Q1 2022, down 29% quarter-over-quarter.
  • 77 funds opened new Pultegroup positions in Q1 2022 and 123 closed out, a net change of -46 holders.
  • The largest Pultegroup buyer in Q1 2022 was Harris Associates, an estimated $218M added.
  • The largest Pultegroup seller in Q1 2022 was Bank of New York Mellon, an estimated $94.2M sold.

Based on aggregated 13F filings for Q1 2022.