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Pultegroup

629 hedge funds and large institutions have $8.27B invested in Pultegroup in 2022 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 225 increasing their positions, 245 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.38% more ownership

Funds ownership: 87.39%87.77% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 225 | Existing positions reduced: 245

9% less call options, than puts

Call options by funds: $91.9M | Put options by funds: $101M

4% less funds holding

Funds holding: 653629 (-24)

7% less capital invested

Capital invested by funds: $8.85B → $8.27B (-$583M)

16% less first-time investments, than exits

New positions opened: 66 | Existing positions closed: 79

Holders
629
Holders Change
-24
Holders Change %
-3.68%
% of All Funds
10.6%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
66
Increased
225
Reduced
245
Closed
79
Calls
$91.9M
Puts
$101M
Net Calls
-$9.04M
Net Calls Change
-$53.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.11B +$9.83M +233,371 +0.8%
BlackRock
2
BlackRock
New York
$882M -$49.3M -1,169,708 -5%
State Street
3
State Street
Massachusetts
$430M -$36.6M -868,368 -7%
PI
4
Putnam Investments
Massachusetts
$361M -$769K -18,253 -0.2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$261M +$3.5M +83,197 +1%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$215M +$17.7M +420,890 +8%
AllianceBernstein
7
AllianceBernstein
Tennessee
$209M -$2.92M -69,442 -1%
LSV Asset Management
8
LSV Asset Management
Illinois
$197M -$7.19M -170,784 -3%
First Trust Advisors
9
First Trust Advisors
Illinois
$194M +$1.99M +47,288 +1%
Harris Associates
10
Harris Associates
Illinois
$192M +$18.7M +444,203 +10%
GA
11
Greenhaven Associates
New York
$168M +$179M +4,242,740 New
Ameriprise
12
Ameriprise
Minnesota
$164M -$11.7M -276,825 -6%
Norges Bank
13
Norges Bank
Norway
$157M +$54.8M +1,301,766 +49%
AQR Capital Management
14
AQR Capital Management
Connecticut
$147M +$83.1M +1,972,574 +109%
Invesco
15
Invesco
Georgia
$141M -$3.64M -86,350 -2%
Morgan Stanley
16
Morgan Stanley
New York
$122M +$75.9M +1,801,386 +142%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$119M -$60.2M -1,428,494 -32%
Northern Trust
18
Northern Trust
Illinois
$111M -$5.43M -128,865 -4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$102M +$1.42M +33,767 +1%
Charles Schwab
20
Charles Schwab
California
$89.2M -$1.09M -25,771 -1%
Legal & General Group
21
Legal & General Group
United Kingdom
$78.5M +$853K +20,243 +1%
Bank of America
22
Bank of America
North Carolina
$74M -$2.6M -61,686 -3%
BGIM
23
Brandywine Global Investment Management
Pennsylvania
$70.8M -$1.4M -33,247 -2%
UBS AM
24
UBS AM
Illinois
$50.7M +$2.05M +48,657 +4%
Goldman Sachs
25
Goldman Sachs
New York
$49.4M -$9.28M -220,440 -15%

PHM Hedge Fund Activity: Q2 2022 in Review

629 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q2 2022, worth a combined $8.27B — down 6.6% from $8.85B a quarter earlier.

Sellers outnumbered buyers: 79 funds closed out of PHM and 66 opened new positions — a net loss of 13 holders — while 245 trimmed existing stakes and 225 added.

The largest buyer was Greenhaven Associates, opening a new position worth an estimated $179M. The largest seller was Fidelity Investments, cutting an estimated $60.2M.

  • 629 institutional investors held Pultegroup (PHM) as of Q2 2022, down from 653 in Q1 2022.
  • Funds reported $8.27B of Pultegroup stock for Q2 2022, down 6.6% quarter-over-quarter.
  • 66 funds opened new Pultegroup positions in Q2 2022 and 79 closed out, a net change of -13 holders.
  • The largest Pultegroup buyer in Q2 2022 was Greenhaven Associates, an estimated $179M added.
  • The largest Pultegroup seller in Q2 2022 was Fidelity Investments, an estimated $60.2M sold.

Based on aggregated 13F filings for Q2 2022.