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Pultegroup

656 hedge funds and large institutions have $10B invested in Pultegroup in 2022 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 204 increasing their positions, 268 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

70% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 56

29% more capital invested

Capital invested by funds: $7.77B → $10B (+$2.24B)

4% more funds holding

Funds holding: 633656 (+23)

0.11% more ownership

Funds ownership: 89.58%89.69% (+0.11%)

9% less call options, than puts

Call options by funds: $80.1M | Put options by funds: $87.9M

24% less repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 268

Holders
656
Holders Change
+23
Holders Change %
+3.63%
% of All Funds
10.54%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
95
Increased
204
Reduced
268
Closed
56
Calls
$80.1M
Puts
$87.9M
Net Calls
-$7.82M
Net Calls Change
-$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.21B -$42M -997,730 -4%
AWA
2
Arete Wealth Advisors
Illinois
$1.04B +$433K +10,284 +82%
BlackRock
3
BlackRock
New York
$904M -$58.1M -1,378,026 -6%
State Street
4
State Street
Massachusetts
$462M -$25M -593,302 -6%
PI
5
Putnam Investments
Massachusetts
$437M +$17.8M +421,474 +5%
Harris Associates
6
Harris Associates
Illinois
$271M -$196K -4,650 -0.1%
GA
7
Greenhaven Associates
New York
$256M +$13.4M +318,680 +6%
AllianceBernstein
8
AllianceBernstein
Tennessee
$255M -$4.71M -111,695 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$245M -$3.51M -83,409 -2%
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$238M +$132M +3,138,240 +150%
Invesco
11
Invesco
Georgia
$223M +$51.7M +1,227,786 +33%
LSV Asset Management
12
LSV Asset Management
Illinois
$214M -$9.57M -227,100 -5%
Ameriprise
13
Ameriprise
Minnesota
$178M -$3.9M -92,551 -2%
First Trust Advisors
14
First Trust Advisors
Illinois
$173M -$31.1M -737,080 -16%
Morgan Stanley
15
Morgan Stanley
New York
$171M +$24.7M +585,199 +19%
Norges Bank
16
Norges Bank
Norway
$164M +$2.16M +51,179 +1%
AQR Capital Management
17
AQR Capital Management
Connecticut
$129M -$37.1M -881,106 -24%
Northern Trust
18
Northern Trust
Illinois
$127M +$2.9M +68,808 +3%
Charles Schwab
19
Charles Schwab
California
$106M +$2.33M +55,262 +2%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$95.7M -$7.54M -178,956 -8%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$89.2M -$38.7M -919,359 -32%
Janus Henderson Group
22
Janus Henderson Group
United Kingdom
$84.2M -$18.5M -438,701 -19%
Legal & General Group
23
Legal & General Group
United Kingdom
$79.3M -$5.92M -140,569 -7%
Bank of America
24
Bank of America
North Carolina
$79.1M +$1.06M +25,083 +1%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$61.6M +$3.77M +89,411 +7%

PHM Hedge Fund Activity: Q4 2022 in Review

656 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2022, worth a combined $10B — up 29% from $7.77B a quarter earlier.

Buyers outnumbered sellers: 95 funds opened new PHM positions and 56 closed out — a net gain of 39 holders — while 204 added to existing stakes and 268 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $132M. The largest seller was BlackRock, cutting an estimated $58.1M.

  • 656 institutional investors held Pultegroup (PHM) as of Q4 2022, up from 633 in Q3 2022.
  • Funds reported $10B of Pultegroup stock for Q4 2022, up 29% quarter-over-quarter.
  • 95 funds opened new Pultegroup positions in Q4 2022 and 56 closed out, a net change of +39 holders.
  • The largest Pultegroup buyer in Q4 2022 was Balyasny Asset Management, an estimated $132M added.
  • The largest Pultegroup seller in Q4 2022 was BlackRock, an estimated $58.1M sold.

Based on aggregated 13F filings for Q4 2022.