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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.86B -$57.8M -725,433 -3%
BlackRock
2
BlackRock
New York
$1.56B +$13.4M +167,530 +0.8%
PI
3
Putnam Investments
Massachusetts
$801M -$32.8M -411,565 -4%
State Street
4
State Street
Massachusetts
$769M +$4.91M +61,592 +0.6%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$522M -$2.27M -28,446 -0.4%
GA
6
Greenhaven Associates
New York
$422M -$6.48M -81,332 -1%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$406M +$7.65M +95,945 +2%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$367M +$4.83M +60,543 +1%
Invesco
9
Invesco
Georgia
$328M +$41.6M +522,032 +13%
AQR Capital Management
10
AQR Capital Management
Connecticut
$306M -$411K -5,159 -0.1%
LSV Asset Management
11
LSV Asset Management
Illinois
$302M -$21.1M -264,370 -6%
Norges Bank
12
Norges Bank
Norway
$280M +$2.79M +35,035 +0.9%
Morgan Stanley
13
Morgan Stanley
New York
$231M +$4.94M +61,953 +2%
Northern Trust
14
Northern Trust
Illinois
$187M +$15.6M +195,448 +8%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$148M +$2.62M +32,817 +2%
Bank of America
16
Bank of America
North Carolina
$146M +$1.87M +23,420 +1%
Harris Associates
17
Harris Associates
Illinois
$145M -$160M -2,008,472 -51%
Pacer Advisors
18
Pacer Advisors
Pennsylvania
$144M +$76.8M +963,322 +98%
Ameriprise
19
Ameriprise
Minnesota
$141M -$25.5M -319,871 -14%
AllianceBernstein
20
AllianceBernstein
Tennessee
$135M -$95.5M -1,197,831 -40%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$129M +$54.2M +679,582 +64%
Arrowstreet Capital
22
Arrowstreet Capital
Massachusetts
$128M -$26.3M -329,399 -16%
Los Angeles Capital Management
23
Los Angeles Capital Management
California
$121M +$15.4M +193,089 +13%
Goldman Sachs
24
Goldman Sachs
New York
$119M +$25.5M +320,350 +25%
Legal & General Group
25
Legal & General Group
United Kingdom
$113M -$6.3M -79,057 -5%

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.