Pultegroup
870 hedge funds and large institutions have $19.7B invested in Pultegroup in 2023 Q4 according to their latest regulatory filings, with 187 funds opening new positions, 250 increasing their positions, 344 reducing their positions, and 62 closing their positions.
202% more first-time investments, than exits
New positions opened: 187 | Existing positions closed: 62
100% more funds holding in top 10
Funds holding in top 10: 6 → 12 (+6)
33% more capital invested
Capital invested by funds: $14.9B → $19.7B (+$4.87B)
15% more funds holding
Funds holding: 759 → 870 (+111)
2.07% less ownership
Funds ownership: 90.72% → 88.65% (-2.1%)
27% less repeat investments, than reductions
Existing positions increased: 250 | Existing positions reduced: 344
43% less call options, than puts
Call options by funds: $348M | Put options by funds: $614M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$90.1M |
| 2 |
Man Group
London,
United Kingdom
|
+$48.1M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$44.5M |
| 4 |
Goldman Sachs
New York
|
+$41.7M |
| 5 |
Twin Tree Management
Dallas,
Texas
|
+$37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$145M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
-$104M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
-$88.2M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$62.5M |
| 5 |
Millennium Management
New York
|
-$51.6M |
PHM Hedge Fund Activity: Q4 2023 in Review
870 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q4 2023, worth a combined $19.7B — up 33% from $14.9B a quarter earlier.
Buyers outnumbered sellers: 187 funds opened new PHM positions and 62 closed out — a net gain of 125 holders — while 250 added to existing stakes and 344 trimmed.
The largest buyer was Pacer Advisors, adding an estimated $90.1M. The largest seller was Harris Associates, exiting entirely with an estimated $145M sold.
- 870 institutional investors held Pultegroup (PHM) as of Q4 2023, up from 759 in Q3 2023.
- Funds reported $19.7B of Pultegroup stock for Q4 2023, up 33% quarter-over-quarter.
- 187 funds opened new Pultegroup positions in Q4 2023 and 62 closed out, a net change of +125 holders.
- The largest Pultegroup buyer in Q4 2023 was Pacer Advisors, an estimated $90.1M added.
- The largest Pultegroup seller in Q4 2023 was Harris Associates, an estimated $145M sold.
Based on aggregated 13F filings for Q4 2023.