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Pultegroup

1,003 hedge funds and large institutions have $26.9B invested in Pultegroup in 2024 Q3 according to their latest regulatory filings, with 157 funds opening new positions, 341 increasing their positions, 392 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 157 | Existing positions closed: 85

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

31% more capital invested

Capital invested by funds: $20.6B → $26.9B (+$6.38B)

7% more funds holding

Funds holding: 9361,003 (+67)

1.65% more ownership

Funds ownership: 88.78%90.43% (+1.6%)

13% less repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 392

18% less call options, than puts

Call options by funds: $385M | Put options by funds: $471M

Holders
1,003
Holders Change
+67
Holders Change %
+7.16%
% of All Funds
14.4%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.16%
New
157
Increased
341
Reduced
392
Closed
85
Calls
$385M
Puts
$471M
Net Calls
-$86.8M
Net Calls Change
+$16.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.43B -$30M -236,041 -1%
BlackRock
2
BlackRock
New York
$3.17B +$30.5M +240,238 +1%
Franklin Resources
3
Franklin Resources
California
$1.65B +$74.5M +585,735 +5%
State Street
4
State Street
Massachusetts
$1.51B -$634K -4,983 -0%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$1.3B +$581M +4,571,757 +102%
GA
6
Greenhaven Associates
New York
$803M +$2.14M +16,871 +0.3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$724M -$172K -1,355 -0%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$614M -$64.4M -506,558 -11%
Invesco
9
Invesco
Georgia
$553M +$59.3M +466,611 +14%
Norges Bank
10
Norges Bank
Norway
$534M +$1.72M +13,511 +0.4%
LSV Asset Management
11
LSV Asset Management
Illinois
$467M -$48.3M -380,072 -10%
Morgan Stanley
12
Morgan Stanley
New York
$432M -$5.1M -40,146 -1%
Ameriprise
13
Ameriprise
Minnesota
$407M +$85.3M +670,922 +31%
Goldman Sachs
14
Goldman Sachs
New York
$308M +$34.5M +271,004 +14%
Northern Trust
15
Northern Trust
Illinois
$303M -$15.5M -121,522 -5%
UBS AM
16
UBS AM
Illinois
$268M +$17.2M +135,391 +8%
Bank of America
17
Bank of America
North Carolina
$266M +$11.2M +88,477 +5%
JP Morgan Chase
18
JP Morgan Chase
New York
$236M +$106M +833,070 +103%
Deutsche Bank
19
Deutsche Bank
Germany
$233M +$12.7M +99,777 +7%
Arrowstreet Capital
20
Arrowstreet Capital
Massachusetts
$224M -$10.7M -83,863 -5%
Legal & General Group
21
Legal & General Group
United Kingdom
$221M -$4.23M -33,264 -2%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$219M -$8.23M -64,712 -4%
N
23
Nuveen
North Carolina
$219M +$3.11M +24,494 +2%
Charles Schwab
24
Charles Schwab
California
$191M -$1.38M -10,874 -0.8%
AQR Capital Management
25
AQR Capital Management
Connecticut
$189M -$92.3M -726,213 -35%

PHM Hedge Fund Activity: Q3 2024 in Review

1,003 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Pultegroup (PHM) for Q3 2024, worth a combined $26.9B — up 31% from $20.6B a quarter earlier.

Buyers outnumbered sellers: 157 funds opened new PHM positions and 85 closed out — a net gain of 72 holders — while 341 added to existing stakes and 392 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $581M. The largest seller was Pacer Advisors, cutting an estimated $373M.

  • 1,003 institutional investors held Pultegroup (PHM) as of Q3 2024, up from 936 in Q2 2024.
  • Funds reported $26.9B of Pultegroup stock for Q3 2024, up 31% quarter-over-quarter.
  • 157 funds opened new Pultegroup positions in Q3 2024 and 85 closed out, a net change of +72 holders.
  • The largest Pultegroup buyer in Q3 2024 was Fidelity Investments, an estimated $581M added.
  • The largest Pultegroup seller in Q3 2024 was Pacer Advisors, an estimated $373M sold.

Based on aggregated 13F filings for Q3 2024.