Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Pulte Group Inc (PHM)

1K + Investors. Track Smart Money conviction in PHM. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
4Q ▲
Buyers last Q
48%

Smart Money Signals — PHM

Based on 1044 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added PHM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
1,044 hedge funds hold PHM right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+107 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 48% buying

494 buying534 selling
Last quarter: 534 funds reduced or exited vs 494 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new PHM position: 138 → 165 → 119 → 125. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

■ 64% conviction (2yr+) ■ 19% medium ■ 17% new
667 out of 1,044 hedge funds have held PHM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

114 → 138 → 165 → 119 → 125 new funds/Q
New funds entering each quarter: 138 → 165 → 119 → 125. PHM is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 66% veterans vs 20% newcomers

■ 66% veterans ■ 14% 1-2yr ■ 20% new
Entry-cohort mix of 1,076 holders: 707 (66%) are 2+ year veterans, 149 entered 1–2 years ago, and 220 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds
68 of 1037 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in PHM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PHM

In 2026 Q2, 494 hedge funds were net buyers of PHM (125 opened a new position, 369 added to an existing one), while 534 reduced or exited (416 trimmed, 118 sold completely) — a 48% buyer ratio, indicating roughly balanced activity. This marks 4 consecutive quarters of net institutional buying — a persistent conviction signal. 63% of total institutional value in PHM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +7 funds (more new holders than closures). Total institutional holders: 1044.

Hedge Fund Ownership: PHM

How many hedge funds hold PHM — quarterly history vs. share price
Quarterly hedge fund ownership of PHM vs. share price

Market Analysis: PHM

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PHM

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 2 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.4
/ 10
conviction
Hedge Fund Positioning: PHM
1K + Investors

Track Smart Money conviction in PHM. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 1028 1037 -0.87%
13F Shares 180M 179M 0.2%
Total Value $23.19B $19.79B 17.14%
New Positions 122 119 +3
Increased Positions 363 376 -13
Closed Positions 124 107 +17
Reduced Positions 402 382 +20
Total Calls 18 16 12.5%
Total Puts 21 17 23.53%
PUT/CALL Ratio 1.17 1.06 Neutral

Statistics: PHM

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Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PHM. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PHM holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Greenhaven Associates Inc 8.64% 5,455,949 $748.6M
2 Clough Capital Partners L P 3.56% 318,540 $43.7M
3 Sophron Capital Management L.P. 3.04% 71,495 $9.8M
4 Teewinot Capital Advisers, L.L.C. 2.45% 246,526 $33.8M
5 Seizert Capital Partners, LLC 2.16% 380,746 $52.2M
6 Third Avenue Management LLC 2.09% 95,111 $13.1M
7 Dorato Capital Management 1.90% 22,460 $2.8M
8 Prana Capital Management, LP 1.84% 441,025 $60.5M
9 Hudson Capital Management LLC 1.61% 48,625 $6.7M
10 Argyle Capital Management, LLC 1.58% 39,991 $5.5M
11 Kinsale Capital Group, Inc. 1.50% 82,420 $11.3M
12 Homestead Advisers Corp 1.42% 416,294 $57.1M
13 Financial Strategies Group, Inc. 1.42% 71,627 $8.9M
14 Old Second National Bank of Aurora 1.37% 52,790 $7.2M
15 Shayne & Jacobs, LLC 1.30% 31,942 $4.4M
16 EFG International AG 1.20% 476,224 $65.4M
17 Elk River Wealth Management LLC 1.17% 53,417 $7.3M
18 Distillate Capital Partners LLC 1.02% 142,947 $19.6M
19 Cumberland Partners Ltd 0.96% 107,923 $14.8M
20 Washington Capital Management, Inc 0.91% 10,000 $1.4M
21 Patton Albertson Miller Group, LLC 0.88% 64,807 $8.9M
22 Traub Capital Management LLC 0.84% 6,861 $941K
23 Strong Retirement Solutions LLC 0.80% 9,679 $1.3M
24 Altman Advisors, Inc. 0.79% 15,969 $2.2M
25 River Street Advisors LLC 0.76% 18,814 $2.6M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Pulte Group Inc (PHM)

What does the Smart Money Trend signal show for PHM?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added PHM than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PHM?

More sellers than buyers — 48% buying: Last quarter: 534 funds reduced or exited vs 494 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for PHM holders?

Elite ownership — 63% AUM from top-100 funds: 68 of 1037 holders are among the 100 largest funds by AUM, controlling 63% of total institutional value in PHM. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held PHM?

64% of holders stayed for 2+ years: 667 out of 1,044 hedge funds have held PHM for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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