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
↑ +10
Streak
3Q ▲
Buyers last Q
51%

Smart Money Signals — PHM

Based on 1034 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
1,034 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 — +10% more funds vs a year ago

fund count last 6Q
+95 new funds entered over the past year (+10% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 51% buying

507 buying490 selling
Last quarter: 507 funds bought or added vs 490 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-47 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 112 → 138 → 165 → 118. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 20% medium ■ 18% new
634 out of 1,034 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.
📈

Growing discovery — still being found

123 → 112 → 138 → 165 → 118 new funds/Q
New funds entering each quarter: 112 → 138 → 165 → 118. A growing number of institutions are discovering PHM each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 64% veterans vs 23% newcomers

■ 64% veterans ■ 12% 1-2yr ■ 23% new
Entry-cohort mix of 1,060 holders: 681 (64%) are 2+ year veterans, 132 entered 1–2 years ago, and 247 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 49% AUM from top-100 funds

49% from top-100 AUM funds
63 of 1027 holders are among the 100 largest funds by AUM, controlling 49% 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.
3.6
out of 10
Low Exit Risk
Exit risk score 3.6/10 — 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 Q1, 507 hedge funds were net buyers of PHM (118 opened a new position, 389 added to an existing one), while 490 reduced or exited (382 trimmed, 108 sold completely) — a 51% buyer ratio, indicating a slight buying edge. This marks 3 consecutive quarters of net institutional buying — a persistent conviction signal. 49% of total institutional value in PHM is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +10 funds (more new holders than closures). Total institutional holders: 1034.

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

-- --

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

Is It Too Late to Buy Pulte Group Inc (PHM) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PHM has moved relative to its sector benchmark (XLY) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 78d ago
PHM
+7.4%
XLY
+8.9%

PHM outperformed XLY by -1.5% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 33d ago
PHM
+14.8%
XLY
+1.9%

Since the filing became public, PHM outperformed XLY by +12.9% .

Interpretation: The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference. Learn more →

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

57 top-rated funds 0 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
2.0
/ 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 Q1) Prior (2025 Q4) Change
Funds Holding 1030 1024 0.59%
13F Shares 175M 181M -2.97%
Total Value $19.39B $20.63B -5.98%
New Positions 116 165 -49
Increased Positions 374 338 +36
Closed Positions 110 111 -1
Reduced Positions 381 368 +13
Total Calls 16 21 -23.81%
Total Puts 17 20 -15.0%
PUT/CALL Ratio 1.06 0.95 Neutral

Statistics: PHM

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Institutional Holders (2026 Q1)

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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Greenhaven Associates Inc 10.65% 5,497,109 $646.5M
2 Jackson Hill Advisors, LLC 7.72% 127,000 $14.9M
3 Clough Capital Partners L P 3.60% 318,349 $37.4M
4 Dorato Capital Management 2.00% 22,460 $2.7M
5 Cumberland Partners Ltd 1.91% 213,571 $25.1M
6 Third Avenue Management LLC 1.82% 95,128 $11.2M
7 Bayhunt Capital LLC 1.68% 15,127 $1.8M
8 Argyle Capital Management, LLC 1.53% 39,991 $4.7M
9 Financial Strategies Group, Inc. 1.46% 68,238 $8.8M
10 Hudson Capital Management LLC 1.44% 47,256 $5.6M
11 Kinsale Capital Group, Inc. 1.37% 72,686 $8.5M
12 Seizert Capital Partners, LLC 1.36% 252,163 $29.7M
13 Old Second National Bank of Aurora 1.31% 54,015 $6.4M
14 Homestead Advisers Corp 1.31% 415,194 $48.6M
15 EFG International AG 1.22% 483,969 $57.0M
16 Milford Funds Ltd 1.21% 490,308 $57.7M
17 Shayne & Jacobs, LLC 1.17% 32,192 $3.8M
18 Elk River Wealth Management LLC 1.15% 58,801 $6.9M
19 McKinney Capital Management, LLC 0.92% 9,084 $1.1M
20 Patton Albertson Miller Group, LLC 0.91% 64,849 $7.6M
21 Whalen Wealth Management Inc. 0.89% 14,103 $1.7M
22 Distillate Capital Partners LLC 0.89% 142,948 $16.8M
23 Trail Ridge Investment Advisors, LLC 0.85% 16,705 $2.0M
24 Tailwinds Wealth, LLC 0.82% 2,855 $336K
25 Traub Capital Management LLC 0.81% 6,951 $818K
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 51% buying: Last quarter: 507 funds bought or added vs 490 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PHM holders?

Elite ownership — 49% AUM from top-100 funds: 63 of 1027 holders are among the 100 largest funds by AUM, controlling 49% 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?

61% of holders stayed for 2+ years: 634 out of 1,034 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.

Is it too late to buy Pulte Group Inc (PHM) following the 2026 Q1 hedge fund 13F filings?

As of today, PHM has moved +14.8% since the 2026 Q1 13F filing date (May 15, 2026), compared to +1.9% for the XLY sector ETF — an outperformance of +12.9%. Since the quarter end (March 31, 2026), PHM has gained +7.4% vs +8.9% for XLY. The stock has meaningfully outrun its sector. The trade has partially played out; entry is at a premium to the fund's implied reference.

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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