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Pultegroup

936 hedge funds and large institutions have $20.6B invested in Pultegroup in 2024 Q2 according to their latest regulatory filings, with 122 funds opening new positions, 351 increasing their positions, 341 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 122 | Existing positions closed: 84

3% more funds holding

Funds holding: 912936 (+24)

3% more repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 341

0.63% less ownership

Funds ownership: 89.41%88.78% (-0.63%)

10% less capital invested

Capital invested by funds: $22.8B → $20.6B (-$2.26B)

33% less call options, than puts

Call options by funds: $207M | Put options by funds: $310M

45% less funds holding in top 10

Funds holding in top 10: 116 (-5)

Holders
936
Holders Change
+24
Holders Change %
+2.63%
% of All Funds
13.52%
Holding in Top 10
6
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-45.45%
% of All Funds
0.09%
New
122
Increased
351
Reduced
341
Closed
84
Calls
$207M
Puts
$310M
Net Calls
-$103M
Net Calls Change
-$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
1WA
326
180 Wealth Advisors
Washington
$2.64M +$2.23M +19,677 +561%
IA
327
IFG Advisory
Georgia
$2.61M +$57.7K +508 +2%
Assenagon Asset Management
328
Assenagon Asset Management
Luxembourg
$2.6M -$1.42M -12,548 -35%
SPIA
329
Steward Partners Investment Advisory
New York
$2.59M +$633K +5,577 +31%
TAM
330
Todd Asset Management
Kentucky
$2.58M
YIH
331
Y-Intercept (HK)
Hong Kong
$2.52M +$2.6M +22,903 New
QT
332
Quantbot Technologies
New York
$2.52M +$2.6M +22,901 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
333
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$2.49M +$2.57M +22,600 New
ECM
334
ExodusPoint Capital Management
New York
$2.48M +$2.56M +22,510 New
Creative Planning
335
Creative Planning
Kansas
$2.45M +$334K +2,939 +15%
SMDAM
336
Sumitomo Mitsui DS Asset Management
Japan
$2.42M +$63.2K +557 +3%
Bank of Nova Scotia
337
Bank of Nova Scotia
Ontario, Canada
$2.42M -$5.97M -52,572 -71%
HighTower Advisors
338
HighTower Advisors
Illinois
$2.42M -$4.66M -41,071 -65%
AC
339
AXQ Capital
New Jersey
$2.38M +$1.82M +15,985 +285%
Public Employees Retirement Association of Colorado
340
Public Employees Retirement Association of Colorado
Colorado
$2.38M -$324K -2,856 -12%
Cambridge Investment Research Advisors
341
Cambridge Investment Research Advisors
Iowa
$2.3M +$425K +3,746 +22%
GWM
342
Geneos Wealth Management
Colorado
$2.29M -$116K -1,020 -5%
GS
343
GTS Securities
New York
$2.29M -$789K -6,946 -25%
BCM
344
Bridgeway Capital Management
Texas
$2.13M -$636K -5,600 -22%
RJT
345
Raymond James Trust
Florida
$2.09M -$105K -923 -5%
IC
346
IEQ Capital
California
$2.06M +$225K +1,985 +12%
TRIA
347
Trail Ridge Investment Advisors
Colorado
$2.05M
TI
348
Tidal Investments
Wisconsin
$2.04M -$1.01M -8,875 -32%
PCM
349
Palisade Capital Management
New Jersey
$2.04M -$699K -6,153 -25%
Thrivent Financial for Lutherans
350
Thrivent Financial for Lutherans
Minnesota
$2.02M +$391K +3,446 +23%