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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
CIM
451
Contravisory Investment Management
Massachusetts
$1.02M +$2.16K +19 +0.2%
PFS
452
Prospera Financial Services
Texas
$1.01M +$1.05M +9,216 New
CCIA
453
Campbell & Co Investment Adviser
Maryland
$1.01M +$206K +1,813 +25%
AWS
454
Atria Wealth Solutions
New York
$999K +$149K +1,316 +17%
BCV
455
Banque Cantonale Vaudoise
Switzerland
$995K -$467K -4,110 -31%
MFG
456
Merit Financial Group
Georgia
$990K +$1.02M +8,988 New
RIM
457
Rakuten Investment Management
Japan
$986K +$369K +3,246 +57%
PIM
458
Plato Investment Management
Australia
$985K -$44.2K -389 -4%
ACA
459
Atlas Capital Advisors
Wyoming
$982K -$119K -1,047 -11%
AWM
460
Apollon Wealth Management
South Carolina
$973K -$681K -5,998 -40%
LCM
461
Logan Capital Management
Pennsylvania
$971K +$1M +8,821 New
N
462
Natixis
France
$968K -$6.86M -60,449 -87%
CIBC Private Wealth Group
463
CIBC Private Wealth Group
Georgia
$957K +$54.6K +481 +6%
WS
464
Wedbush Securities
California
$956K -$15.9K -140 -2%
PAG
465
Private Advisory Group
Washington
$951K -$55.3K -487 -5%
SIA
466
Schechter Investment Advisors
Michigan
$948K +$5.45K +48 +0.6%
1WM
467
1900 Wealth Management
Texas
$947K
FTDI
468
First Trust Direct Indexing
Massachusetts
$945K +$123K +1,082 +14%
CL
469
CSS LLC
Illinois
$936K
UCFA
470
United Capital Financial Advisors
Texas
$933K -$7.61K -67 -0.8%
AWM
471
AE Wealth Management
Kansas
$927K +$122K +1,075 +15%
Northwestern Mutual Wealth Management
472
Northwestern Mutual Wealth Management
Wisconsin
$922K +$137K +1,203 +17%
CAG
473
Csenge Advisory Group
Florida
$919K +$10.1K +89 +1%
RAM
474
Readystate Asset Management
Illinois
$919K +$568K +5,000 +149%
WBWA
475
William B. Walkup & Associates
South Carolina
$911K +$940K +8,276 New