We are live on ! Find out more
PHM icon

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
CCG
476
Cypress Capital Group
Florida
$910K -$118K -1,040 -11%
PFA
477
Petra Financial Advisors
Colorado
$904K -$3.29K -29 -0.4%
MWA
478
Midland Wealth Advisors
Illinois
$894K
CWA
479
Carolina Wealth Advisors
South Carolina
$894K +$106K +934 +13%
SMC
480
Smith, Moore & Co
Missouri
$885K +$42.9K +378 +5%
AG
481
AlTi Global
New York
$875K -$76.2K -671 -8%
LA
482
LVW Advisors
New York
$871K +$653K +5,754 +267%
CastleKeep Investment Advisors
483
CastleKeep Investment Advisors
Connecticut
$870K +$20.6K +181 +2%
Public Sector Pension Investment Board (PSP Investments)
484
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$861K +$337K +2,970 +61%
WIA
485
World Investment Advisors
California
$860K +$291K +2,565 +49%
OAM
486
Ostrum Asset Management
France
$859K -$281K -2,472 -24%
MAM
487
Morse Asset Management
Connecticut
$849K +$876K +7,715 New
Simplex Trading
488
Simplex Trading
Illinois
$827K +$540K +4,759 +172%
PAM
489
Panagora Asset Management
Massachusetts
$826K -$1.89M -16,655 -69%
NB
490
Norinchukin Bank
Japan
$825K +$15.8K +139 +2%
WAM
491
WealthTrust Asset Management
Florida
$821K -$5.45K -48 -0.6%
OWA
492
Outlook Wealth Advisors
Texas
$816K -$13.4K -118 -2%
BFS
493
Bradley Foster & Sargent
Connecticut
$815K
SIA
494
Strategic Investment Advisors
Michigan
$812K -$60.6K -534 -7%
WCA
495
Westover Capital Advisors
Delaware
$799K +$124K +1,091 +18%
MAM
496
Meeder Asset Management
Ohio
$795K -$9.18M -80,858 -92%
DWAM
497
Duncan Williams Asset Management
Tennessee
$790K +$70.5K +621 +9%
PCS
498
Personal CFO Solutions
New Jersey
$790K +$2.84K +25 +0.3%
GIA
499
Gateway Investment Advisers
Ohio
$790K -$164K -1,440 -17%
Fifth Third Bancorp
500
Fifth Third Bancorp
Ohio
$788K -$5.91K -52 -0.7%