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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
GSB
526
Greenfield Savings Bank
Massachusetts
$695K +$93.3K +822 +15%
CF
527
Cyr Financial
Illinois
$690K +$712K +6,269 New
GA
528
Gateway Advisory
New Jersey
$683K +$36.1K +318 +5%
S
529
SignatureFD
Georgia
$681K +$13.5K +119 +2%
PWMAG
530
Pinnacle Wealth Management Advisory Group
New Jersey
$662K +$294K +2,587 +75%
KWM
531
Keebeck Wealth Management
Illinois
$656K +$341 +3 +0.1%
DEA
532
DoubleLine ETF Adviser
Florida
$644K +$664K +5,847 New
BBA
533
Baader Bank Aktiengesellschaft
Germany
$629K +$649K +5,715 New
BIAS
534
Beacon Investment Advisory Services
New Jersey
$620K
LWM
535
Liberty Wealth Management
California
$609K +$3.29K +29 +0.5%
IAA
536
Independent Advisor Alliance
North Carolina
$608K +$141K +1,239 +29%
MC
537
Moors & Cabot
Massachusetts
$607K +$568 +5 +0.1%
BMSSC
538
B. Metzler seel. Sohn & Co
Germany
$604K +$23.4K +206 +4%
FIC
539
FCG Investment Company
Tennessee
$603K +$38.2K +336 +7%
BW
540
Bison Wealth
Georgia
$603K
BAM
541
Belpointe Asset Management
Nevada
$600K +$265K +2,331 +75%
PP
542
Patron Partners
Texas
$595K
SC
543
Syon Capital
California
$591K +$4.77K +42 +0.8%
TSWM
544
Tyler-Stone Wealth Management
Ohio
$589K -$91.6K -807 -13%
EFI
545
EHP Funds Inc
Canada
$584K -$68.1K -600 -10%
AM
546
AGF Management
Ontario, Canada
$574K +$592K +5,217 New
TAM
547
Tocqueville Asset Management
New York
$568K +$7.72K +68 +1%
VSQM
548
V-Square Quantitative Management
Illinois
$567K -$57.3K -505 -9%
BTI
549
Blue Trust Inc
Georgia
$565K +$170K +1,495 +47%
NS
550
NBC Securities
Alabama
$562K +$38.3K +337 +7%