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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
CCM
576
Coldstream Capital Management
Washington
$476K +$40.6K +358 +9%
DFCM
577
Dark Forest Capital Management
Puerto Rico
$476K -$914K -8,052 -65%
SCM
578
Stevens Capital Management
Pennsylvania
$475K +$490K +4,316 New
BBHC
579
Brown Brothers Harriman & Co
New York
$475K
GM
580
GeoWealth Management
Illinois
$474K -$423K -3,724 -46%
MFG
581
Menard Financial Group
Texas
$471K +$93.8K +826 +24%
PA
582
Profund Advisors
Maryland
$465K -$100K -882 -17%
RCM
583
Raleigh Capital Management
North Carolina
$462K +$17.4K +153 +4%
AG
584
Ascent Group
Virginia
$461K +$121K +1,068 +34%
GT
585
Greenleaf Trust
Michigan
$460K +$8.63K +76 +2%
EI
586
Ellevest Inc
New York
$454K +$54.4K +479 +13%
SW
587
SkyOak Wealth
Michigan
$453K -$358K -3,150 -43%
IPW
588
Impact Partnership Wealth
Georgia
$451K +$229K +2,017 +97%
CL
589
Choreo LLC
Illinois
$450K +$480K +4,224 New
TFF
590
The Family Firm
Maryland
$449K +$908 +8 +0.2%
OWA
591
One Wealth Advisors
California
$445K -$227 -2 -0.1%
SW
592
SVB Wealth
Massachusetts
$443K -$48.8K -430 -10%
YMRC
593
Yorktown Management & Research Company
Virginia
$440K
AI
594
AdvisorShares Investments
Maryland
$440K -$83.8K -738 -15%
PP
595
Prudential plc
United Kingdom
$438K +$257K +2,260 +132%
CGFA
596
Colton Groome Financial Advisors
North Carolina
$438K +$451K +3,975 New
KCM
597
Kathmere Capital Management
Pennsylvania
$437K +$93.2K +821 +26%
FCI
598
Financial Counselors Inc
Kansas
$432K -$16.2K -143 -4%
NHC
599
Nicholas Hoffman & Company
Georgia
$425K
SSWM
600
Smith Salley Wealth Management
North Carolina
$424K -$908 -8 -0.2%