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Pultegroup

869 hedge funds and large institutions have $20B invested in Pultegroup in 2023 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 252 increasing their positions, 343 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 62

100% more funds holding in top 10

Funds holding in top 10: 612 (+6)

35% more capital invested

Capital invested by funds: $14.9B → $20B (+$5.18B)

14% more funds holding

Funds holding: 759869 (+110)

0.69% less ownership

Funds ownership: 90.72%90.02% (-0.69%)

27% less repeat investments, than reductions

Existing positions increased: 252 | Existing positions reduced: 343

43% less call options, than puts

Call options by funds: $348M | Put options by funds: $614M

Holders
869
Holders Change
+110
Holders Change %
+14.49%
% of All Funds
12.67%
Holding in Top 10
12
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+100%
% of All Funds
0.17%
New
186
Increased
252
Reduced
343
Closed
62
Calls
$348M
Puts
$614M
Net Calls
-$267M
Net Calls Change
-$212M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
601
Candriam SCA
Luxembourg
$331K +$272K +3,206 New
OIA
602
Optimum Investment Advisors
Illinois
$330K
WHCI
603
W.H. Cornerstone Investments
Massachusetts
$329K +$271K +3,190 New
1WM
604
1858 Wealth Management
Ohio
$327K +$269K +3,169 New
CIA
605
Choate Investment Advisors
Massachusetts
$327K -$10.8K -127 -4%
EVM
606
Evelyn V. Moreno
$324K
MNBTD
607
Moody National Bank Trust Division
Texas
$320K -$170K -2,005 -39%
KFP
608
KMG Fiduciary Partners
Ohio
$320K +$10.3K +121 +4%
CIA
609
Capital Investment Advisors
Georgia
$320K +$25.2K +297 +11%
BPC
610
Banque Pictet & Cie
Switzerland
$317K -$1.73M -20,359 -87%
VFA
611
Voya Financial Advisors
Connecticut
$316K -$1.02K -12 -0.4%
AG
612
Ascent Group
Virginia
$315K -$26K -306 -9%
NIM
613
NEOS Investment Management
Connecticut
$315K +$260K +3,056 New
WAM
614
Watershed Asset Management
California
$315K -$45K -529 -15%
JWCA
615
J.W. Cole Advisors
Florida
$314K +$17.3K +204 +7%
LAI
616
Legal Advantage Investments
California
$312K +$1.7K +20 +0.7%
RCAG
617
Rehmann Capital Advisory Group
Michigan
$310K -$16.1K -190 -6%
UID
618
Union Investments & Development
Israel
$310K
AWM
619
Axxcess Wealth Management
California
$310K +$255K +3,000 New
KWM
620
Kolinsky Wealth Management
New Jersey
$308K +$254K +2,986 New
RA
621
RFG Advisory
Alabama
$307K -$37.9K -446 -13%
PIM
622
Plato Investment Management
Australia
$305K +$251K +2,953 New
TA
623
TFB Advisors
Kansas
$300K +$247K +2,911 New
AG
624
Algert Global
California
$300K -$21.2K -250 -8%
KA
625
Kovack Advisors
Florida
$300K +$247K +2,906 New