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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
PPC
601
Park Place Capital
Alabama
$424K +$208K +1,831 +91%
GEA
602
Glen Eagle Advisors
New Jersey
$423K
I
603
InceptionR
California
$420K +$434K +3,819 New
PG
604
Patten Group
Tennessee
$419K +$12.4K +109 +3%
RWPA
605
Richard W. Paul & Associates
Michigan
$416K -$6.02K -53 -1%
PWS
606
Precision Wealth Strategies
Missouri
$415K +$52.6K +463 +14%
CBTWT
607
Community Bank & Trust (Waco, Texas)
Texas
$412K
NP
608
NorthRock Partners
Minnesota
$410K +$25.2K +222 +6%
CFG
609
Cooper Financial Group
California
$402K +$415K +3,652 New
TA
610
Tectonic Advisors
Texas
$401K -$34.3K -302 -8%
LCM
611
Laurion Capital Management
New York
$401K -$12.7M -111,546 -97%
AAM
612
Advisors Asset Management
Colorado
$397K +$216K +1,898 +111%
KNW
613
Kesler Norman & Wride
Utah
$397K +$409K +3,605 New
CI
614
CX Institutional
Indiana
$397K +$229K +2,016 +127%
PGFC
615
Peapack-Gladstone Financial Corp
New Jersey
$389K -$204K -1,800 -34%
WHCI
616
W.H. Cornerstone Investments
Massachusetts
$387K -$37K -326 -8%
VCA
617
Verdence Capital Advisors
Maryland
$386K -$467K -4,109 -54%
KWM
618
Kingsview Wealth Management
Oregon
$382K +$394K +3,473 New
NWWA
619
New Wave Wealth Advisors
Arkansas
$374K +$386K +3,398 New
HAS
620
Horizon Advisory Services
New York
$373K +$341 +3 +0.1%
BRWA
621
B. Riley Wealth Advisors
Florida
$373K -$123K -1,087 -24%
CIA
622
Concurrent Investment Advisors
Florida
$372K +$103K +906 +37%
BFG
623
Bleakley Financial Group
New Jersey
$368K -$12.2K -107 -3%
SW
624
Simplicity Wealth
New Jersey
$368K -$12.5K -110 -3%
MAS
625
Meeder Advisory Services
Ohio
$367K +$111K +977 +41%