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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
WPC
651
Wedmont Private Capital
Pennsylvania
$257K +$211K +2,482 New
DFCM
652
Dark Forest Capital Management
Puerto Rico
$257K -$856K -10,071 -80%
SHFA
653
SC&H Financial Advisors
Maryland
$256K +$211K +2,480 New
SFI
654
Siemens Fonds Invest
Germany
$256K +$210K +2,477 New
DOA
655
D'Orazio & Associates
Virginia
$255K +$210K +2,469 New
PCA
656
Providence Capital Advisors
North Carolina
$255K -$16.3K -192 -7%
EHWM
657
Eads & Heald Wealth Management
Georgia
$253K +$208K +2,453 New
VCG
658
Vantage Consulting Group
Virginia
$251K -$53.2K -626 -20%
CWP
659
Concord Wealth Partners
Virginia
$251K -$542K -6,376 -72%
QC
660
Quent Capital
New York
$250K +$4.5K +53 +2%
SRL
661
Scientech Research LLC
New Jersey
$248K +$204K +2,404 New
CAMV
662
Concord Asset Management (Virginia)
Virginia
$248K -$444K -5,220 -69%
AIP
663
Ameritas Investment Partners
Nebraska
$247K -$11.6K -137 -5%
HWM
664
HB Wealth Management
Georgia
$247K +$204K +2,395 New
CA
665
Calton & Associates
Florida
$246K +$203K +2,387 New
C
666
Certuity
Florida
$245K +$202K +2,378 New
MCM
667
Manchester Capital Management
Vermont
$245K +$2.04K +24 +1%
AIC
668
Archer Investment Corporation
Indiana
$244K
IAA
669
Independent Advisor Alliance
North Carolina
$243K +$200K +2,354 New
CI
670
Cigna Investments
Connecticut
$239K +$196K +2,308 New
AWA
671
Aaron Wealth Advisors
Illinois
$239K +$197K +2,313 New
QPW
672
Quantum Private Wealth
Florida
$238K +$196K +2,308 New
FOA
673
Five Oceans Advisors
California
$237K +$195K +2,295 New
VF
674
Vest Financial
Virginia
$237K +$195K +2,293 New
UM
675
UniSuper Management
Australia
$236K +$58.6K +690 +43%