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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
ATPW
651
Ashton Thomas Private Wealth
Arizona
$327K +$6.36K +56 +2%
HFM
652
Harvest Fund Management
China
$323K -$63.1K -556 -16%
ALAM
653
Asahi Life Asset Management
Japan
$323K +$333K +2,930 New
KC
654
Knuff & Co
California
$321K +$240K +2,115 +264%
OIA
655
Optimum Investment Advisors
Illinois
$319K
ST
656
Smithfield Trust
Pennsylvania
$319K -$30.4K -268 -8%
MM
657
MQS Management
New York
$315K -$789K -6,947 -71%
EDRIA
658
Edmonds Duncan Registered Investment Advisors
Kansas
$314K
QC
659
Quent Capital
New York
$314K +$4.88K +43 +2%
Bank Julius Baer & Co
660
Bank Julius Baer & Co
Switzerland
$312K -$719K -6,329 -71%
RCAG
661
Rehmann Capital Advisory Group
Michigan
$310K -$4.88K -43 -2%
FA
662
FDx Advisors
Illinois
$308K -$91.4K -805 -22%
RA
663
RFG Advisory
Alabama
$305K -$12.6K -111 -4%
CFB
664
Cullen/Frost Bankers
Texas
$304K -$5.11K -45 -2%
EHWM
665
Eads & Heald Wealth Management
Georgia
$302K +$22.8K +201 +8%
EWA
666
Evolution Wealth Advisors
Florida
$302K
TPA
667
Trivium Point Advisory
Connecticut
$300K +$310K +2,729 New
OAM
668
Oppenheimer Asset Management
New York
$297K -$341 -3 -0.1%
AF
669
Aldebaran Financial
$297K +$306K +2,695 New
1WM
670
1858 Wealth Management
Ohio
$295K -$55.3K -487 -15%
BB
671
Burford Brothers
Texas
$295K +$2.61K +23 +0.9%
MAP
672
Moody Aldrich Partners
Massachusetts
$294K -$144K -1,267 -32%
BFM
673
Boothbay Fund Management
New York
$293K +$302K +2,658 New
SA
674
SpiderRock Advisors
Delaware
$292K +$1.36K +12 +0.5%
HWM
675
HB Wealth Management
Georgia
$292K +$24.3K +214 +9%