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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
MAS
676
Meeder Advisory Services
Ohio
$235K +$193K +2,277 New
MFG
677
Menard Financial Group
Texas
$231K +$190K +2,237 New
JC
678
JB Capital
Connecticut
$231K +$190K +2,234 New
GWS
679
Glassman Wealth Services
Virginia
$229K +$255 +3 +0.1%
EH
680
Equitable Holdings
New York
$228K +$188K +2,213 New
IAS
681
Insigneo Advisory Services
Florida
$228K +$188K +2,209 New
HW
682
Hancock Whitney
Mississippi
$227K +$187K +2,202 New
PWM
683
Perigon Wealth Management
California
$225K +$185K +2,181 New
FT
684
Fiduciary Trust
Massachusetts
$225K +$185K +2,175 New
BHCM
685
Brevan Howard Capital Management
Jersey
$224K +$185K +2,173 New
1WA
686
180 Wealth Advisors
Washington
$224K +$187K +2,204 New
CI
687
Conning Inc
Connecticut
$224K +$184K +2,167 New
CT
688
Colonial Trust
South Carolina
$223K
XT
689
XTX Topco
Cayman Islands
$223K +$183K +2,156 New
NC
690
NovaPoint Capital
Georgia
$222K +$183K +2,153 New
GRP
691
Global Retirement Partners
California
$221K -$40.8K -480 -18%
ANTB
692
AMG National Trust Bank
Colorado
$219K +$180K +2,121 New
MW
693
Marcum Wealth
Ohio
$218K +$180K +2,113 New
SOW
694
State of Wyoming
Wyoming
$217K -$131K -1,545 -42%
SI
695
Stephens Inc
Arkansas
$217K +$178K +2,098 New
KCM
696
Kennedy Capital Management
Missouri
$216K +$178K +2,093 New
OFW
697
Omnia Family Wealth
Florida
$214K +$175K +2,065 New
USCWA
698
U.S. Capital Wealth Advisors
Texas
$213K +$175K +2,062 New
LSAG
699
Lake Street Advisors Group
New Hampshire
$210K +$172K +2,027 New
JWS
700
Juncture Wealth Strategies
Arizona
$208K +$172K +2,019 New