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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
TAM
676
Trust Asset Management
Texas
$289K
MNBTD
677
Moody National Bank Trust Division
Texas
$287K
VFA
678
Voya Financial Advisors
Connecticut
$284K -$29.2K -257 -9%
EWA
679
Exencial Wealth Advisors
Oklahoma
$284K -$10.8K -95 -4%
BFEC
680
Benjamin F. Edwards & Company
Missouri
$284K +$104K +912 +55%
CS
681
Candriam SCA
Luxembourg
$284K
AWM
682
Accurate Wealth Management
Florida
$280K +$40.2K +354 +17%
CAL
683
Capital Analysts LLC
Pennsylvania
$279K +$95.4K +840 +50%
WHG
684
Westwood Holdings Group
Texas
$278K
CAM
685
Cidel Asset Management
Ontario, Canada
$276K -$41.2K -363 -13%
FFG
686
Fortem Financial Group
California
$276K
WTB
687
Washington Trust Bank
Washington
$275K
FPAS
688
Focus Partners Advisor Solutions
Missouri
$274K +$283K +2,491 New
SHFA
689
SC&H Financial Advisors
Maryland
$273K
PCA
690
Providence Capital Advisors
North Carolina
$272K
OTL
691
Oak Thistle LLC
New York
$271K +$279K +2,458 New
EWA
692
EP Wealth Advisors
California
$270K +$47.1K +415 +20%
CIS
693
Custom Index Systems
New York
$267K +$275K +2,424 New
GCM
694
Gallacher Capital Management
Colorado
$264K +$273K +2,402 New
II
695
Inspire Investing
Idaho
$264K -$996K -8,773 -79%
FFA
696
Farther Finance Advisors
California
$264K +$101K +891 +56%
EH
697
Equitable Holdings
New York
$264K +$14.3K +126 +6%
FFA
698
Florida Financial Advisors
Florida
$263K +$46K +405 +20%
HCA
699
Hyperion Capital Advisors
New York
$263K
MCM
700
Manchester Capital Management
Vermont
$263K