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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
HIP
701
HUB Investment Partners
Texas
$262K +$271K +2,384 New
IIC
702
Integrated Investment Consultants
Michigan
$260K
AIC
703
Archer Investment Corporation
Indiana
$260K
WC
704
Waterloo Capital
Texas
$260K -$25.3K -223 -9%
BI
705
Bramshill Investments
Florida
$258K
SFI
706
Siemens Fonds Invest
Germany
$257K
LGA
707
Lebenthal Global Advisors
New York
$256K +$9.88K +87 +4%
GRP
708
Global Retirement Partners
California
$256K +$11.5K +101 +5%
SWP
709
Strategic Wealth Partners
Ohio
$256K +$63.2K +557 +31%
WF
710
Wayfinding Financial
Washington
$255K +$263K +2,317 New
FTWA
711
Fifth Third Wealth Advisors
Ohio
$254K +$262K +2,311 New
AIP
712
Ameritas Investment Partners
Nebraska
$254K -$10.1K -89 -4%
OAM
713
Oxford Asset Management
United Kingdom
$253K +$260K +2,294 New
C
714
Certuity
Florida
$250K -$11.8K -104 -4%
PFGIA
715
Patriot Financial Group Insurance Agency
Massachusetts
$250K +$258K +2,270 New
CI
716
Cigna Investments
Connecticut
$249K -$4.54K -40 -2%
DIM
717
Delta Investment Management
California
$247K +$20.8K +183 +9%
RP
718
Riverwater Partners
Wisconsin
$245K -$4.32K -38 -2%
IA
719
Inspire Advisors
Idaho
$245K +$252K +2,221 New
PPWP
720
Premier Path Wealth Partners
New Jersey
$244K +$55K +484 +28%
EAM
721
Erste Asset Management
Austria
$242K +$250K +2,200 New
KWM
722
Kolinsky Wealth Management
New Jersey
$241K -$70.3K -619 -22%
FT
723
Fiduciary Trust
Massachusetts
$239K
DWT
724
Dorsey & Whitney Trust
South Dakota
$239K -$82K -722 -25%
CI
725
Conning Inc
Connecticut
$239K