We are live on ! Find out more
PHM icon

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
MPWT
726
MassMutual Private Wealth & Trust
Connecticut
$132K -$6.29K -74 -5%
HCP
727
Hexagon Capital Partners
Arkansas
$126K -$7.31K -86 -7%
AF
728
Allworth Financial
California
$126K +$2.8K +33 +3%
SAG
729
Spotlight Asset Group
Illinois
$122K
EAM
730
Erste Asset Management
Austria
$117K +$56.1K +660 +140%
GI
731
GAMMA Investing
California
$113K +$92K +1,083 New
PMFA
732
Plante Moran Financial Advisors
Michigan
$103K +$85K +1,000 New
IGWM
733
ICA Group Wealth Management
Colorado
$101K +$83.4K +981 New
BHWM
734
Bay Harbor Wealth Management
Maryland
$101K +$1.36K +16 +2%
ATC
735
Adirondack Trust Company
New York
$97.8K -$1.96K -23 -2%
LSA
736
Leonteq Securities AG
Switzerland
$93.8K +$3.23K +38 +4%
CAS
737
Coppell Advisory Solutions
Texas
$91.9K +$26.4K +311 +54%
MCM
738
MV Capital Management
Maryland
$90.3K +$255 +3 +0.3%
FCA
739
FinTrust Capital Advisors
South Carolina
$81.9K +$22.9K +270 +52%
BCWM
740
Bartlett & Co Wealth Management
Ohio
$81.1K +$65.7K +773 +8,589%
BC
741
Bartlett & Co
Ohio
$81K +$65.7K +773 +8,589%
PTC
742
Private Trust Company
Ohio
$77.7K -$9.01K -106 -12%
EC
743
EntryPoint Capital
New York
$77.4K +$63.7K +750 New
RFS
744
Richardson Financial Services
Massachusetts
$73.8K +$60.8K +715 New
GPI
745
General Partner Inc
Pennsylvania
$72.2K
AWM
746
AllSquare Wealth Management
New York
$71.2K
PCFFS
747
Pacific Center for Financial Services
California
$61.7K -$9.69K -114 -16%
CFGS
748
Concourse Financial Group Securities
Alabama
$61.6K -$1.7K -20 -3%
SL
749
Salomon & Ludwin
Virginia
$59.2K
IAIM
750
International Assets Investment Management
Florida
$59.2K +$1.73M +20,378 New