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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
SWA
726
Stratos Wealth Advisors
Ohio
$236K +$243K +2,144 New
MAM
727
Madison Asset Management
Wisconsin
$236K
CT
728
Colonial Trust
South Carolina
$235K
MW
729
Marcum Wealth
Ohio
$235K +$3.29K +29 +1%
ANTB
730
AMG National Trust Bank
Colorado
$234K
DA
731
Denali Advisors
California
$232K +$227 +2 +0.1%
KI
732
Kapitalo Investimentos
Brazil
$232K -$201K -1,772 -46%
SAM
733
Smartleaf Asset Management
Massachusetts
$232K -$175K -1,537 -42%
KCM
734
Kennedy Capital Management
Missouri
$231K
HIIFS
735
Harel Insurance Investments & Financial Services
Israel
$231K +$69.2K +609 +41%
OFW
736
Omnia Family Wealth
Florida
$231K +$3.29K +29 +1%
NL
737
NWAM LLC
Washington
$231K +$4.66K +41 +2%
SG
738
Sienna Gestion
France
$229K -$93K -819 -28%
Fisher Asset Management
739
Fisher Asset Management
Washington
$229K +$236K +2,075 New
ETC
740
Exchange Traded Concepts
Oklahoma
$228K +$235K +2,073 New
FOA
741
Five Oceans Advisors
California
$228K -$25.9K -228 -10%
FHA
742
Flagship Harbor Advisors
Massachusetts
$227K +$25.8K +227 +12%
DCM
743
Driehaus Capital Management
Illinois
$226K +$233K +2,049 New
VCG
744
Vantage Consulting Group
Virginia
$224K -$8.29K -73 -3%
JWS
745
Juncture Wealth Strategies
Arizona
$222K
CPRC
746
Consolidated Portfolio Review Corp
New York
$220K -$1.46M -12,815 -87%
NP
747
Nilsine Partners
Colorado
$219K +$227 +2 +0.1%
AWA
748
Aaron Wealth Advisors
Illinois
$218K +$20.7K +182 +10%
DCM
749
DGS Capital Management
New Jersey
$218K -$11.1K -98 -5%
AIFAIM
750
American Institute for Advanced Investment Management
Arizona
$217K