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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
CFO
751
CVA Family Office
Colorado
$58.8K +$48.4K +570 New
CP
752
Castleview Partners
Texas
$56.9K -$12.2K -143 -21%
RIM
753
Rakuten Investment Management
Japan
$55.5K +$45.5K +536 New
HFS
754
Hantz Financial Services
Michigan
$55K +$12K +141 +36%
DMBA
755
Deseret Mutual Benefit Administrators
Utah
$50.9K -$24.3K -286 -37%
AGWCA
756
Annis Gardner Whiting Capital Advisors
Florida
$50.4K
AT
757
Arlington Trust
Alabama
$49K +$2.97K +35 +8%
EWM
758
Evermay Wealth Management
Virginia
$47.3K +$38.5K +453 +9,060%
FF
759
Friedenthal Financial
New Jersey
$46.8K -$823K -9,679 -96%
AS
760
Altshuler Shaham
Israel
$46.8K -$21.3K -251 -36%
DJSG
761
D.J. St. Germain
Massachusetts
$45.4K -$20.4K -240 -35%
AP
762
Arlington Partners
Alabama
$45.4K
JFGIW
763
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$44.2K +$1.45K +17 +4%
AF
764
Advisornet Financial
Minnesota
$44.1K +$17.3K +204 +91%
SA
765
Scarborough Advisors
Maryland
$43.6K +$35.9K +422 New
GBT
766
Grove Bank & Trust
Florida
$43.5K +$935 +11 +3%
FP
767
Financial Perspectives
Minnesota
$42.3K
DIP
768
DT Investment Partners
Pennsylvania
$42.1K
AA
769
Ancora Advisors
Ohio
$41.3K
OP
770
ORG Partners
Indiana
$40.5K +$32.4K +381 +3,464%
SNB
771
Security National Bank
Nebraska
$40.3K +$33.1K +390 New
LC
772
Lindbrook Capital
California
$39.1K +$24.8K +292 +336%
RS
773
Rakuten Securities
Japan
$37.2K +$30.6K +360 New
CFD
774
Creative Financial Designs
Indiana
$34.3K +$85 +1 +0.3%
BWM
775
Baystate Wealth Management
Massachusetts
$33K -$14.5K -171 -35%