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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
NCFG
751
New Century Financial Group
New Jersey
$217K +$223K +1,968 New
LSAG
752
Lake Street Advisors Group
New Hampshire
$213K -$10.3K -91 -4%
VI
753
Versor Investments
New York
$213K -$1.53M -13,465 -87%
CFSG
754
Clark Financial Services Group
Missouri
$213K +$12.9K +114 +6%
CMF
755
Counterpoint Mutual Funds
California
$211K +$217K +1,912 New
PWMG
756
Pinnacle Wealth Management Group
Michigan
$209K
NI
757
NDVR Inc
Massachusetts
$206K -$18.8K -166 -8%
IIC
758
Ironwood Investment Counsel
Arizona
$206K +$213K +1,875 New
PP
759
Paloma Partners
Connecticut
$206K -$2.56M -22,517 -92%
TPCW
760
TD Private Client Wealth
New York
$206K +$681 +6 +0.3%
CC
761
Callan Capital
California
$205K +$212K +1,863 New
PFA
762
Pathway Financial Advisors
Vermont
$205K
CT
763
Chicago Trust
Illinois
$202K +$208K +1,834 New
MSWM
764
McGlone Suttner Wealth Management
Wisconsin
$202K -$80.8K -712 -27%
PF
765
Phoenix Financial
Israel
$201K -$8.06K -71 -4%
VC
766
Vicus Capital
Pennsylvania
$201K +$15.9K +140 +8%
CFGS
767
Concourse Financial Group Securities
Alabama
$199K +$33.7K +297 +20%
FLPIM
768
F.L. Putnam Investment Management
Massachusetts
$198K +$204K +1,800 New
QCG
769
Quadrant Capital Group
Ohio
$195K +$20K +176 +11%
OWA
770
Opal Wealth Advisors
New York
$193K +$199K +1,750 New
AA
771
AlphaCentric Advisors
Puerto Rico
$191K -$159K -1,399 -45%
MG
772
Mather Group
Illinois
$186K +$21.1K +186 +14%
AF
773
Allworth Financial
California
$184K +$19.4K +171 +13%
GI
774
GAMMA Investing
California
$175K +$49.3K +434 +38%
SWM
775
Sugarloaf Wealth Management
Georgia
$173K