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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
EWA
776
EverSource Wealth Advisors
Alabama
$31.8K +$1.36K +16 +5%
BFPW
777
BOK Financial Private Wealth
Colorado
$31.2K
AWM
778
Avior Wealth Management
Nebraska
$31.1K -$15.5K -182 -38%
NMM
779
Naples Money Management
Florida
$31K +$25.5K +300 New
PFBT
780
Parkside Financial Bank & Trust
Missouri
$30K -$8.41K -99 -25%
SSB
781
Sandy Spring Bank
Maryland
$29.7K
SIC
782
Salem Investment Counselors
North Carolina
$29.5K
WT
783
Whittier Trust
California
$28.9K -$12.6K -148 -35%
TWC
784
TD Waterhouse Canada
Ontario, Canada
$28.5K -$5.99M -70,483 -100%
JWA
785
JFS Wealth Advisors
Pennsylvania
$27.6K +$765 +9 +3%
W
786
WealthCollab
Washington
$27.3K +$22.4K +264 New
RFG
787
RFP Financial Group
Georgia
$26.3K -$6.8K -80 -24%
BAM
788
Byrne Asset Management
New Jersey
$25.7K -$1.36K -16 -6%
QL
789
Quarry LP
New York
$24.8K +$1.36K +16 +7%
WCM
790
Winthrop Capital Management
Indiana
$24.5K +$20.1K +237 New
TCWA
791
Turtle Creek Wealth Advisors
Texas
$24.2K +$19.9K +234 New
BIA
792
Bell Investment Advisors
California
$22.8K +$1.19K +14 +7%
LF
793
Lee Financial
Texas
$22.8K
FMP
794
Financial Management Professionals
Texas
$22K -$32.6K -384 -65%
CB
795
Community Bank
New York
$21.7K
CB
796
CNB Bank
Pennsylvania
$20.3K
RIL
797
Rothschild Investment LLC
Illinois
$19.8K +$16.3K +192 New
FFA
798
Frazier Financial Advisors
Ohio
$19K +$15.6K +184 New
CAC
799
Core Alternative Capital
Georgia
$18.5K -$1.27K -15 -8%
VWM
800
Venturi Wealth Management
Texas
$17.9K -$2.29K -27 -14%