We are live on ! Find out more
PHM icon

Pultegroup

982 hedge funds and large institutions have $20.3B invested in Pultegroup in 2024 Q4 according to their latest regulatory filings, with 131 funds opening new positions, 352 increasing their positions, 381 reducing their positions, and 137 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.44% more ownership

Funds ownership: 90.43%90.87% (+0.44%)

4% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 137

8% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 381

2% less funds holding

Funds holding: 1,003982 (-21)

21% less call options, than puts

Call options by funds: $268M | Put options by funds: $338M

25% less capital invested

Capital invested by funds: $26.9B → $20.3B (-$6.64B)

73% less funds holding in top 10

Funds holding in top 10: 113 (-8)

Holders
982
Holders Change
-21
Holders Change %
-2.09%
% of All Funds
12.93%
Holding in Top 10
3
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-72.73%
% of All Funds
0.04%
New
131
Increased
352
Reduced
381
Closed
137
Calls
$268M
Puts
$338M
Net Calls
-$69.3M
Net Calls Change
+$17.6M
Name Holding Trade Value Shares
Change
Change in
Stake
NI
776
NDVR Inc
Massachusetts
$216K +$14.5K +112 +6%
SIS
777
Sound Income Strategies
Florida
$214K +$49.9K +384 +24%
VC
778
Vicus Capital
Pennsylvania
$213K +$48.9K +377 +24%
WSFS
779
Wilmington Savings Fund Society
Delaware
$212K -$409K -3,150 -62%
WAP
780
Wealthcare Advisory Partners
Pennsylvania
$211K -$27.1K -209 -10%
KIM
781
Kestra Investment Management
Texas
$209K +$18.3K +141 +8%
SWM
782
Sugarloaf Wealth Management
Georgia
$208K +$24.4K +188 +11%
PWMG
783
Pinnacle Wealth Management Group
Michigan
$207K
SF
784
Summit Financial
New Jersey
$204K +$44.7K +344 +23%
PFA
785
Pathway Financial Advisors
Vermont
$203K
RBFC
786
Roman Butler Fullerton & Co
Missouri
$203K -$1.56K -12 -0.7%
FRA
787
Frank Rimerman Advisors
California
$202K +$52.2K +402 +28%
DCM
788
DGS Capital Management
New Jersey
$202K -$12.6K -97 -5%
RDWM
789
Red Door Wealth Management
Tennessee
$201K +$4.42K +34 +2%
MPWT
790
MassMutual Private Wealth & Trust
Connecticut
$201K +$8.05K +62 +3%
LSAG
791
Lake Street Advisors Group
New Hampshire
$201K -$18.2K -140 -7%
LIM
792
Leavell Investment Management
Alabama
$201K +$29.7K +229 +14%
HWM
793
Hemington Wealth Management
Virginia
$189K +$4.16K +32 +2%
QCG
794
Quadrant Capital Group
Ohio
$186K -$1.04K -8 -0.5%
MG
795
Mather Group
Illinois
$182K +$1.95K +15 +0.9%
SWM
796
Spire Wealth Management
Virginia
$178K +$153K +1,176 +257%
AA
797
AlphaCentric Advisors
Puerto Rico
$172K -$11.3K -87 -5%
PWS
798
Peterson Wealth Services
Utah
$170K -$52.8K -407 -21%
PSFG
799
Park Square Financial Group
Georgia
$168K +$200K +1,542 New
CA
800
CoreCap Advisors
Michigan
$167K -$38.7K -298 -16%