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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
AWM
801
AllSquare Wealth Management
New York
$66.7K -$9.54K -84 -12%
EC
802
EntryPoint Capital
New York
$65.1K +$27.3K +240 +68%
CFO
803
CVA Family Office
Colorado
$63.3K +$568 +5 +0.9%
CP
804
Castleview Partners
Texas
$60.3K -$341 -3 -0.5%
CPG
805
Cornerstone Planning Group
New Jersey
$60.2K +$54.4K +479 +5,322%
OP
806
ORG Partners
Indiana
$59.3K +$25.5K +225 +68%
RFS
807
Richardson Financial Services
Massachusetts
$58.7K
PMFA
808
Plante Moran Financial Advisors
Michigan
$55K -$56.8K -500 -50%
LC
809
Lindbrook Capital
California
$53.4K +$8.06K +71 +17%
FCA
810
FinTrust Capital Advisors
South Carolina
$53.3K -$11.6K -102 -17%
CH
811
Cromwell Holdings
Wyoming
$53.2K +$54.7K +482 New
MCM
812
MV Capital Management
Maryland
$53K -$44.9K -395 -45%
CAL
813
Capital Advisors Ltd
Ohio
$52K +$47.5K +418 +746%
EWM
814
Evermay Wealth Management
Virginia
$50.1K
AT
815
Arlington Trust
Alabama
$48.4K
DJSG
816
D.J. St. Germain
Massachusetts
$48.4K
DMBA
817
Deseret Mutual Benefit Administrators
Utah
$48.1K -$6.36K -56 -11%
FFA
818
Frazier Financial Advisors
Ohio
$46.5K +$15.7K +138 +49%
FP
819
Financial Perspectives
Minnesota
$45.1K
MB
820
Mizuho Bank
Japan
$45.1K +$46.6K +410 New
AA
821
Ancora Advisors
Ohio
$44K
HFS
822
Hantz Financial Services
Michigan
$44K -$4.09K -36 -8%
GBT
823
Grove Bank & Trust
Florida
$43K -$3.41K -30 -7%
SNB
824
Security National Bank
Nebraska
$42.9K
FMP
825
Financial Management Professionals
Texas
$42K +$27.9K +246 +181%