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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
SIC
826
SJS Investment Consulting
Ohio
$7.23K +$425 +5 +8%
CSC
827
Caldwell Sutter Capital
California
$7.12K
LFA
828
LGT Financial Advisors
Texas
$6.3K
BGAI
829
Bruce G. Allen Investments
Colorado
$6.3K +$5.18K +61 New
HCM
830
Hollencrest Capital Management
California
$6.19K
WPA
831
West Paces Advisors
Georgia
$6.09K +$510 +6 +11%
GWSA
832
Global Wealth Strategies & Associates
Colorado
$5.88K
DPW
833
DiNuzzo Private Wealth
Pennsylvania
$5.88K +$4.84K +57 New
CTA
834
Colonial Trust Advisors
South Carolina
$5.78K
VCM
835
Versant Capital Management
Arizona
$5.78K +$1.02K +12 +27%
CTC
836
Cetera Trust Company
Minnesota
$5.68K +$4.67K +55 New
RTL
837
Red Tortoise LLC
Georgia
$5.57K
HIA
838
Harbor Investment Advisory
Maryland
$5.47K -$170 -2 -4%
CAL
839
Capital Advisors Ltd
Ohio
$5K
AW
840
Avion Wealth
Texas
$5K +$425 +5 +11%
VWA
841
Valued Wealth Advisors
Utah
$4.97K +$5.69K +67 New
GWMIA
842
Global Wealth Management Investment Advisory
Florida
$4.75K +$3.91K +46 New
PWMG
843
Prestige Wealth Management Group
New Jersey
$4.55K
PA
844
Pineridge Advisors
Missouri
$4.44K +$3.65K +43 New
AFWM
845
Abich Financial Wealth Management
Virginia
$4.44K +$3.65K +43 New
PVH
846
Psagot Value Holdings
Israel
$4K
TCA
847
Trifecta Capital Advisors
Illinois
$3.82K
LTI
848
Laffer Tengler Investments
Tennessee
$3.51K
ANBT
849
American National Bank & Trust
Texas
$3.51K +$2.89K +34 New
MA
850
MCF Advisors
Kentucky
$3.2K