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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
PFBT
826
Parkside Financial Bank & Trust
Missouri
$40.4K +$5.91K +52 +17%
VCM
827
Versant Capital Management
Arizona
$40.2K +$35.1K +309 +552%
GLR
828
Great Lakes Retirement
Ohio
$38.9K +$40.1K +353 New
C
829
Covestor
United Kingdom
$38K -$8.18K -72 -17%
DIP
830
DT Investment Partners
Pennsylvania
$36.8K
CFD
831
Creative Financial Designs
Indiana
$36.6K -$114 -1 -0.3%
CA
832
Continuum Advisory
Idaho
$34.9K +$17.5K +154 +94%
W
833
WealthCollab
Washington
$32.1K -$908 -8 -3%
BAM
834
Byrne Asset Management
New Jersey
$32K
SIC
835
Salem Investment Counselors
North Carolina
$31.4K
RIL
836
Rothschild Investment LLC
Illinois
$31.2K +$7.49K +66 +30%
WT
837
Whittier Trust
California
$30.8K
JWA
838
JFS Wealth Advisors
Pennsylvania
$28.3K -$13.7K -121 -32%
BEI
839
Benjamin Edwards Inc
Missouri
$27K +$3.18K +28 +13%
EWA
840
EverSource Wealth Advisors
Alabama
$26.7K +$6.59K +58 +40%
AAG
841
Armstrong Advisory Group
Massachusetts
$26.2K +$27K +238 New
PCFFS
842
Pacific Center for Financial Services
California
$26.1K -$13.5K -119 -33%
BIA
843
Bell Investment Advisors
California
$25.8K
WWP
844
WR Wealth Planners
Missouri
$25.5K +$9.31K +82 +55%
CB
845
CNB Bank
Pennsylvania
$25K
PG
846
Proffitt & Goodson
Tennessee
$23.6K +$24.3K +214 New
CB
847
Community Bank
New York
$23.1K
LI
848
LRI Investments
Florida
$22.9K -$3.18K -28 -12%
CFM
849
Catalyst Funds Management
Australia
$22K -$863K -7,600 -97%
CP
850
Camelot Portfolios
Ohio
$22K +$22.7K +200 New