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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
VAG
851
VisionPoint Advisory Group
Texas
$18.4K +$3.18K +28 +20%
WIM
852
Westside Investment Management
California
$16.5K
AF
853
Advisornet Financial
Minnesota
$16.3K
VWA
854
Valued Wealth Advisors
Utah
$16.2K +$2.16K +19 +15%
RFG
855
RFP Financial Group
Georgia
$15.7K -$4.88K -43 -23%
FMII
856
Farmers & Merchants Investments Inc
Nebraska
$15.4K -$1.02K -9 -6%
SWM
857
Spire Wealth Management
Virginia
$15.2K -$33.2K -292 -68%
NRG
858
Nemes Rush Group
Michigan
$14.8K
PPWM
859
PFG Private Wealth Management
Florida
$13.9K
RA
860
Rise Advisors
New York
$13.8K
WOC
861
West Oak Capital
California
$13.8K
AEPWM
862
Atlantic Edge Private Wealth Management
Florida
$13.2K
GKIM
863
GW&K Investment Management
Massachusetts
$13K +$2.95K +26 +29%
Kayne Anderson Rudnick Investment Management
864
Kayne Anderson Rudnick Investment Management
California
$12.9K +$908 +8 +7%
CWC
865
Carolinas Wealth Consulting
North Carolina
$12.8K -$1.7K -15 -11%
RFG
866
REAP Financial Group
Texas
$12.5K -$681 -6 -5%
MFT
867
Moisand Fitzgerald Tamayo
Florida
$12.4K
MTC
868
Matrix Trust Company
Colorado
$12K +$12.4K +109 New
JWM
869
Janiczek Wealth Management
Colorado
$11.7K
DF
870
Dunhill Financial
United Kingdom
$11.4K +$9.99K +88 +550%
BLC
871
Brown, Lisle/Cummings
Rhode Island
$11K
LWANC
872
Laurel Wealth Advisors (North Carolina)
North Carolina
$11K +$11.4K +100 New
HGERS
873
Householder Group Estate & Retirement Specialist
Arizona
$10K
NMG
874
New Millennium Group
Utah
$9.8K +$10.1K +89 New
AP
875
Aspect Partners
Virginia
$9.58K