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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
DJSG
851
D.J. St. Germain
Massachusetts
$47.9K
DMBA
852
Deseret Mutual Benefit Administrators
Utah
$46.6K
FP
853
Financial Perspectives
Minnesota
$44.6K
WW
854
Winnow Wealth
Texas
$44K +$53.2K +410 New
AA
855
Ancora Advisors
Ohio
$43.8K
PFBT
856
Parkside Financial Bank & Trust
Missouri
$43.2K +$2.86K +22 +6%
QL
857
Quarry LP
New York
$43.2K +$51.5K +397 New
HFS
858
Hantz Financial Services
Michigan
$43K
SNB
859
Security National Bank
Nebraska
$42.5K
FMP
860
Financial Management Professionals
Texas
$41.6K
RS
861
R Squared
Hong Kong
$39.2K +$46.7K +360 New
TWC
862
TD Waterhouse Canada
Ontario, Canada
$38K +$13.6K +105 +43%
AG
863
AmeriFlex Group
Nevada
$37.4K +$42.7K +329 New
DIP
864
DT Investment Partners
Pennsylvania
$36.4K
FFO
865
Fortitude Family Office
Arizona
$35.1K +$17.8K +137 +74%
JFA
866
JNBA Financial Advisors
Minnesota
$32.7K
W
867
WealthCollab
Washington
$31.8K
EWA
868
EverSource Wealth Advisors
Alabama
$31.8K +$6.1K +47 +19%
SIC
869
Salem Investment Counselors
North Carolina
$31.1K
WT
870
Whittier Trust
California
$30.5K
CFD
871
Creative Financial Designs
Indiana
$29.7K -$13.1K -101 -27%
WWP
872
WR Wealth Planners
Missouri
$29.5K +$3.9K +30 +12%
LI
873
LRI Investments
Florida
$29K
HIMS
874
Hager Investment Management Services
New Hampshire
$28.9K +$34.4K +265 New
CB
875
CNB Bank
Pennsylvania
$23.8K -$130 -1 -0.5%