We are live on ! Find out more
PHM icon

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
RPA
951
Redwood Park Advisors
California
$2.4K +$2.86K +22 New
S
952
Sachetta
Massachusetts
$2.18K +$130 +1 +5%
SS
953
SBI Securities
Japan
$2.18K +$2.6K +20 New
LIS
954
Legacy Investment Solutions
Idaho
$2.12K +$1.04K +8 +67%
LWMI
955
Legacy Wealth Management (Idaho)
Idaho
$2.12K +$1.04K +8 +67%
RTC
956
Riverview Trust Company
Washington
$1.96K +$2.34K +18 New
TFM
957
TFC Financial Management
Massachusetts
$1.85K
TWD
958
True Wealth Design
Ohio
$1.74K
NSIM
959
North Star Investment Management
Illinois
$1.74K
ZB
960
Zions Bancorporation
Utah
$1.42K
NC
961
NewSquare Capital
Pennsylvania
$1.42K +$1.69K +13 New
WCM
962
WealthTrak Capital Management
Virginia
$1.31K +$1.56K +12 New
BTD
963
BankPlus Trust Department
Mississippi
$1.2K +$1.43K +11 New
CIAM
964
Caitong International Asset Management
Hong Kong
$1.2K +$1.43K +11 New
NL
965
NVWM LLC
Pennsylvania
$1.09K
CSWM
966
Cassady Schiller Wealth Management
Ohio
$1.09K +$1.3K +10 New
PWM
967
Parkworth Wealth Management
California
$1.09K +$1.3K +10 New
PMAM
968
Picton Mahoney Asset Management
Ontario, Canada
$1K
TCOV
969
Trust Company of Vermont
Vermont
$980
HWP
970
Highline Wealth Partners
California
$871 -$260 -2 -20%
TCM
971
Tradewinds Capital Management
Washington
$763
MSWM
972
Mowery & Schoenfeld Wealth Management
Illinois
$763 +$909 +7 New
AWM
973
Abound Wealth Management
Tennessee
$654
NS
974
NBC Securities
Alabama
$548 -$657K -5,063 -100%
PWA
975
Principia Wealth Advisory
Texas
$545 +$649 +5 New