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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
BOSSRA
1001
B.O.S.S. Retirement Advisors
Utah
-$2.46M -17,107 Closed
BFA
1002
Brendel Financial Advisors
New Hampshire
-$2.31M -16,099 Closed
LP
1003
LMR Partners
United Kingdom
-$1.91M -13,286 Closed
LA
1004
LBP AM
France
-$1.45M -10,098 Closed
BSG
1005
Black Swift Group
Colorado
-$1.44M -10,000 Closed
JWM
1006
Jackson Wealth Management
Florida
-$1.2M -8,355 Closed
FTDI
1007
First Trust Direct Indexing
Massachusetts
-$1.2M -8,340 Closed
SSA
1008
Schonfeld Strategic Advisors
New York
-$1.15M -8,040 Closed
CastleKeep Investment Advisors
1009
CastleKeep Investment Advisors
Connecticut
-$1.15M -7,998 Closed
LCM
1010
Landscape Capital Management
New Jersey
-$1.07M -7,481 Closed
MWM
1011
Mission Wealth Management
California
-$1.05M -7,309 Closed
PCS
1012
Personal CFO Solutions
New Jersey
-$1.02M -7,081 Closed
IMCOOI
1013
Investment Management Corp of Ontario (IMCO)
Canada
-$998K -6,951 Closed
FFO
1014
Fiduciary Family Office
Florida
-$966K -6,728 Closed
SRL
1015
Scientech Research LLC
New Jersey
-$913K -6,360 Closed
CF
1016
Cyr Financial
Illinois
-$828K -5,770 Closed
PFA
1017
Petra Financial Advisors
Colorado
-$817K -5,694 Closed
WI
1018
WBI Investments
New Jersey
-$815K -5,678 Closed
WA
1019
Win Advisors
Florida
-$803K -5,594 Closed
CPBTD
1020
Central Pacific Bank - Trust Division
Hawaii
-$773K -5,385 Closed
MGM
1021
Miura Global Management
New York
-$718K -5,000 Closed
GAM
1022
Groupama Asset Management
France
-$553 -4,923 Closed
BW
1023
Bison Wealth
Georgia
-$670K -4,668 Closed
SW
1024
SteelPeak Wealth
California
-$652K -4,538 Closed
EAM
1025
Eschler Asset Management
United Kingdom
-$651K -4,533 Closed