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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
QFA
1076
Quantum Financial Advisors
California
-$232K -1,616 Closed
BWP
1077
Balboa Wealth Partners
Arizona
-$227K -1,580 Closed
FCG
1078
Fielder Capital Group
Tennessee
-$225K -1,566 Closed
PCMC
1079
Paragon Capital Management (Colorado)
Colorado
-$224K -1,560 Closed
IIC
1080
Ironwood Investment Counsel
Arizona
-$223K -1,556 Closed
BCP
1081
Blackhawk Capital Partners
Wisconsin
-$223K -1,553 Closed
Fisher Asset Management
1082
Fisher Asset Management
Washington
-$223K -1,550 Closed
AI
1083
Accredited Investors
Minnesota
-$215K -1,500 Closed
FWTB
1084
First Western Trust Bank
Colorado
-$214K -1,489 Closed
FP
1085
Foundry Partners
Minnesota
-$212K -1,475 Closed
MWM
1086
Merriman Wealth Management
Washington
-$211K -1,468 Closed
FOA
1087
Five Oceans Advisors
California
-$210K -1,464 Closed
CCFM
1088
Clear Creek Financial Management
Washington
-$209K -1,455 Closed
CA
1089
Carson Advisory
Georgia
-$208K -1,450 Closed
LF
1090
LifeSteps Financial
California
-$208K -1,447 Closed
PCIA
1091
Prime Capital Investment Advisors
Kansas
-$207K -1,443 Closed
AO
1092
Advisor OS
Illinois
-$207K -1,442 Closed
CHP
1093
Cable Hill Partners
Oregon
-$207K -1,440 Closed
BFG
1094
Beacon Financial Group
Texas
-$206K -1,436 Closed
IP
1095
Ignite Planners
California
-$206K -1,436 Closed
Luther King Capital Management (LKCM)
1096
Luther King Capital Management (LKCM)
Texas
-$204K -1,418 Closed
WA
1097
WBH Advisory
Maryland
-$202K -1,405 Closed
JFGIW
1098
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$160K -1,114 Closed
SIM
1099
Sentry Investment Management
Wisconsin
-$150K -1,047 Closed
BWP
1100
Baldwin Wealth Partners
Massachusetts
-$133K -923 Closed