PVAL

Putnam Focused Lrg Cap Value

+$1.7B

Net Activity

Institutions Holding

314

Popularity Rank

#1899

Avg Weight

1.12%

Total Value

$7.5B

Ownership Trend

314 institutions currently hold PVAL, with 258 net buyers and 55 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

55

Net Buying Institutions

258

Key Holders

Key Holders

Top 5 by Value

BO
Bank Of America CORP /de/
$1.7B
MS
Morgan Stanley
$655.1M
CI
Cetera Investment Advisers
$386.8M
CB
Cullen/Frost Bankers, Inc.
$358.4M
GT
Glenmede Trust Co NA
$332.0M

Top 5 by Conviction

AA
Auctus Advisors LLC
41.80%
OW
Opal Wealth Advisors, LLC
16.45%
AF
Allegheny Financial Group
14.27%
SF
Sowa Financial Group, Inc.
12.92%
PC
Piedmont Capital Management, LLC
11.59%
View all 314 holding institutions

Quarterly Activity

Recent Activity

+$7.2B

Total Buy Value

$483.2M

Total Sell Value

New buy76
Trim35
Add182
Sold out20

258

Net Buyers

55

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding PUTNAM FOCUSED LRG CAP VALUE (PVAL)?
Major stakeholders currently include Bank Of America CORP /de/ ($1.7B), Morgan Stanley ($655.1M), Cetera Investment Advisers ($386.8M). Based on the latest 13F filings, there are a total of 314 tracked investment funds and institutions maintaining positions in PVAL.
What is the overall institutional sentiment toward PVAL recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $1.7B, driven by 258 managers accumulating shares while 55 reduced their exposure.
Which institutions have been selling or reducing their PVAL positions?
In the latest period, 35 funds trimmed their holdings, and 20 managers completely exited their positions. The aggregate reported sell value was $483.2M.
Are there any notable investors adding PVAL to their portfolios?
Yes, buying activity remains notable. 76 institutions opened new positions in {ticker}, and 182 existing holders added to their shares. The total reported buy value for the quarter amounted to $7.2B.

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