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787 hedge funds and large institutions have $14B invested in Masco in 2023 Q4 according to their latest regulatory filings, with 129 funds opening new positions, 247 increasing their positions, 289 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

130% more first-time investments, than exits

New positions opened: 129 | Existing positions closed: 56

26% more capital invested

Capital invested by funds: $11.1B → $14B (+$2.89B)

8% more funds holding

Funds holding: 726787 (+61)

0.76% more ownership

Funds ownership: 92.63%93.39% (+0.76%)

15% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 289

36% less call options, than puts

Call options by funds: $40M | Put options by funds: $62.4M

Holders
787
Holders Change
+61
Holders Change %
+8.4%
% of All Funds
11.47%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
129
Increased
247
Reduced
289
Closed
56
Calls
$40M
Puts
$62.4M
Net Calls
-$22.4M
Net Calls Change
-$27.6M
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
701
Venturi Wealth Management
Texas
$17K -$4.18K -72 -22%
IBOK
702
Independence Bank of Kentucky
Kentucky
$16.9K
GWMIA
703
Global Wealth Management Investment Advisory
Florida
$16.7K
NSIM
704
North Star Investment Management
Illinois
$16K -$40.1K -691 -74%
CFO
705
CVA Family Office
Colorado
$15.7K +$13.7K +235 New
CPG
706
Cornerstone Planning Group
New Jersey
$15.3K -$349 -6 -3%
SAM
707
Smartleaf Asset Management
Massachusetts
$15.1K +$13.1K +225 New
VCM
708
Versant Capital Management
Arizona
$14.6K
CG
709
Cutler Group
California
$14K +$11.9K +205 +1,206%
UCB
710
United Community Bank
South Carolina
$13.7K
JWA
711
JFS Wealth Advisors
Pennsylvania
$12.5K +$871 +15 +9%
BWM
712
Baystate Wealth Management
Massachusetts
$11.6K +$10K +173 New
FMII
713
Farmers & Merchants Investments Inc
Nebraska
$11.2K
BLC
714
Brown, Lisle/Cummings
Rhode Island
$11.1K
NCM
715
Northwest Capital Management
Oregon
$11K +$58 +1 +0.6%
CA
716
Centerpoint Advisors
Massachusetts
$10K
WWM
717
Wolff Wiese Magana
California
$9.04K +$581 +10 +8%
GKIM
718
GW&K Investment Management
Massachusetts
$9K +$1.05K +18 +17%
SIS
719
Sound Income Strategies
Florida
$8.91K
AWM
720
Abound Wealth Management
Tennessee
$7.99K +$697 +12 +11%
GWS
721
Glassman Wealth Services
Virginia
$7.7K +$987 +17 +17%
HGA
722
Hobbs Group Advisors
South Carolina
$7.64K +$6.62K +114 New
IUHSA
723
Itau Unibanco Holding S.A.
Brazil
$7.1K -$5.98K -103 -49%
TCWA
724
Turtle Creek Wealth Advisors
Texas
$6.83K +$5.92K +102 New
GEA
725
Glen Eagle Advisors
New Jersey
$6.7K

MAS Hedge Fund Activity: Q4 2023 in Review

787 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Masco (MAS) for Q4 2023, worth a combined $14B — up 26% from $11.1B a quarter earlier.

Buyers outnumbered sellers: 129 funds opened new MAS positions and 56 closed out — a net gain of 73 holders — while 247 added to existing stakes and 289 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $157M. The largest seller was Massachusetts Financial Services, cutting an estimated $138M.

  • 787 institutional investors held Masco (MAS) as of Q4 2023, up from 726 in Q3 2023.
  • Funds reported $14B of Masco stock for Q4 2023, up 26% quarter-over-quarter.
  • 129 funds opened new Masco positions in Q4 2023 and 56 closed out, a net change of +73 holders.
  • The largest Masco buyer in Q4 2023 was Morgan Stanley, an estimated $157M added.
  • The largest Masco seller in Q4 2023 was Massachusetts Financial Services, an estimated $138M sold.

Based on aggregated 13F filings for Q4 2023.