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MasterBrand

341 hedge funds and large institutions have $1.7B invested in MasterBrand in 2023 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 82 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

553% more call options, than puts

Call options by funds: $823K | Put options by funds: $126K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

26% more capital invested

Capital invested by funds: $1.34B → $1.7B (+$356M)

24% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 33

3.65% more ownership

Funds ownership: 86.7%90.35% (+3.7%)

1% more funds holding

Funds holding: 336341 (+5)

26% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 111

Holders
341
Holders Change
+5
Holders Change %
+1.49%
% of All Funds
4.97%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
41
Increased
82
Reduced
111
Closed
33
Calls
$823K
Puts
$126K
Net Calls
+$697K
Net Calls Change
+$702K
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
226
Sandy Spring Bank
Maryland
$19.4K -$15.7K -1,221 -48%
BCM
227
Blume Capital Management
California
$19K
Carson Wealth (CWM LLC)
228
Carson Wealth (CWM LLC)
Nebraska
$17K -$8.04K -627 -36%
GWSG
229
GPS Wealth Strategies Group
Colorado
$16.9K
CA
230
Crewe Advisors
Utah
$16.8K
GKIM
231
GW&K Investment Management
Massachusetts
$16K
MA
232
Montag & Associates
Georgia
$15.7K
VCM
233
Versant Capital Management
Arizona
$15.4K
HI
234
Harbour Investments
Wisconsin
$14.9K
National Bank of Canada
235
National Bank of Canada
Quebec, Canada
$14.2K
C
236
Covestor
United Kingdom
$14K
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$13.9K -$410 -32 -3%
QL
238
Quarry LP
New York
$13.7K +$4.42K +345 +60%
CT
239
Caldwell Trust
Florida
$13.4K
TCPG
240
Trivant Custom Portfolio Group
California
$13.2K
MIA
241
MeadowBrook Investment Advisors
Michigan
$12.5K +$10.8K +840 New
GI
242
Gradient Investments
Minnesota
$12.3K
RIL
243
Rothschild Investment LLC
Illinois
$11.2K +$9.63K +751 New
TSWM
244
Tyler-Stone Wealth Management
Ohio
$10.6K
TLA
245
Tanglewood Legacy Advisors
Texas
$10.6K
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
$10.5K -$1.08K -84 -11%
UB
247
UMB Bank
Missouri
$10.5K
EWA
248
EverSource Wealth Advisors
Alabama
$10.4K -$179 -14 -2%
MA
249
MCF Advisors
Kentucky
$10.3K
BTI
250
Blue Trust Inc
Georgia
$10K +$308 +24 +3%