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MasterBrand
MBC

Overview Fund Activity

340 hedge funds and large institutions have $2.19B invested in MasterBrand in 2024 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 82 increasing their positions, 112 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
–
Holders Change %
0%
% of All Funds
4.93%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
47
Increased
82
Reduced
112
Closed
45
Calls
$305K
Puts
$592K
Net Calls
-$287K
Net Calls Change
-$984K

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
$128M
2
BCM
Bridgeway Capital Management
Texas
$20.9M
3
Wellington Management Group
Wellington Management Group
Massachusetts
$93M
4
Goldman Sachs
Goldman Sachs
New York
$50.5M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$75.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$56.6M
2
DSA
Davis Selected Advisers
Arizona
$16.1M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
$28.3M
4
GAM
Goldentree Asset Management
New York
$0
5
GC
Giverny Capital
Quebec, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HIA
251
Harbor Investment Advisory
Maryland
$13.8K +$2.01K +107 +17%
TSWM
252
Tyler-Stone Wealth Management
Ohio
$13.4K – – –
TLA
253
Tanglewood Legacy Advisors
Texas
$13.4K – – –
Northwestern Mutual Wealth Management
254
Northwestern Mutual Wealth Management
Wisconsin
$13.3K – – –
S
255
SignatureFD
Georgia
$13.2K +$2.91K +155 +28%
MA
256
MCF Advisors
Kentucky
$13K – – –
EWA
257
EverSource Wealth Advisors
Alabama
$11.7K – – –
TWC
258
TD Waterhouse Canada
Ontario, Canada
$11.5K – – –
PFA
259
Pathway Financial Advisers
Indiana
$11.2K – – –
PB
260
Pinnacle Bancorp
Nebraska
$11.2K – – –
PK
261
Pflug Koory
Nebraska
$11.2K -$38K -2,028 -77%
GWP
262
Gen-Wealth Partners
Michigan
$11K +$11K +588 New
AA
263
Addison Advisors
Vermont
$10.9K +$1.57K +84 +17%
IGWM
264
ICA Group Wealth Management
Colorado
$10.2K – – –
PA
265
Parallel Advisors
California
$10.1K +$1.5K +80 +17%
CA
266
Crewe Advisors
Utah
$10K -$11.2K -600 -53%
OIA
267
Optimum Investment Advisors
Illinois
$9.37K +$9.37K +500 New
CB
268
Community Bank
New York
$8.99K – – –
GG
269
Gleason Group
Kentucky
$8.43K – – –
WIM
270
Westside Investment Management
California
$7.5K – – –
ME
271
McIlrath & Eck
Washington
$7.5K – – –
CNBTD
272
Citizens National Bank Trust Department
Mississippi
$7.5K +$7.5K +400 New
BCA
273
Bray Capital Advisors
Florida
$7.03K – – –
PCFFS
274
Pacific Center for Financial Services
California
$7.03K – – –
BF
275
BOK Financial
Oklahoma
$6.84K -$2.37K -129 -26%
9 10
11
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