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MasterBrand

362 hedge funds and large institutions have $1.68B invested in MasterBrand in 2024 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 98 increasing their positions, 105 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 40

2% more funds holding

Funds holding: 355362 (+7)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.3% less ownership

Funds ownership: 90.71%90.41% (-0.3%)

7% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 105

21% less capital invested

Capital invested by funds: $2.14B → $1.68B (-$456M)

35% less call options, than puts

Call options by funds: $83K | Put options by funds: $128K

Holders
362
Holders Change
+7
Holders Change %
+1.97%
% of All Funds
4.77%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
50
Increased
98
Reduced
105
Closed
40
Calls
$83K
Puts
$128K
Net Calls
-$45K
Net Calls Change
-$329K
Name Holding Trade Value Shares
Change
Change in
Stake
TCPG
276
Trivant Custom Portfolio Group
California
$6.47K -$7.55K -443 -50%
HIA
277
Harbor Investment Advisory
Maryland
$6.41K -$6.79K -398 -48%
National Bank of Canada
278
National Bank of Canada
Quebec, Canada
$6.33K -$1.33K -78 -15%
HCA
279
Harbor Capital Advisors
Illinois
$6K +$1.25K +73 +23%
Bessemer Group
280
Bessemer Group
New Jersey
$6K +$5.17K +303 +266%
CNBTD
281
Citizens National Bank Trust Department
Mississippi
$5.84K
ME
282
McIlrath & Eck
Washington
$5.84K
WIM
283
Westside Investment Management
California
$5.84K
PSFG
284
Park Square Financial Group
Georgia
$5.84K +$6.82K +400 New
AF
285
Allworth Financial
California
$5.81K -$68 -4 -1%
BCA
286
Bray Capital Advisors
Florida
$5.48K
FFA
287
Farther Finance Advisors
California
$5.19K +$989 +58 +20%
PFBT
288
Parkside Financial Bank & Trust
Missouri
$5.07K -$34 -2 -0.6%
Northwestern Mutual Wealth Management
289
Northwestern Mutual Wealth Management
Wisconsin
$4.87K -$5.46K -320 -49%
GWM
290
Geneos Wealth Management
Colorado
$4.41K +$5.15K +302 New
BAM
291
Bellevue Asset Management
Washington
$4.38K
BIA
292
Bell Investment Advisors
California
$4.24K
HFS
293
Hantz Financial Services
Michigan
$4K -$17 -1 -0.3%
CA
294
Clearstead Advisors
Ohio
$3.07K
HWM
295
Hemington Wealth Management
Virginia
$3K +$546 +32 +14%
AAG
296
Accordant Advisory Group
Maryland
$2.92K
AIM
297
Anchor Investment Management
South Carolina
$2.92K
BFS
298
Burkett Financial Services
South Carolina
$2.92K
GCM
299
Gables Capital Management
Florida
$2.92K
WT
300
Washington Trust
Rhode Island
$2.92K

MBC Hedge Fund Activity: Q4 2024 in Review

362 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in MasterBrand (MBC) for Q4 2024, worth a combined $1.68B — down 21% from $2.14B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new MBC positions and 40 closed out — a net gain of 10 holders — while 98 added to existing stakes and 105 trimmed.

The largest buyer was Boston Partners, adding an estimated $40.3M. The largest seller was Pacer Advisors, exiting entirely with an estimated $95.8M sold.

  • 362 institutional investors held MasterBrand (MBC) as of Q4 2024, up from 355 in Q3 2024.
  • Funds reported $1.68B of MasterBrand stock for Q4 2024, down 21% quarter-over-quarter.
  • 50 funds opened new MasterBrand positions in Q4 2024 and 40 closed out, a net change of +10 holders.
  • The largest MasterBrand buyer in Q4 2024 was Boston Partners, an estimated $40.3M added.
  • The largest MasterBrand seller in Q4 2024 was Pacer Advisors, an estimated $95.8M sold.

Based on aggregated 13F filings for Q4 2024.