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MasterBrand

349 hedge funds and large institutions have $924M invested in MasterBrand in 2023 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 73 increasing their positions, 137 reducing their positions, and 93 closing their positions.

Holders
349
Holders Change
-35
Holders Change %
-9.11%
% of All Funds
5.59%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
66
Increased
73
Reduced
137
Closed
93
Calls
$42K
Puts
$127K
Net Calls
-$85K
Net Calls Change
-$70K
Name Market Value Shares Shares
Change
Shares
Change %
WWM
301
Wolff Wiese Magana
California
$1.34K 166 -5 -3%
AWM
302
AllSquare Wealth Management
New York
$1.25K 155
CT
303
Colonial Trust
South Carolina
$1.21K 150
TF
304
TimeScale Financial
Massachusetts
$1.12K 139 +139 New
PMFA
305
Plante Moran Financial Advisors
Michigan
$1.08K 134 -3 -2%
GWS
306
Glassman Wealth Services
Virginia
$1.02K 127 +88 +226%
CAL
307
Capital Advisors Ltd
Ohio
$1K 85
BWAM
308
Boyd Watterson Asset Management
Ohio
$989 123
SC
309
SouthState Corp
Florida
$981 122
SWA
310
SOA Wealth Advisors
New York
$909 113 +113 New
NSIM
311
North Star Investment Management
Illinois
$876 109 +109 New
CFO
312
CVA Family Office
Colorado
$804 100 -190 -66%
BBHC
313
Brown Brothers Harriman & Co
New York
$716 89
IWP
314
IAG Wealth Partners
Wisconsin
$643 80
JWA
315
JFS Wealth Advisors
Pennsylvania
$620 77
HS
316
Horan Securities
United States
$531 66 +66 New
TLCM
317
Twin Lakes Capital Management
California
$507 63 +63 New
RTL
318
Red Tortoise LLC
Georgia
$498 62
SC
319
Schubert & Co
Texas
$386 48
SWA
320
Sutton Wealth Advisors
Florida
$378 47 -24 -34%
HWA
321
Heritage Wealth Advisors
Virginia
$362 45
PO
322
Private Ocean
California
$354 44
TC
323
Truvestments Capital
Florida
$322 40
VFA
324
Values First Advisors
Tennessee
$291 36 +36 New
BWM
325
Baystate Wealth Management
Massachusetts
$257 32 +32 New