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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
AGWCA
301
Annis Gardner Whiting Capital Advisors
Florida
$1.57K
NSIM
302
North Star Investment Management
Illinois
$1.49K -$115 -9 -8%
AssetMark Inc
303
AssetMark Inc
California
$1.49K +$1.28K +100 New
CFO
304
CVA Family Office
Colorado
$1.49K +$1.28K +100 New
FFO
305
Fortitude Family Office
Arizona
$1.34K +$1.15K +90 New
PWMG
306
Private Wealth Management Group
New Jersey
$1.34K +$1.15K +90 New
SL
307
Salomon & Ludwin
Virginia
$1.31K
PS
308
Planned Solutions
California
$1.26K +$1.09K +85 New
SC
309
SouthState Corp
Florida
$1.25K -$487 -38 -31%
BBHC
310
Brown Brothers Harriman & Co
New York
$1.23K
VWM
311
Venturi Wealth Management
Texas
$1.2K +$1.04K +81 New
IWP
312
IAG Wealth Partners
Wisconsin
$1.19K
CAL
313
Capital Advisors Ltd
Ohio
$1K
TLCM
314
Twin Lakes Capital Management
California
$936
RTL
315
Red Tortoise LLC
Georgia
$921
JWA
316
JFS Wealth Advisors
Pennsylvania
$669
HWA
317
Heritage Wealth Advisors
Virginia
$668
TC
318
Truvestments Capital
Florida
$594
AF
319
Advisornet Financial
Minnesota
$505
BWM
320
Baystate Wealth Management
Massachusetts
$475
GEA
321
Glen Eagle Advisors
New Jersey
$446
YAL
322
Your Advocates Ltd
Texas
$431
JFA
323
JNBA Financial Advisors
Minnesota
$372
TCA
324
Trifecta Capital Advisors
Illinois
$342
ZB
325
Zions Bancorporation
Utah
$327