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MasterBrand

340 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 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
340
Holders Change
+6
Holders Change %
+1.8%
% of All Funds
4.98%
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
32
Calls
$823K
Puts
$126K
Net Calls
+$697K
Net Calls Change
+$702K
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
301
North Star Investment Management
Illinois
$1.49K -$134 -9 -8%
AssetMark Inc
302
AssetMark Inc
California
$1.49K +$1.49K +100 New
CFO
303
CVA Family Office
Colorado
$1.49K +$1.49K +100 New
PWMG
304
Private Wealth Management Group
New Jersey
$1.34K +$1.34K +90 New
FFO
305
Fortitude Family Office
Arizona
$1.34K +$1.34K +90 New
SL
306
Salomon & Ludwin
Virginia
$1.31K
PS
307
Planned Solutions
California
$1.26K +$1.26K +85 New
SC
308
SouthState Corp
Florida
$1.25K -$564 -38 -31%
BBHC
309
Brown Brothers Harriman & Co
New York
$1.23K
VWM
310
Venturi Wealth Management
Texas
$1.2K +$1.2K +81 New
IWP
311
IAG Wealth Partners
Wisconsin
$1.19K
CAL
312
Capital Advisors Ltd
Ohio
$1K
TLCM
313
Twin Lakes Capital Management
California
$936
RTL
314
Red Tortoise LLC
Georgia
$921
JWA
315
JFS Wealth Advisors
Pennsylvania
$669
HWA
316
Heritage Wealth Advisors
Virginia
$668
TC
317
Truvestments Capital
Florida
$594
AF
318
Advisornet Financial
Minnesota
$505
BWM
319
Baystate Wealth Management
Massachusetts
$475
GEA
320
Glen Eagle Advisors
New Jersey
$446
YAL
321
Your Advocates Ltd
Texas
$431
JFA
322
JNBA Financial Advisors
Minnesota
$372
TCA
323
Trifecta Capital Advisors
Illinois
$342
ZB
324
Zions Bancorporation
Utah
$327
BGAI
325
Bruce G. Allen Investments
Colorado
$312 +$312 +21 New