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MasterBrand
MBC

341 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, 113 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

29% more capital invested

Capital invested by funds: $1.7B → $2.19B (+$489M)

1.92% more ownership

Funds ownership: 90.35% → 92.27% (+1.9%)

4% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 45

0% more funds holding

Funds holding: 341 → 341 (0)

27% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 113

48% less call options, than puts

Call options by funds: $305K | Put options by funds: $592K

Holders
341
Holders Change
–
Holders Change %
0%
% of All Funds
4.91%
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
113
Closed
45
Calls
$305K
Puts
$592K
Net Calls
-$287K
Net Calls Change
-$984K

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$109M
2
BCM
Bridgeway Capital Management
Texas
+$17.7M
3
Wellington Management Group
Wellington Management Group
Massachusetts
+$14.8M
4
Goldman Sachs
Goldman Sachs
New York
+$14.2M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$8.74M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$68.5M
2
DSA
Davis Selected Advisers
Arizona
-$18.1M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$16.3M
4
GAM
Goldentree Asset Management
New York
-$13.9M
5
GC
Giverny Capital
Quebec, Canada
-$13.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
AAG
301
Armstrong Advisory Group
Massachusetts
$2.38K – – –
CA
302
CoreCap Advisors
Michigan
$2.32K +$1.97K +124 New
BWAM
303
Boyd Watterson Asset Management
Ohio
$2.31K – – –
SWA
304
SOA Wealth Advisors
New York
$2.12K – – –
CFGS
305
Concourse Financial Group Securities
Alabama
$2.12K -$3.06K -193 -63%
SL
306
Salomon & Ludwin
Virginia
$2.02K – – –
Bessemer Group
307
Bessemer Group
New Jersey
$2K -$555 -35 -23%
CAL
308
Capital Advisors Ltd
Ohio
$2K – – –
AGWCA
309
Annis Gardner Whiting Capital Advisors
Florida
$1.99K – – –
CFO
310
CVA Family Office
Colorado
$1.87K – – –
NSIM
311
North Star Investment Management
Illinois
$1.87K – – –
FFO
312
Fortitude Family Office
Arizona
$1.69K – – –
PWMG
313
Private Wealth Management Group
New Jersey
$1.69K – – –
S
314
Sachetta
Massachusetts
$1.66K – – –
BBHC
315
Brown Brothers Harriman & Co
New York
$1.55K – – –
VWM
316
Venturi Wealth Management
Texas
$1.52K – – –
IWP
317
IAG Wealth Partners
Wisconsin
$1.5K – – –
TLCM
318
Twin Lakes Capital Management
California
$1.18K – – –
RTL
319
Red Tortoise LLC
Georgia
$1.16K – – –
HCP
320
Hexagon Capital Partners
Arkansas
$1.09K +$919 +58 New
IBOK
321
Independence Bank of Kentucky
Kentucky
$937 +$793 +50 New
JWA
322
JFS Wealth Advisors
Pennsylvania
$844 – – –
HWA
323
Heritage Wealth Advisors
Virginia
$843 – – –
AF
324
Advisornet Financial
Minnesota
$637 – – –
GEA
325
Glen Eagle Advisors
New Jersey
$562 – – –
11 12
13
14 15

MBC Hedge Fund Activity: Q1 2024 in Review

341 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in MasterBrand (MBC) for Q1 2024, worth a combined $2.19B — up 29% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new MBC positions and 45 closed out — a net gain of 2 holders — while 82 added to existing stakes and 113 trimmed.

The largest buyer was Pacer Advisors, opening a new position worth an estimated $109M. The largest seller was Morgan Stanley, cutting an estimated $68.5M.

  • 341 institutional investors held MasterBrand (MBC) as of Q1 2024, unchanged from Q4 2023.
  • Funds reported $2.19B of MasterBrand stock for Q1 2024, up 29% quarter-over-quarter.
  • 47 funds opened new MasterBrand positions in Q1 2024 and 45 closed out, a net change of +2 holders.
  • The largest MasterBrand buyer in Q1 2024 was Pacer Advisors, an estimated $109M added.
  • The largest MasterBrand seller in Q1 2024 was Morgan Stanley, an estimated $68.5M sold.

Based on aggregated 13F filings for Q1 2024.