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MasterBrand
MBC

352 hedge funds and large institutions have $1.68B invested in MasterBrand in 2024 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 100 increasing their positions, 111 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

3% more funds holding

Funds holding: 341 → 352 (+11)

6% more call options, than puts

Call options by funds: $200K | Put options by funds: $188K

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

10% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 111

1.85% less ownership

Funds ownership: 92.27% → 90.42% (-1.8%)

23% less capital invested

Capital invested by funds: $2.19B → $1.68B (-$508M)

Holders
352
Holders Change
+11
Holders Change %
+3.23%
% of All Funds
5.08%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
44
Increased
100
Reduced
111
Closed
30
Calls
$200K
Puts
$188K
Net Calls
+$12K
Net Calls Change
+$299K

Top Buyers

1
GCM
Gates Capital Management
New York
+$11.8M
2
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
+$11.1M
3
NC
Nixon Capital
Texas
+$8.77M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$8.24M
5
HAI
Hennessy Advisors Inc
California
+$7.57M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$45.2M
2
Goldman Sachs
Goldman Sachs
New York
-$14.3M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$11.6M
4
Morgan Stanley
Morgan Stanley
New York
-$11.5M
5
BlackRock
BlackRock
New York
-$9.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
301
Private Wealth Management Group
New Jersey
$2.6K +$1.44K +87 +97%
NMM
302
Naples Money Management
Florida
$2.57K – – –
AAG
303
Armstrong Advisory Group
Massachusetts
$2.35K – – –
AGWCA
304
Annis Gardner Whiting Capital Advisors
Florida
$2.29K +$828 +50 +47%
AWM
305
AllSquare Wealth Management
New York
$2.27K – – –
MPWT
306
MassMutual Private Wealth & Trust
Connecticut
$2.25K – – –
CT
307
Colonial Trust
South Carolina
$2.2K – – –
Bessemer Group
308
Bessemer Group
New Jersey
$2K +$50 +3 +3%
PMFA
309
Plante Moran Financial Advisors
Michigan
$1.97K – – –
CFO
310
CVA Family Office
Colorado
$1.94K +$530 +32 +32%
CA
311
CoreCap Advisors
Michigan
$1.82K – – –
BWAM
312
Boyd Watterson Asset Management
Ohio
$1.81K – – –
SWA
313
SOA Wealth Advisors
New York
$1.66K – – –
CFGS
314
Concourse Financial Group Securities
Alabama
$1.66K – – –
SL
315
Salomon & Ludwin
Virginia
$1.58K – – –
NSIM
316
North Star Investment Management
Illinois
$1.47K – – –
ATPW
317
Ashton Thomas Private Wealth
Arizona
$1.47K +$1.66K +100 New
FFO
318
Fortitude Family Office
Arizona
$1.32K – – –
IAIM
319
International Assets Investment Management
Florida
$1.32K +$1.49K +90 New
Jones Financial Companies
320
Jones Financial Companies
Missouri
$1.26K +$1.42K +86 New
BBHC
321
Brown Brothers Harriman & Co
New York
$1.22K – – –
VWM
322
Venturi Wealth Management
Texas
$1.19K – – –
IWP
323
IAG Wealth Partners
Wisconsin
$1.17K – – –
CAL
324
Capital Advisors Ltd
Ohio
$1K – – –
TLCM
325
Twin Lakes Capital Management
California
$926 – – –
11 12
13
14 15

MBC Hedge Fund Activity: Q2 2024 in Review

352 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in MasterBrand (MBC) for Q2 2024, worth a combined $1.68B — down 23% from $2.19B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MBC positions and 30 closed out — a net gain of 14 holders — while 100 added to existing stakes and 111 trimmed.

The largest buyer was Gates Capital Management, adding an estimated $11.8M. The largest seller was Wellington Management Group, cutting an estimated $45.2M.

  • 352 institutional investors held MasterBrand (MBC) as of Q2 2024, up from 341 in Q1 2024.
  • Funds reported $1.68B of MasterBrand stock for Q2 2024, down 23% quarter-over-quarter.
  • 44 funds opened new MasterBrand positions in Q2 2024 and 30 closed out, a net change of +14 holders.
  • The largest MasterBrand buyer in Q2 2024 was Gates Capital Management, an estimated $11.8M added.
  • The largest MasterBrand seller in Q2 2024 was Wellington Management Group, an estimated $45.2M sold.

Based on aggregated 13F filings for Q2 2024.