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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
AWM
326
Abound Wealth Management
Tennessee
$312 +$269 +21 New
BGAI
327
Bruce G. Allen Investments
Colorado
$312 +$269 +21 New
SIC
328
SJS Investment Consulting
Ohio
$297
PWMG
329
Prestige Wealth Management Group
New Jersey
$268
LC
330
Lindbrook Capital
California
$238 -$192 -15 -48%
GWS
331
Glassman Wealth Services
Virginia
$208
PCMC
332
Planning Capital Management Corporation
Pennsylvania
$164 +$141 +11 New
GFPC
333
Global Financial Private Client
Florida
$149
GBT
334
Grove Bank & Trust
Florida
$149
PP
335
PFS Partners
New Jersey
$149
DPW
336
DiNuzzo Private Wealth
Pennsylvania
$149 +$128 +10 New
WPA
337
West Paces Advisors
Georgia
$134
SWM
338
Sugarloaf Wealth Management
Georgia
$119
Kayne Anderson Rudnick Investment Management
339
Kayne Anderson Rudnick Investment Management
California
$45
CJ
340
Caitlin John
Michigan
$15 +$13 +1 New
Schroder Investment Management Group
341
Schroder Investment Management Group
United Kingdom
-$11.7M -961,581 Closed
Federated Hermes
342
Federated Hermes
Pennsylvania
-$7.07M -581,819 Closed
TP
343
Thunderbird Partners
United Kingdom
-$6.35M -522,547 Closed
Walleye Capital
344
Walleye Capital
New York
-$1.81M -149,100 Closed
OQS
345
Occudo Quantitative Strategies
Florida
-$1.21M -99,715 Closed
EI
346
EAM Investors
California
-$1.16M -95,404 Closed
NEI
347
Northwest & Ethical Investments
Ontario, Canada
-$860K -70,784 Closed
SEI Investments
348
SEI Investments
Pennsylvania
-$387K -31,850 Closed
GCM
349
Graham Capital Management
Connecticut
-$292K -24,013 Closed
CL
350
CSS LLC
Illinois
-$250K -20,615 Closed