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MasterBrand

355 hedge funds and large institutions have $2.14B invested in MasterBrand in 2024 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 105 increasing their positions, 100 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

176% more call options, than puts

Call options by funds: $445K | Put options by funds: $161K

27% more capital invested

Capital invested by funds: $1.68B → $2.14B (+$454M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

13% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 39

5% more repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 100

1% more funds holding

Funds holding: 352355 (+3)

0.29% more ownership

Funds ownership: 90.42%90.71% (+0.29%)

Holders
355
Holders Change
+3
Holders Change %
+0.85%
% of All Funds
5.1%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
44
Increased
105
Reduced
100
Closed
39
Calls
$445K
Puts
$161K
Net Calls
+$284K
Net Calls Change
+$272K
Name Holding Trade Value Shares
Change
Change in
Stake
IWP
326
IAG Wealth Partners
Wisconsin
$1.48K
TLCM
327
Twin Lakes Capital Management
California
$1.17K
RTL
328
Red Tortoise LLC
Georgia
$1.15K
FHA
329
First Horizon Advisors
Tennessee
$1.09K
AssetMark Inc
330
AssetMark Inc
California
$1.06K
IBOK
331
Independence Bank of Kentucky
Kentucky
$927
CPA
332
Capital Performance Advisors
California
$908 +$799 +49 New
JWA
333
JFS Wealth Advisors
Pennsylvania
$872 +$33 +2 +4%
LC
334
Lindbrook Capital
California
$871 +$505 +31 +194%
FCAS
335
First Command Advisory Services
Texas
$871 +$766 +47 New
HWA
336
Heritage Wealth Advisors
Virginia
$834
S
337
Sachetta
Massachusetts
$816
LFG
338
Larson Financial Group
Missouri
$760
PTC
339
Private Trust Company
Ohio
$723
CAM
340
Creekmur Asset Management
Illinois
$686
MCM
341
Manchester Capital Management
Vermont
$649 +$342 +21 +150%
WSFS
342
Wilmington Savings Fund Society
Delaware
$575 +$505 +31 New
GEA
343
Glen Eagle Advisors
New Jersey
$556
YAL
344
Your Advocates Ltd
Texas
$538
SIC
345
SJS Investment Consulting
Ohio
$464
TCA
346
Trifecta Capital Advisors
Illinois
$427
DPW
347
DiNuzzo Private Wealth
Pennsylvania
$353
PK
348
Pflug Koory
Nebraska
$278 +$244 +15 New
MFG
349
Mendota Financial Group
Wisconsin
$242 +$212 +13 New
AWM
350
Abound Wealth Management
Tennessee
$223 -$147 -9 -43%

MBC Hedge Fund Activity: Q3 2024 in Review

355 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in MasterBrand (MBC) for Q3 2024, worth a combined $2.14B — up 27% from $1.68B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new MBC positions and 39 closed out — a net gain of 5 holders — while 105 added to existing stakes and 100 trimmed.

The largest buyer was Boston Partners, opening a new position worth an estimated $46.8M. The largest seller was Wellington Management Group, cutting an estimated $35.5M.

  • 355 institutional investors held MasterBrand (MBC) as of Q3 2024, up from 352 in Q2 2024.
  • Funds reported $2.14B of MasterBrand stock for Q3 2024, up 27% quarter-over-quarter.
  • 44 funds opened new MasterBrand positions in Q3 2024 and 39 closed out, a net change of +5 holders.
  • The largest MasterBrand buyer in Q3 2024 was Boston Partners, an estimated $46.8M added.
  • The largest MasterBrand seller in Q3 2024 was Wellington Management Group, an estimated $35.5M sold.

Based on aggregated 13F filings for Q3 2024.