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MasterBrand

352 hedge funds and large institutions have $2.13B invested in MasterBrand in 2024 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 105 increasing their positions, 98 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
352
Holders Change
Holders Change %
0%
% of All Funds
5.09%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
43
Increased
105
Reduced
98
Closed
41
Calls
$445K
Puts
$161K
Net Calls
+$284K
Net Calls Change
+$272K
Name Holding Trade Value Shares
Change
Shares
Change %
FHA
326
First Horizon Advisors
Tennessee
$1.09K
AssetMark Inc
327
AssetMark Inc
California
$1.06K
IBOK
328
Independence Bank of Kentucky
Kentucky
$927
CPA
329
Capital Performance Advisors
California
$908 +$908 +49 New
JWA
330
JFS Wealth Advisors
Pennsylvania
$872 +$37 +2 +4%
LC
331
Lindbrook Capital
California
$871 +$574 +31 +194%
FCAS
332
First Command Advisory Services
Texas
$871 +$871 +47 New
HWA
333
Heritage Wealth Advisors
Virginia
$834
S
334
Sachetta
Massachusetts
$816
LFG
335
Larson Financial Group
Missouri
$760
PTC
336
Private Trust Company
Ohio
$723
CAM
337
Creekmur Asset Management
Illinois
$686
MCM
338
Manchester Capital Management
Vermont
$649 +$389 +21 +150%
WSFS
339
Wilmington Savings Fund Society
Delaware
$575 +$575 +31 New
GEA
340
Glen Eagle Advisors
New Jersey
$556
YAL
341
Your Advocates Ltd
Texas
$538
SIC
342
SJS Investment Consulting
Ohio
$464
TCA
343
Trifecta Capital Advisors
Illinois
$427
DPW
344
DiNuzzo Private Wealth
Pennsylvania
$353
PK
345
Pflug Koory
Nebraska
$278 +$278 +15 New
MFG
346
Mendota Financial Group
Wisconsin
$242 +$242 +13 New
AWM
347
Abound Wealth Management
Tennessee
$223 -$167 -9 -43%
GFPC
348
Global Financial Private Client
Florida
$185
WPA
349
West Paces Advisors
Georgia
$167
CA
350
Claris Advisors
Missouri
$111 +$111 +6 New