MasterBrand
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.
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
Top Buyers
| 1 |
Pacer Advisors
Malvern,
Pennsylvania
|
+$109M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$17.7M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$14.8M |
| 4 |
Goldman Sachs
New York
|
+$14.2M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.74M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$68.5M |
| 2 |
DSA
Davis Selected Advisers
Tucson,
Arizona
|
-$18.1M |
| 3 |
D.E. Shaw & Co
New York
|
-$16.3M |
| 4 |
GAM
Goldentree Asset Management
New York
|
-$13.9M |
| 5 |
GC
Giverny Capital
Montreal,
Quebec, Canada
|
-$13.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FUBT
376
First United Bank & Trust
Oakland,
Maryland
| – | -$3.71K | -250 | Closed |
|
377
AssetMark Inc
Concord,
California
| – | -$1.49K | -100 | Closed |
|
|
PS
378
Planned Solutions
Folsom,
California
| – | -$1.26K | -85 | Closed |
|
|
SC
379
SouthState Corp
Winter Haven,
Florida
| – | -$1.25K | -84 | Closed |
|
|
TC
380
Truvestments Capital
Sarasota,
Florida
| – | -$594 | -40 | Closed |
|
|
JFA
381
JNBA Financial Advisors
Bloomington,
Minnesota
| – | -$372 | -25 | Closed |
|
|
GWS
382
Glassman Wealth Services
Vienna,
Virginia
| – | -$208 | -14 | Closed |
|
|
PP
383
PFS Partners
Mine Hill,
New Jersey
| – | -$149 | -10 | Closed |
|
384
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$45 | -3 | Closed |
|
|
CJ
385
Caitlin John
Brighton,
Michigan
| – | -$15 | -1 | Closed |
|
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.