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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
WT
201
Whittier Trust
California
$46.2K +$20.2K +1,578 +103%
BC
202
Bartlett & Co
Ohio
$46K
BCWM
203
Bartlett & Co Wealth Management
Ohio
$46K
RFA
204
Resurgent Financial Advisors
Georgia
$44.5K
Nomura Asset Management
205
Nomura Asset Management
Japan
$43.1K
CTC
206
Central Trust Company
Missouri
$42.1K
Point72 Asset Management
207
Point72 Asset Management
Connecticut
$41.6K -$19.2K -1,500 -35%
NA
208
NewEdge Advisors
Louisiana
$40.6K -$3.18K -248 -8%
PK
209
Pflug Koory
Nebraska
$39K -$1.03K -80 -3%
SJIM
210
St. Johns Investment Management
Florida
$37.6K
ST
211
Smithfield Trust
Pennsylvania
$37K
TPCW
212
TD Private Client Wealth
New York
$36.4K +$30.4K +2,373 +3,164%
CTA
213
Colonial Trust Advisors
South Carolina
$36K
SIC
214
Salem Investment Counselors
North Carolina
$35.8K
QC
215
Quent Capital
New York
$35.1K +$282 +22 +0.9%
VFA
216
Virtus Fund Advisers
Connecticut
$31.8K
FHA
217
First Horizon Advisors
Tennessee
$30.6K
HPC
218
HM Payson & Co
Maine
$28.5K -$13.5K -1,056 -35%
QCG
219
Quadrant Capital Group
Ohio
$23.8K -$154 -12 -0.7%
SCA
220
Stuart Chaussee & Associates
California
$22.3K
PS
221
Principal Securities
Iowa
$22.1K +$19.1K +1,491 New
EBA
222
Eagle Bay Advisors
New York
$21.7K -$9.78K -763 -34%
BONH
223
Bank of New Hampshire
New Hampshire
$21.5K -$513 -40 -3%
SPIA
224
Steward Partners Investment Advisory
New York
$21.2K +$218 +17 +1%
GI
225
GAMMA Investing
California
$20.5K +$18.7K +1,460 New