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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
NI
201
NDVR Inc
Massachusetts
$190K -$1.82K -112 -1%
Wealth Enhancement Advisory Services
202
Wealth Enhancement Advisory Services
Minnesota
$188K +$799 +49 +0.5%
MRC
203
Millburn Ridgefield Corp
New York
$180K +$158K +9,720 New
OIA
204
Optimum Investment Advisors
Illinois
$167K +$139K +8,500 +1,700%
TRCT
205
Tower Research Capital (TRC)
New York
$159K -$184K -11,275 -57%
GRP
206
Global Retirement Partners
California
$127K +$489 +30 +0.4%
TCOV
207
Trust Company of Vermont
Vermont
$115K +$1.19K +73 +1%
HNB
208
Huntington National Bank
Ohio
$109K
AP
209
Atwood & Palmer
Missouri
$94.1K
TPCW
210
TD Private Client Wealth
New York
$88.7K +$22.2K +1,364 +40%
KBC Group
211
KBC Group
Belgium
$71K
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$67.1K
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$65.5K +$19.8K +1,216 +52%
Federated Hermes
214
Federated Hermes
Pennsylvania
$62.9K +$55.3K +3,391 New
SOW
215
State of Wyoming
Wyoming
$62K -$7.95K -488 -13%
A
216
AlphaQuest
New York
$60.9K +$13.4K +821 +33%
BTI
217
Blue Trust Inc
Georgia
$59K -$1.21K -74 -2%
BCWM
218
Bartlett & Co Wealth Management
Ohio
$54.2K
BWP
219
Baldwin Wealth Partners
Massachusetts
$53.3K
GI
220
GAMMA Investing
California
$52.2K +$14.5K +890 +46%
CTC
221
Central Trust Company
Missouri
$50.7K
SJIM
222
St. Johns Investment Management
Florida
$46.9K
ST
223
Smithfield Trust
Pennsylvania
$46K
VFA
224
Virtus Fund Advisers
Connecticut
$44.9K
CTA
225
Colonial Trust Advisors
South Carolina
$44.9K

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.