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Portillo's

149 hedge funds and large institutions have $654M invested in Portillo's in 2022 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 53 increasing their positions, 23 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
+22
Holders Change %
+17.32%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
39
Increased
53
Reduced
23
Closed
16
Calls
$13M
Puts
$13.8M
Net Calls
-$778K
Net Calls Change
-$3.31M
Name Holding Trade Value Shares
Change
Shares
Change %
NSIM
101
North Star Investment Management
Illinois
$51K +$788 +40 +2%
PA
102
PSI Advisors
Florida
$42K +$432 +22 +1%
FF
103
FourThought Financial
Florida
$39K
GWM
104
Geneos Wealth Management
Colorado
$38K -$60.9K -3,125 -62%
HI
105
Harbour Investments
Wisconsin
$37K
AIP
106
Ameritas Investment Partners
Nebraska
$35K
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$33.3K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$33K -$2.94K -147 -8%
LS
109
Leelyn Smith
Illinois
$28K
Allspring Global Investments
110
Allspring Global Investments
North Carolina
$27K
TC
111
Truvestments Capital
Florida
$26K +$682 +35 +3%
OSNBOA
112
Old Second National Bank of Aurora
Illinois
$23K
Barclays
113
Barclays
United Kingdom
$20K -$141 -7 -0.7%
OIA
114
Optimum Investment Advisors
Illinois
$20K
SC
115
Steph & Co
Wisconsin
$20K
AF
116
Advisornet Financial
Minnesota
$20K
AssetMark Inc
117
AssetMark Inc
California
$18K +$5.02K +259 +39%
SPIA
118
Steward Partners Investment Advisory
New York
$17K
GI
119
Gradient Investments
Minnesota
$16K
BWL
120
Bogart Wealth LLC
Virginia
$15K
CTB
121
Country Trust Bank
Illinois
$15K
Rockefeller Capital Management
122
Rockefeller Capital Management
New York
$13K -$27.1K -1,458 -68%
SPWG
123
Sage Private Wealth Group
Illinois
$13K +$13K +643 New
BFEC
124
Benjamin F. Edwards & Company
Missouri
$12K
SSB
125
Sandy Spring Bank
Maryland
$12K