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Portillo's

172 hedge funds and large institutions have $666M invested in Portillo's in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 66 increasing their positions, 46 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
-13
Holders Change %
-7.03%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
66
Reduced
46
Closed
30
Calls
$5M
Puts
$7.75M
Net Calls
-$2.75M
Net Calls Change
-$3.88M
Name Holding Trade Value Shares
Change
Shares
Change %
NS
126
NBC Securities
Alabama
$35K +$35K +2,300 New
NSIM
127
North Star Investment Management
Illinois
$29.9K -$4.23K -275 -12%
Comerica Bank
128
Comerica Bank
Texas
$27.9K +$27.9K +1,813 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$22K -$2.95K -195 -12%
TC
130
Truvestments Capital
Florida
$20.5K
AF
131
Allworth Financial
California
$16.7K
TRCT
132
Tower Research Capital (TRC)
New York
$16.5K -$28K -1,821 -63%
AF
133
Advisornet Financial
Minnesota
$15.4K
HCM
134
Hollencrest Capital Management
California
$15.4K
SC
135
Steph & Co
Wisconsin
$15.4K
OIA
136
Optimum Investment Advisors
Illinois
$15.4K
WPA
137
West Paces Advisors
Georgia
$13.9K +$4.62K +300 +50%
GI
138
Gradient Investments
Minnesota
$12.7K
CTB
139
Country Trust Bank
Illinois
$11.9K
IA
140
IFP Advisors
Florida
$10.6K -$292 -19 -3%
HI
141
Harbour Investments
Wisconsin
$9.85K
MPWT
142
MassMutual Private Wealth & Trust
Connecticut
$8K
BFEC
143
Benjamin F. Edwards & Company
Missouri
$8K
SIS
144
Sound Income Strategies
Florida
$7.7K
Fidelity Investments
145
Fidelity Investments
Massachusetts
$6.23K -$139 -9 -2%
Northwestern Mutual Wealth Management
146
Northwestern Mutual Wealth Management
Wisconsin
$5.3K +$4.91K +319 +1,276%
BC
147
Bartlett & Co
Ohio
$5K
US Bancorp
148
US Bancorp
Minnesota
$4.89K -$4.17K -271 -46%
OSNBOA
149
Old Second National Bank of Aurora
Illinois
$4.86K -$1.54K -100 -24%
BCWM
150
Bartlett & Co Wealth Management
Ohio
$4.62K