PTLO icon

Portillo's

182 hedge funds and large institutions have $721M invested in Portillo's in 2023 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 59 increasing their positions, 52 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
182
Holders Change
+10
Holders Change %
+5.81%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
32
Increased
59
Reduced
52
Closed
21
Calls
$6.93M
Puts
$7.26M
Net Calls
-$332K
Net Calls Change
+$2.42M
Name Holding Trade Value Shares
Change
Shares
Change %
AssetMark Inc
126
AssetMark Inc
California
$51.3K +$11.4K +717 +29%
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
$43.3K
PFBT
128
Parkside Financial Bank & Trust
Missouri
$42K
HI
129
Harbour Investments
Wisconsin
$41.8K +$31.6K +1,985 +310%
SS
130
Sunbelt Securities
Texas
$40.6K
TFGT
131
TS Financial Group (TSFG)
Illinois
$40K -$3.81K -239 -9%
GWM
132
Geneos Wealth Management
Colorado
$39.4K +$398 +25 +1%
NS
133
NBC Securities
Alabama
$36K
NSIM
134
North Star Investment Management
Illinois
$30.9K
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$23K
TC
136
Truvestments Capital
Florida
$21.3K
Comerica Bank
137
Comerica Bank
Texas
$19.3K -$9.56K -600 -33%
ASN
138
Advisory Services Network
Georgia
$18K +$18K +1,130 New
BFEC
139
Benjamin F. Edwards & Company
Missouri
$18K +$9.95K +618 +124%
PS
140
Principal Securities
Iowa
$17.2K +$17.2K +1,082 New
AF
141
Allworth Financial
California
$15.9K -$1.35K -85 -8%
HCM
142
Hollencrest Capital Management
California
$15.9K
OIA
143
Optimum Investment Advisors
Illinois
$15.9K
AF
144
Advisornet Financial
Minnesota
$15.9K
SWC
145
Spectrum Wealth Counsel
Indiana
$15.9K +$15.9K +1,000 New
NB
146
NBT Bank
New York
$15.9K +$15.9K +1,000 New
Fidelity Investments
147
Fidelity Investments
Massachusetts
$13.2K +$6.77K +425 +105%
CTB
148
Country Trust Bank
Illinois
$12.3K
LFG
149
Larson Financial Group
Missouri
$11.2K +$11.2K +704 New
IA
150
IFP Advisors
Florida
$11K