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Portillo's

178 hedge funds and large institutions have $497M invested in Portillo's in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 71 increasing their positions, 42 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-17
Holders Change %
-8.72%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
34
Increased
71
Reduced
42
Closed
50
Calls
$6.24M
Puts
$10M
Net Calls
-$3.76M
Net Calls Change
-$9.01M
Name Holding Trade Value Shares
Change
Shares
Change %
TFGT
126
TS Financial Group (TSFG)
Illinois
$21K +$1.49K +150 +8%
HCM
127
Hollencrest Capital Management
California
$19.4K +$9.72K +1,000 +100%
Jones Financial Companies
128
Jones Financial Companies
Missouri
$19K +$19K +1,950 New
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$17K -$9.86K -1,001 -37%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$15.7K -$11.5M -1,181,310 -100%
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$14.6K +$14.6K +1,500 New
NSIM
132
North Star Investment Management
Illinois
$14.4K -$7.29K -750 -34%
AB
133
Amalgamated Bank
New York
$14K
NA
134
NewEdge Advisors
Louisiana
$12.6K -$247K -25,454 -95%
HNB
135
Huntington National Bank
Ohio
$12.4K +$12.4K +1,280 New
CFD
136
Creative Financial Designs
Indiana
$11.2K +$8.64K +889 +335%
AF
137
Allworth Financial
California
$9.75K
TFA
138
Toth Financial Advisory
Virginia
$9.73K +$4.87K +501 +100%
SWC
139
Spectrum Wealth Counsel
Indiana
$9.72K
OIA
140
Optimum Investment Advisors
Illinois
$9.72K
NB
141
NBT Bank
New York
$9.59K
Comerica Bank
142
Comerica Bank
Texas
$8.88K -$2.92K -300 -25%
ATPW
143
Ashton Thomas Private Wealth
Arizona
$8.57K +$8.57K +882 New
PNC Financial Services Group
144
PNC Financial Services Group
Pennsylvania
$7.78K
CTB
145
Country Trust Bank
Illinois
$7.48K
EC
146
EntryPoint Capital
New York
$7.29K +$7.29K +750 New
IA
147
IFP Advisors
Florida
$6.71K -$97 -10 -1%
WPA
148
West Paces Advisors
Georgia
$5.83K
MPWT
149
MassMutual Private Wealth & Trust
Connecticut
$5.27K +$214 +22 +4%
SIS
150
Sound Income Strategies
Florida
$4.86K