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Portillo's
PTLO

Overview Fund Activity

177 hedge funds and large institutions have $742M invested in Portillo's in 2024 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 69 increasing their positions, 39 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-1
Holders Change %
-0.56%
% of All Funds
2.56%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
27
Increased
69
Reduced
39
Closed
25
Calls
$14.1M
Puts
$15.4M
Net Calls
-$1.28M
Net Calls Change
+$2.47M

Top Buyers

1
EC
Engaged Capital
California
$82.4M
2
Millennium Management
Millennium Management
New York
$20.5M
3
HCM
Hodges Capital Management
Texas
$12.3M
4
UBS Group
UBS Group
Switzerland
$12.7M
5
ZIG
Zuckerman Investment Group
Illinois
$24.5M

Top Sellers

1
BP
Berkshire Partners
Massachusetts
$50.6M
2
VC
Voss Capital
Texas
$0
3
Citadel Advisors
Citadel Advisors
Florida
$15M
4
Squarepoint
Squarepoint
New York
$2.25M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Comerica Bank
126
Comerica Bank
Texas
$26.7K +$14.4K +1,066 +117%
TFGT
127
TS Financial Group (TSFG)
Illinois
$26K -$1.99K -150 -7%
NSIM
128
North Star Investment Management
Illinois
$19.9K – – –
AB
129
Amalgamated Bank
New York
$19K – – –
TC
130
Truvestments Capital
Florida
$18K +$18K +1,335 New
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$16.8K +$6.02K +447 +56%
CFD
132
Creative Financial Designs
Indiana
$15.5K – – –
TFA
133
Toth Financial Advisory
Virginia
$13.5K – – –
SWC
134
Spectrum Wealth Counsel
Indiana
$13.5K – – –
NB
135
NBT Bank
New York
$13.5K – – –
OIA
136
Optimum Investment Advisors
Illinois
$13.5K – – –
AF
137
Allworth Financial
California
$13.5K – – –
OC
138
Oarsman Capital
Wisconsin
$13.5K +$13.5K +1,000 New
US Bancorp
139
US Bancorp
Minnesota
$13.1K +$13.1K +975 New
IA
140
IFP Advisors
Florida
$12.7K +$3.37K +250 +36%
CTB
141
Country Trust Bank
Illinois
$10.4K – – –
WPA
142
West Paces Advisors
Georgia
$8.08K – – –
SIS
143
Sound Income Strategies
Florida
$6.74K – – –
CFFP
144
Center for Financial Planning
Michigan
$5.15K – – –
OSNBOA
145
Old Second National Bank of Aurora
Illinois
$4.26K – – –
PS
146
Principal Securities
Iowa
$4.08K -$1.89K -140 -32%
BCWM
147
Bartlett & Co Wealth Management
Ohio
$4.04K – – –
SPIA
148
Steward Partners Investment Advisory
New York
$3.85K – – –
WTA
149
Washington Trust Advisors
Massachusetts
$3.41K – – –
SIM
150
Studio Investment Management
Illinois
$3.37K – – –
4 5
6
7 8