Portillo's
PTLO
PTLO
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
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less funds holding
Funds holding: →
35% less capital invested
Capital invested by funds: $1.02B → $666M (-$353M)
35% less call options, than puts
Call options by funds: $5M | Put options by funds: $7.75M
37% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 30
Holders
172
Holding in Top 10
1
Calls
$5M
Puts
$7.75M
Top Buyers
| 1 | +$8.16M | |
| 2 | +$5.85M | |
| 3 | +$5.47M | |
| 4 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
+$4.82M |
| 5 |
BlackRock
New York
|
+$3.81M |
Top Sellers
| 1 | -$15M | |
| 2 | -$14.9M | |
| 3 | -$13.3M | |
| 4 |
DCM
Driehaus Capital Management
Chicago,
Illinois
|
-$7.22M |
| 5 |
Norges Bank
Oslo,
Norway
|
-$7.15M |