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Portillo's
PTLO

Overview Fund Activity

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.

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

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$19.6M
2
Morgan Stanley
2
Morgan Stanley
New York
$17.1M
3
Marshall Wace
3
Marshall Wace
United Kingdom
$17.5M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$8.58M
5
BlackRock
5
BlackRock
New York
$54.6M

Top Sellers

1
Select Equity Group
1
Select Equity Group
New York
$7.95M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$7.31M
4
Two Sigma Advisers
4
Two Sigma Advisers
New York
$0
5
Renaissance Technologies
5
Renaissance Technologies
New York
$1.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
GI
151
Gradient Investments
Minnesota
$9.96K -$3.19K -200 -24%
WPA
152
West Paces Advisors
Georgia
$9.56K -$4.78K -300 -33%
MPWT
153
MassMutual Private Wealth & Trust
Connecticut
$8.28K – – –
SIS
154
Sound Income Strategies
Florida
$7.97K – – –
FFA
155
Frazier Financial Advisors
Ohio
$6.79K +$6.79K +426 New
IGWM
156
ICA Group Wealth Management
Colorado
$6.69K +$6.69K +420 New
PNC Financial Services Group
157
PNC Financial Services Group
Pennsylvania
$6.37K +$1.59K +100 +33%
BC
158
Bartlett & Co
Ohio
$5K – – –
BCWM
159
Bartlett & Co Wealth Management
Ohio
$4.9K – – –
SPIA
160
Steward Partners Investment Advisory
New York
$4.56K – – –
WTA
161
Washington Trust Advisors
Massachusetts
$4.03K – – –
SIM
162
Studio Investment Management
Illinois
$3.98K – – –
DFA
163
DHJJ Financial Advisors
Illinois
$3.9K +$1.59K +100 +69%
PA
164
PSI Advisors
Florida
$3.82K – – –
SIS
165
Strategic Investment Solutions
Illinois
$2.41K -$149K -9,362 -98%
CAM
166
ClariVest Asset Management
California
$1.88K – – –
IWP
167
IAG Wealth Partners
Wisconsin
$1.59K – – –
CFD
168
Creative Financial Designs
Indiana
$1.59K – – –
BAM
169
Bellevue Asset Management
Washington
$1.53K – – –
HB
170
Horizon Bancorp
Indiana
$1K – – –
Bessemer Group
171
Bessemer Group
New Jersey
$1K – – –
PMFA
172
Plante Moran Financial Advisors
Michigan
$797 – – –
MSWM
173
Mowery & Schoenfeld Wealth Management
Illinois
$797 +$797 +50 New
Jones Financial Companies
174
Jones Financial Companies
Missouri
$797 +$797 +50 New
S
175
SignatureFD
Georgia
$653 – – –
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