Portillo's
PTLO
PTLO
170 hedge funds and large institutions have $578M invested in Portillo's in 2022 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 55 increasing their positions, 41 reducing their positions, and 19 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
12% less capital invested
Capital invested by funds: $654M → $578M (-$76.1M)
20% less call options, than puts
Call options by funds: $4.61M | Put options by funds: $5.78M
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
170
Holding in Top 10
1
Calls
$4.61M
Puts
$5.78M
Top Buyers
| 1 | +$26.3M | |
| 2 | +$18.4M | |
| 3 | +$10.6M | |
| 4 |
BlackRock
New York
|
+$7.2M |
| 5 |
ZIG
Zuckerman Investment Group
Chicago,
Illinois
|
+$6.64M |
Top Sellers
| 1 | -$34M | |
| 2 | -$26.1M | |
| 3 | -$11.3M | |
| 4 |
Select Equity Group
New York
|
-$7.68M |
| 5 |
Franklin Resources
San Mateo,
California
|
-$2.86M |