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Turning Point Brands
TPB

Overview Fund Activity

200 hedge funds and large institutions have $888M invested in Turning Point Brands in 2024 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 68 increasing their positions, 59 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
200
Holders Change
+36
Holders Change %
+21.95%
% of All Funds
2.66%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
47
Increased
68
Reduced
59
Closed
11
Calls
$15.2M
Puts
$2.09M
Net Calls
+$13.1M
Net Calls Change
+$13.2M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$29M
2
FSCM
First Sabrepoint Capital Management
Texas
$16.8M
3
NRCM
Northern Right Capital Management
Connecticut
$8.07M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$19.1M
5
Invesco
Invesco
Georgia
$5.85M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$61.5M
2
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$5.39M
3
PWAM
Park West Asset Management
California
$0
4
Millennium Management
Millennium Management
New York
$13.3M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$38.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
176
Huntington National Bank
Ohio
$9.14K +$300 +5 +3%
NA
177
NewEdge Advisors
Louisiana
$7.16K -$15.6K -260 -69%
GG
178
Gleason Group
Kentucky
$6.98K – – –
SCM
179
Sterling Capital Management
North Carolina
$5.89K +$4.51K +75 +326%
FFA
180
Farther Finance Advisors
California
$5.05K – – –
AWM
181
Accredited Wealth Management
Kentucky
$4.51K +$4.51K +75 New
GI
182
GAMMA Investing
California
$4.33K +$2.7K +45 +167%
EWA
183
EverSource Wealth Advisors
Alabama
$4.15K +$4.15K +69 New
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$3.55K – – –
US Bancorp
185
US Bancorp
Minnesota
$3.19K – – –
BIG
186
Brooklyn Investment Group
New York
$2.4K +$2.4K +40 New
ACM
187
Aster Capital Management
United Arab Emirates
$2.28K +$2.28K +38 New
CIBC Private Wealth Group
188
CIBC Private Wealth Group
Georgia
$2.26K +$2.26K +40 New
WA
189
Whipplewood Advisors
Colorado
$1.32K +$1.32K +22 New
SAM
190
Smartleaf Asset Management
Massachusetts
$1.32K – – –
Bessemer Group
191
Bessemer Group
New Jersey
$1K – – –
CAL
192
Capital Advisors Ltd
Ohio
$1K – – –
RIL
193
Rothschild Investment LLC
Illinois
$902 +$601 +10 +200%
MPWT
194
MassMutual Private Wealth & Trust
Connecticut
$601 – – –
TWD
195
True Wealth Design
Ohio
$481 +$241 +4 +100%
IA
196
IFP Advisors
Florida
$240 +$240 +4 New
HCP
197
Hexagon Capital Partners
Arkansas
$240 +$240 +4 New
FFO
198
Fortitude Family Office
Arizona
$120 +$120 +2 New
VWM
199
Vermillion Wealth Management
Minnesota
$62 +$62 +1 New
SS
200
SBI Securities
Japan
$60 +$60 +1 New
5 6 7
8
9