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Matsons
MATX

335 hedge funds and large institutions have $3.24B invested in Matsons in 2023 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 101 increasing their positions, 113 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

407% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $2.22M

110% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 31

24% more capital invested

Capital invested by funds: $2.6B → $3.24B (+$638M)

10% more funds holding

Funds holding: 304 → 335 (+31)

1.52% more ownership

Funds ownership: 83.14% → 84.67% (+1.5%)

11% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 113

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-1)

Holders
335
Holders Change
+31
Holders Change %
+10.2%
% of All Funds
4.88%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
65
Increased
101
Reduced
113
Closed
31
Calls
$11.3M
Puts
$2.22M
Net Calls
+$9.05M
Net Calls Change
+$7.51M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$41.2M
2
Millennium Management
Millennium Management
New York
+$22.9M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$22.1M
4
Ameriprise
Ameriprise
Minnesota
+$20.7M
5
LSV Asset Management
LSV Asset Management
Illinois
+$18.6M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$79.1M
2
ACH
ArrowMark Colorado Holdings
Colorado
-$30.4M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
-$20.6M
4
Goldman Sachs
Goldman Sachs
New York
-$20.4M
5
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$11.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
226
AlphaMark Advisors
Kentucky
$295K -$27.5K -290 -10%
MHI
227
Miller Howard Investments
New York
$290K +$2.94K +31 +1%
VI
228
Vestcor Inc
New Brunswick, Canada
$288K – – –
CGH
229
Crossmark Global Holdings
Texas
$279K -$30K -316 -11%
ASRS
230
Arizona State Retirement System
Arizona
$270K -$8.07K -85 -3%
Capstone Investment Advisors
231
Capstone Investment Advisors
New York
$270K -$470K -4,949 -67%
HW
232
Hancock Whitney
Mississippi
$269K -$475 -5 -0.2%
BHCM
233
Brevan Howard Capital Management
Jersey
$269K +$233K +2,452 New
JF
234
Jump Financial
Illinois
$263K +$228K +2,404 New
PMAM
235
Picton Mahoney Asset Management
Ontario, Canada
$261K +$226K +2,380 New
VF
236
Vest Financial
Virginia
$260K +$225K +2,370 New
CIP
237
Cornerstone Investment Partners
Georgia
$252K – – –
BPA
238
Beacon Pointe Advisors
California
$249K – – –
GAM
239
Gotham Asset Management
New York
$248K -$471K -4,964 -69%
NA
240
Navellier & Associates
Nevada
$244K +$212K +2,230 New
MWPCG
241
Measured Wealth Private Client Group
New Hampshire
$240K +$208K +2,192 New
Zurich Cantonal Bank
242
Zurich Cantonal Bank
Switzerland
$236K +$53.6K +565 +36%
CANY
243
Caxton Associates (New York)
New York
$235K +$204K +2,147 New
PA
244
Profund Advisors
Maryland
$228K +$197K +2,078 New
APA
245
Astoria Portfolio Advisors
New York
$225K +$187K +1,975 New
WSCM
246
Wellington Shields Capital Management
New York
$219K +$190K +2,000 New
MLICM
247
Metropolitan Life Insurance Company (MetLife)
New York
$215K -$8.73K -92 -4%
QCG
248
Quadrant Capital Group
Ohio
$213K +$32.6K +343 +21%
MC
249
Maverick Capital
Texas
$210K +$182K +1,919 New
FT
250
Fiduciary Trust
Massachusetts
$208K +$180K +1,900 New
8 9
10
11 12

MATX Hedge Fund Activity: Q4 2023 in Review

335 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Matsons (MATX) for Q4 2023, worth a combined $3.24B — up 24% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new MATX positions and 31 closed out — a net gain of 34 holders — while 101 added to existing stakes and 113 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $41.2M. The largest seller was Pacer Advisors, cutting an estimated $79.1M.

  • 335 institutional investors held Matsons (MATX) as of Q4 2023, up from 304 in Q3 2023.
  • Funds reported $3.24B of Matsons stock for Q4 2023, up 24% quarter-over-quarter.
  • 65 funds opened new Matsons positions in Q4 2023 and 31 closed out, a net change of +34 holders.
  • The largest Matsons buyer in Q4 2023 was Morgan Stanley, an estimated $41.2M added.
  • The largest Matsons seller in Q4 2023 was Pacer Advisors, an estimated $79.1M sold.

Based on aggregated 13F filings for Q4 2023.