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Matsons

395 hedge funds and large institutions have $3.82B invested in Matsons in 2024 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 140 increasing their positions, 123 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $4.1M | Put options by funds: $2.59M

25% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 52

14% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 123

2% more funds holding

Funds holding: 387395 (+8)

2.02% more ownership

Funds ownership: 83.27%85.29% (+2%)

4% less capital invested

Capital invested by funds: $3.98B → $3.82B (-$161M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
395
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
5.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
65
Increased
140
Reduced
123
Closed
52
Calls
$4.1M
Puts
$2.59M
Net Calls
+$1.51M
Net Calls Change
-$499K
Name Holding Trade Value Shares
Change
Change in
Stake
CG
226
Caprock Group
Idaho
$379K +$77.3K +531 +23%
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$369K -$131K -901 -25%
Kovitz Investment Group Partners
228
Kovitz Investment Group Partners
Illinois
$365K +$394K +2,709 New
BOTOTLSJU
229
Board of Trustees of The Leland Stanford Junior University
California
$364K
X
230
Xponance
Pennsylvania
$358K +$26.8K +184 +7%
CGH
231
Crossmark Global Holdings
Texas
$355K -$22.6K -155 -6%
Cerity Partners
232
Cerity Partners
New York
$353K -$114K -784 -24%
BF
233
Brucke Financial
Indiana
$352K +$362K +2,485 New
FCIM
234
Fairview Capital Investment Management
California
$345K -$54.6K -375 -13%
SEI Investments
235
SEI Investments
Pennsylvania
$344K +$40.8K +280 +12%
MWPCG
236
Measured Wealth Private Client Group
New Hampshire
$333K -$39.8K -273 -10%
ASRS
237
Arizona State Retirement System
Arizona
$328K -$3.5K -24 -1%
NA
238
Navellier & Associates
Nevada
$324K +$32.6K +224 +10%
VIA
239
Virtus Investment Advisers
Connecticut
$324K
HCMT
240
Highland Capital Management (Tennessee)
Tennessee
$322K +$22K +151 +7%
QCG
241
Quadrant Capital Group
Ohio
$320K +$9.61K +66 +3%
Mitsubishi UFJ Trust & Banking
242
Mitsubishi UFJ Trust & Banking
Japan
$319K -$140K -958 -29%
CW
243
CreativeOne Wealth
Kansas
$315K -$5.83K -40 -2%
MGP
244
Metis Global Partners
California
$311K -$42.7K -293 -11%
EPAM
245
Evelyn Partners Asset Management
$310K +$335K +2,300 New
Daiwa Securities Group
246
Daiwa Securities Group
Japan
$310K +$72.8K +500 +28%
FIM
247
Freedom Investment Management
Connecticut
$306K -$59.7K -410 -15%
CM
248
Capula Management
Cayman Islands
$306K +$330K +2,266 New
VPIM
249
Vanguard Personalized Indexing Management
California
$305K -$29.9K -205 -8%
BPA
250
Beacon Pointe Advisors
California
$303K -$291 -2 -0.1%