We are live on ! Find out more
MATX icon

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
251
Cynosure Group
Utah
$296K -$72.4K -497 -18%
CIP
252
Cornerstone Investment Partners
Georgia
$296K +$146 +1 +0%
KeyBank National Association
253
KeyBank National Association
Ohio
$289K
SFA
254
Sequoia Financial Advisors
Ohio
$285K -$7.13K -49 -2%
HWM
255
Hohimer Wealth Management
Washington
$281K +$19.5K +134 +7%
RCM
256
Regency Capital Management
Hawaii
$276K -$124K -850 -29%
CC
257
Corton Capital
Ontario, Canada
$274K +$296K +2,030 New
QC
258
Quantessence Capital
New York
$272K +$294K +2,017 New
CWM
259
Campbell Wealth Management
Virginia
$269K +$291K +1,996 New
RF
260
RHS Financial
California
$267K +$288K +1,978 New
NAAA
261
New Age Alpha Advisors
New York
$261K +$282K +1,939 New
RA
262
Royce & Associates
New York
$260K -$417K -2,867 -60%
LBC
263
Leigh Baldwin & Co
New York
$259K +$279K +1,919 New
OWA
264
One Wealth Advisors
California
$258K +$278K +1,912 New
FT
265
Fiduciary Trust
Massachusetts
$256K
CIBC Asset Management
266
CIBC Asset Management
Ontario, Canada
$253K +$274K +1,880 New
A
267
AlphaQuest
New York
$251K -$1.24M -8,483 -82%
BC
268
Brio Consultants
California
$251K +$271K +1,858 New
HCA
269
Hyperion Capital Advisors
New York
$248K
RPGK
270
Retirement Planning Group (Kansas)
Kansas
$247K +$437 +3 +0.2%
Corient Private Wealth
271
Corient Private Wealth
Florida
$247K -$15.7K -108 -6%
PA
272
Profund Advisors
Maryland
$245K +$2.48K +17 +0.9%
Neuberger Berman Group
273
Neuberger Berman Group
New York
$244K +$1.6K +11 +0.6%
PAS
274
Point72 Asia (Singapore)
Singapore
$241K +$260K +1,784 New
JIC
275
Johnson Investment Counsel
Ohio
$238K +$11.1K +76 +4%