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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
Carson Wealth (CWM LLC)
276
Carson Wealth (CWM LLC)
Nebraska
$46K -$2.75K -29 -7%
FMP
277
Financial Management Professionals
Texas
$44K – – –
PA
278
Parallel Advisors
California
$36.9K -$2.37K -25 -7%
HCM
279
Hollencrest Capital Management
California
$36.5K – – –
BTI
280
Blue Trust Inc
Georgia
$36K +$20.6K +217 +110%
SNB
281
Security National Bank
Nebraska
$35.9K +$31.1K +328 New
KBC Group
282
KBC Group
Belgium
$29K -$23.4K -247 -48%
UFF
283
USA Financial Formulas
Michigan
$26.2K +$22.7K +239 New
MSWM
284
McGlone Suttner Wealth Management
Wisconsin
$25.6K +$22.2K +234 New
Ohio Public Employees Retirement System (OPERS)
285
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.2K – – –
NCM
286
Northwest Capital Management
Oregon
$25K – – –
S
287
SignatureFD
Georgia
$19.2K -$665 -7 -4%
MCM
288
MV Capital Management
Maryland
$18.1K – – –
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$16.8K -$854 -9 -6%
ST
290
Smithfield Trust
Pennsylvania
$13K – – –
CJ
291
Caitlin John
Michigan
$12.1K +$10.4K +110 New
SIS
292
Strategic Investment Solutions
Illinois
$11.3K -$1.07M -11,300 -99%
AF
293
Arrow Financial
New York
$11K – – –
BIA
294
Bell Investment Advisors
California
$10.7K +$1.04K +11 +13%
EWA
295
EverSource Wealth Advisors
Alabama
$10.7K +$1.52K +16 +20%
RFG
296
RFP Financial Group
Georgia
$10.3K – – –
LSA
297
Leonteq Securities AG
Switzerland
$9.54K +$8.26K +87 New
BCMLT
298
Beacon Capital Management LLC (Tennessee)
Tennessee
$8.87K – – –
RCM
299
Raleigh Capital Management
North Carolina
$8.45K +$570 +6 +8%
AF
300
Allworth Financial
California
$8.22K +$2.85K +30 +67%
10 11
12
13 14

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.