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Matsons
MATX

Overview Fund Activity

331 hedge funds and large institutions have $3.28B invested in Matsons in 2024 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 99 increasing their positions, 117 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
331
Holders Change
-3
Holders Change %
-0.9%
% of All Funds
4.8%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
43
Increased
99
Reduced
117
Closed
43
Calls
$12.3M
Puts
$10.3M
Net Calls
+$1.92M
Net Calls Change
-$7.13M

Top Buyers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$236M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$448M
3
Allianz Asset Management
3
Allianz Asset Management
Germany
$24.1M
4
JAM
4
Jupiter Asset Management
United Kingdom
$21.2M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$46.7M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.8M
2
BlackRock
2
BlackRock
New York
$634M
3
Millennium Management
3
Millennium Management
New York
$11.9M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$286M
5
BGIM
5
Brandywine Global Investment Management
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
301
Albion Financial Group
Utah
$6.18K – – –
HCP
302
Hexagon Capital Partners
Arkansas
$5.85K -$337 -3 -5%
JWA
303
JFS Wealth Advisors
Pennsylvania
$4.95K – – –
MFT
304
Moisand Fitzgerald Tamayo
Florida
$4.72K – – –
LFA
305
LGT Financial Advisors
Texas
$4.05K – – –
Bessemer Group
306
Bessemer Group
New Jersey
$4K -$224K -1,850 -98%
QL
307
Quarry LP
New York
$3.93K +$3.93K +35 New
W
308
WealthCollab
Washington
$3.6K – – –
Pacer Advisors
309
Pacer Advisors
Pennsylvania
$3.04K -$112 -1 -4%
S
310
Sachetta
Massachusetts
$2.96K – – –
FMII
311
Farmers & Merchants Investments Inc
Nebraska
$2.7K – – –
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$2.59K +$2.59K +23 New
VCM
313
Versant Capital Management
Arizona
$2.14K – – –
CA
314
Continuum Advisory
Idaho
$1.94K +$1.94K +17 New
HNB
315
Huntington National Bank
Ohio
$1.85K +$514 +5 +38%
GRP
316
Global Retirement Partners
California
$1.69K – – –
SIC
317
SJS Investment Consulting
Ohio
$1.57K -$112 -1 -7%
LC
318
Lindbrook Capital
California
$1.57K – – –
UB
319
UMB Bank
Missouri
$1.57K +$1.57K +14 New
PFBT
320
Parkside Financial Bank & Trust
Missouri
$1.35K – – –
SIS
321
Sound Income Strategies
Florida
$1.12K – – –
DPW
322
DiNuzzo Private Wealth
Pennsylvania
$1.12K – – –
PWMG
323
Private Wealth Management Group
New Jersey
$1.12K – – –
CAL
324
Capital Advisors Ltd
Ohio
$1K – – –
ECM
325
Everence Capital Management
Indiana
$724 – – –
11 12
13
14 15