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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
HNB
326
Huntington National Bank
Ohio
$1.26K +$1.04K +11 +550%
SIS
327
Sound Income Strategies
Florida
$1.1K – – –
DPW
328
DiNuzzo Private Wealth
Pennsylvania
$1.1K +$949 +10 New
PWMG
329
Private Wealth Management Group
New Jersey
$1.1K +$949 +10 New
CAL
330
Capital Advisors Ltd
Ohio
$1K – – –
AT
331
Arlington Trust
Alabama
$986 +$854 +9 New
SWM
332
Spire Wealth Management
Virginia
$723 – – –
MCM
333
Manchester Capital Management
Vermont
$548 – – –
AWM
334
Abound Wealth Management
Tennessee
$439 – – –
EC
335
EntryPoint Capital
New York
$329 +$285 +3 New
IA
336
IFP Advisors
Florida
$85 -$5.89K -62 -98%
DRZID
337
DePrince Race & Zollo Inc (DRZ)
Florida
– -$20.6M -231,721 Closed
DFCM
338
Dark Forest Capital Management
Puerto Rico
– -$2.2M -24,763 Closed
HSA
339
Hussman Strategic Advisors
Maryland
– -$1.38M -15,500 Closed
JCIA
340
Jackson Creek Investment Advisors
Colorado
– -$1.14M -12,863 Closed
SG Americas Securities
341
SG Americas Securities
New York
– -$1.11M -12,482 Closed
MAM
342
Martingale Asset Management
Massachusetts
– -$826K -9,315 Closed
AFA
343
Abacus FCF Advisors
Florida
– -$729K -8,213 Closed
VI
344
Versor Investments
New York
– -$692K -7,800 Closed
Nomura Holdings
345
Nomura Holdings
Japan
– -$594K -6,694 Closed
Tudor Investment Corp
346
Tudor Investment Corp
Connecticut
– -$571K -6,440 Closed
EF
347
Empirical Finance
Pennsylvania
– -$552K -6,226 Closed
AQR Capital Management
348
AQR Capital Management
Connecticut
– -$509K -5,733 Closed
EGM
349
Engineers Gate Manager
New York
– -$352K -3,965 Closed
TC
350
TwinBeech Capital
New York
– -$325K -3,658 Closed
11 12 13
14
15

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.