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Matsons
MATX

387 hedge funds and large institutions have $3.98B invested in Matsons in 2024 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 142 increasing their positions, 119 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 29

46% more call options, than puts

Call options by funds: $6.37M | Put options by funds: $4.36M

19% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 119

9% more funds holding

Funds holding: 356 → 387 (+31)

6% more capital invested

Capital invested by funds: $3.75B → $3.98B (+$227M)

0.63% less ownership

Funds ownership: 83.9% → 83.27% (-0.63%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

Holders
387
Holders Change
+31
Holders Change %
+8.71%
% of All Funds
5.56%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.04%
New
61
Increased
142
Reduced
119
Closed
29
Calls
$6.37M
Puts
$4.36M
Net Calls
+$2.01M
Net Calls Change
-$205K

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$126M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$26.2M
3
Boston Partners
Boston Partners
Massachusetts
+$22.9M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$20.2M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$14.8M

Top Sellers

1
ACH
ArrowMark Colorado Holdings
Colorado
-$83.2M
2
ECA
Encompass Capital Advisors
New York
-$46.7M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$39.4M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$28.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$28.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
MTC
326
Matrix Trust Company
Colorado
$26K +$921 +7 +4%
S
327
SignatureFD
Georgia
$25.7K +$658 +5 +3%
UFF
328
USA Financial Formulas
Michigan
$23.8K -$1.97K -15 -8%
MCM
329
MV Capital Management
Maryland
$23.5K – – –
Jones Financial Companies
330
Jones Financial Companies
Missouri
$21.8K +$19.6K +149 +2,980%
BWP
331
Baldwin Wealth Partners
Massachusetts
$19K +$17.5K +133 New
Bessemer Group
332
Bessemer Group
New Jersey
$18K +$6.58K +50 +65%
ST
333
Smithfield Trust
Pennsylvania
$16K – – –
CPBTD
334
Central Pacific Bank - Trust Division
Hawaii
$15.7K – – –
EWA
335
EverSource Wealth Advisors
Alabama
$15.4K +$789 +6 +6%
AF
336
Arrow Financial
New York
$14.3K – – –
BCMLT
337
Beacon Capital Management LLC (Tennessee)
Tennessee
$14.3K – – –
Northwestern Mutual Wealth Management
338
Northwestern Mutual Wealth Management
Wisconsin
$14.3K +$13.2K +100 New
LI
339
LRI Investments
Florida
$13.8K -$5.26K -40 -32%
BIA
340
Bell Investment Advisors
California
$13.5K -$395 -3 -3%
AF
341
Allworth Financial
California
$13K +$526 +4 +5%
UB
342
UMB Bank
Missouri
$12.6K +$6.58K +50 +132%
WAM
343
WFA Asset Management
Wisconsin
$10.3K – – –
CPA
344
Capital Performance Advisors
California
$9.84K +$9.08K +69 New
CA
345
Clearstead Advisors
Ohio
$8.99K – – –
MPWT
346
MassMutual Private Wealth & Trust
Connecticut
$8.84K – – –
BBHC
347
Brown Brothers Harriman & Co
New York
$8.41K +$7.76K +59 New
AFG
348
Albion Financial Group
Utah
$7.84K – – –
HCP
349
Hexagon Capital Partners
Arkansas
$7.7K -$132 -1 -2%
SIS
350
Strategic Investment Solutions
Illinois
$7.52K -$6.58K -50 -49%
12 13
14
15 16

MATX Hedge Fund Activity: Q3 2024 in Review

387 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Matsons (MATX) for Q3 2024, worth a combined $3.98B — up 6.1% from $3.75B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new MATX positions and 29 closed out — a net gain of 32 holders — while 142 added to existing stakes and 119 trimmed.

The largest buyer was Pacer Advisors, adding an estimated $126M. The largest seller was ArrowMark Colorado Holdings, cutting an estimated $83.2M.

  • 387 institutional investors held Matsons (MATX) as of Q3 2024, up from 356 in Q2 2024.
  • Funds reported $3.98B of Matsons stock for Q3 2024, up 6.1% quarter-over-quarter.
  • 61 funds opened new Matsons positions in Q3 2024 and 29 closed out, a net change of +32 holders.
  • The largest Matsons buyer in Q3 2024 was Pacer Advisors, an estimated $126M added.
  • The largest Matsons seller in Q3 2024 was ArrowMark Colorado Holdings, an estimated $83.2M sold.

Based on aggregated 13F filings for Q3 2024.