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Matsons
MATX

Overview Fund Activity

392 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, 138 increasing their positions, 122 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
392
Holders Change
+9
Holders Change %
+2.35%
% of All Funds
5.22%
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
138
Reduced
122
Closed
51
Calls
$4.1M
Puts
$2.59M
Net Calls
+$1.51M
Net Calls Change
-$499K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$56.2M
2
SAM
2
Silvercrest Asset Management
New York
$20.2M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$89.4M
4
Invesco
4
Invesco
Georgia
$46.7M
5
Nuveen Asset Management
5
Nuveen Asset Management
Illinois
$27.7M

Top Sellers

1
ACH
1
ArrowMark Colorado Holdings
Colorado
$30.8M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$0
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$80.6M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.21M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$282M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
376
SJS Investment Consulting
Ohio
$1.62K -$270 -2 -14%
DPW
377
DiNuzzo Private Wealth
Pennsylvania
$1.62K – – –
WWP
378
WR Wealth Planners
Missouri
$1.48K +$944 +7 +175%
HI
379
Horizon Investments
North Carolina
$1.48K +$1.48K +11 New
PWMG
380
Private Wealth Management Group
New Jersey
$1.35K – – –
GRP
381
Global Retirement Partners
California
$1.08K -$39.7K -294 -97%
CAL
382
Capital Advisors Ltd
Ohio
$1K – – –
VHAM
383
Van Hulzen Asset Management
California
$944 +$944 +7 New
LFG
384
Larson Financial Group
Missouri
$809 – – –
MCM
385
Manchester Capital Management
Vermont
$675 – – –
CFO
386
CVA Family Office
Colorado
$674 – – –
BGAI
387
Bruce G. Allen Investments
Colorado
$539 +$135 +1 +33%
GFPC
388
Global Financial Private Client
Florida
$405 +$405 +3 New
AWM
389
Abound Wealth Management
Tennessee
$270 -$270 -2 -50%
PWM
390
Parkworth Wealth Management
California
$270 +$270 +2 New
TFM
391
TFC Financial Management
Massachusetts
$135 – – –
Balyasny Asset Management
392
Balyasny Asset Management
Illinois
– -$32.3M -226,823 Closed
SPIO
393
Seven Post Investment Office
California
– -$13.9M -97,149 Closed
JAM
394
Jupiter Asset Management
United Kingdom
– -$11.7M -81,945 Closed
SAM
395
Scopus Asset Management
New York
– -$11.4M -80,000 Closed
IAIM
396
International Assets Investment Management
Florida
– -$300 -42,786 Closed
TD Asset Management
397
TD Asset Management
Ontario, Canada
– -$2.64M -18,600 Closed
WAM
398
Weiss Asset Management
Massachusetts
– -$2.33M -16,332 Closed
EP
399
Edgestream Partners
New Jersey
– -$1.75M -12,275 Closed
HCM
400
Hodges Capital Management
Texas
– -$1.43M -10,000 Closed
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16
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