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Matsons

395 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, 140 increasing their positions, 123 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $4.1M | Put options by funds: $2.59M

25% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 52

14% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 123

2% more funds holding

Funds holding: 387395 (+8)

2.02% more ownership

Funds ownership: 83.27%85.29% (+2%)

4% less capital invested

Capital invested by funds: $3.98B → $3.82B (-$161M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
395
Holders Change
+8
Holders Change %
+2.07%
% of All Funds
5.2%
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
140
Reduced
123
Closed
52
Calls
$4.1M
Puts
$2.59M
Net Calls
+$1.51M
Net Calls Change
-$499K
Name Holding Trade Value Shares
Change
Change in
Stake
SS
376
SBI Securities
Japan
$2.29K +$2.48K +17 New
NWM
377
Nova Wealth Management
Florida
$1.89K +$2.04K +14 New
CFFP
378
Center for Financial Planning
Michigan
$1.75K +$1.89K +13 New
SIC
379
SJS Investment Consulting
Ohio
$1.62K -$291 -2 -14%
DPW
380
DiNuzzo Private Wealth
Pennsylvania
$1.62K
WWP
381
WR Wealth Planners
Missouri
$1.48K +$1.02K +7 +175%
HI
382
Horizon Investments
North Carolina
$1.48K +$1.6K +11 New
PWMG
383
Private Wealth Management Group
New Jersey
$1.35K
GRP
384
Global Retirement Partners
California
$1.08K -$42.8K -294 -97%
CAL
385
Capital Advisors Ltd
Ohio
$1K
VHAM
386
Van Hulzen Asset Management
California
$944 +$1.02K +7 New
LFG
387
Larson Financial Group
Missouri
$809
MCM
388
Manchester Capital Management
Vermont
$675
CFO
389
CVA Family Office
Colorado
$674
BGAI
390
Bruce G. Allen Investments
Colorado
$539 +$146 +1 +33%
GFPC
391
Global Financial Private Client
Florida
$405 +$437 +3 New
AWM
392
Abound Wealth Management
Tennessee
$270 -$291 -2 -50%
PWM
393
Parkworth Wealth Management
California
$270 +$291 +2 New
TFM
394
TFC Financial Management
Massachusetts
$135
Balyasny Asset Management
395
Balyasny Asset Management
Illinois
-$32.3M -226,823 Closed
SPIO
396
Seven Post Investment Office
California
-$13.9M -97,149 Closed
JAM
397
Jupiter Asset Management
United Kingdom
-$11.7M -81,945 Closed
SAM
398
Scopus Asset Management
New York
-$11.4M -80,000 Closed
IAIM
399
International Assets Investment Management
Florida
-$300 -42,786 Closed
TD Asset Management
400
TD Asset Management
Ontario, Canada
-$2.64M -18,600 Closed