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Matsons

186 hedge funds and large institutions have $1.18B invested in Matsons in 2016 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 87 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

426% more call options, than puts

Call options by funds: $442K | Put options by funds: $84K

1.66% more ownership

Funds ownership: 83.27%84.93% (+1.7%)

12% less funds holding

Funds holding: 212186 (-26)

18% less capital invested

Capital invested by funds: $1.44B → $1.18B (-$257M)

41% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 87

56% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 43

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
186
Holders Change
-26
Holders Change %
-12.26%
% of All Funds
4.96%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
51
Reduced
87
Closed
43
Calls
$442K
Puts
$84K
Net Calls
+$358K
Net Calls Change
-$303K
Name Holding Trade Value Shares
Change
Change in
Stake
NFA
76
Nationwide Fund Advisors
Ohio
$1.12M -$6.95K -201 -0.6%
State of Tennessee, Department of Treasury
77
State of Tennessee, Department of Treasury
Tennessee
$1.11M
EA
78
Emerald Acquisition
Washington
$1.1M +$1.17M +33,961 New
TPSF
79
Texas Permanent School Fund
Texas
$1.07M -$58.8K -1,699 -5%
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$1.06M -$207K -5,970 -15%
AIG
81
American International Group
New York
$1.04M -$21K -608 -2%
Two Sigma Investments
82
Two Sigma Investments
New York
$1M +$617K +17,832 +135%
Public Sector Pension Investment Board (PSP Investments)
83
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$991K
RP
84
Reinhart Partners
Wisconsin
$975K -$49.5K -1,430 -5%
MLICM
85
Metropolitan Life Insurance Company (MetLife)
New York
$972K
Manulife (Manufacturers Life Insurance)
86
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$972K +$50.2K +1,452 +5%
Nisa Investment Advisors
87
Nisa Investment Advisors
Missouri
$966K
Fifth Third Bancorp
88
Fifth Third Bancorp
Ohio
$956K -$115K -3,336 -10%
O
89
OppenheimerFunds
New York
$904K +$217K +6,266 +29%
Citigroup
90
Citigroup
New York
$858K -$618K -17,861 -40%
QI
91
QS Investors
New York
$858K
RA
92
Royce & Associates
New York
$807K +$865K +25,000 New
First Trust Advisors
93
First Trust Advisors
Illinois
$804K -$530K -15,320 -38%
BEAM
94
Baker Ellis Asset Management
Washington
$776K -$1.73K -50 -0.2%
ASRS
95
Arizona State Retirement System
Arizona
$726K +$6.92K +200 +0.9%
HW
96
Hancock Whitney
Mississippi
$680K +$29.4K +849 +4%
Thrivent Financial for Lutherans
97
Thrivent Financial for Lutherans
Minnesota
$673K +$28K +810 +4%
AI
98
Analytic Investors
California
$671K -$1.5M -43,455 -68%
DCM
99
Dupont Capital Management
Delaware
$639K -$1.06M -30,506 -61%
Swiss National Bank
100
Swiss National Bank
Switzerland
$630K

MATX Hedge Fund Activity: Q2 2016 in Review

186 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Matsons (MATX) for Q2 2016, worth a combined $1.18B — down 18% from $1.44B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of MATX and 19 opened new positions — a net loss of 24 holders — while 87 trimmed existing stakes and 51 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $31M. The largest seller was Allianz Asset Management, cutting an estimated $28.4M.

  • 186 institutional investors held Matsons (MATX) as of Q2 2016, down from 212 in Q1 2016.
  • Funds reported $1.18B of Matsons stock for Q2 2016, down 18% quarter-over-quarter.
  • 19 funds opened new Matsons positions in Q2 2016 and 43 closed out, a net change of -24 holders.
  • The largest Matsons buyer in Q2 2016 was Hotchkis & Wiley Capital Management, an estimated $31M added.
  • The largest Matsons seller in Q2 2016 was Allianz Asset Management, an estimated $28.4M sold.

Based on aggregated 13F filings for Q2 2016.