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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
MIM
101
MetLife Investment Management
New Jersey
$1.98M -$73.1K -770 -4%
AP
102
Advisors Preferred
Maryland
$1.96M +$1.65M +17,352 New
UBS AM
103
UBS AM
Illinois
$1.95M -$8.92K -94 -0.5%
LSERS
104
Louisiana State Employees Retirement System
Louisiana
$1.92M -$47.5K -500 -3%
Swiss National Bank
105
Swiss National Bank
Switzerland
$1.91M -$209K -2,200 -11%
Nisa Investment Advisors
106
Nisa Investment Advisors
Missouri
$1.9M -$28.5K -300 -2%
Mirae Asset Global Investments
107
Mirae Asset Global Investments
South Korea
$1.9M – – –
Marshall Wace
108
Marshall Wace
United Kingdom
$1.87M -$1.06M -11,192 -40%
Manulife (Manufacturers Life Insurance)
109
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.86M -$82.2K -866 -5%
SEC
110
Seven Eight Capital
New York
$1.84M +$1.36M +14,345 +580%
Deutsche Bank
111
Deutsche Bank
Germany
$1.79M -$36.3K -382 -2%
WMSA
112
Weiss Multi-Strategy Advisers
New York
$1.77M +$1.54M +16,198 New
Wells Fargo
113
Wells Fargo
California
$1.77M +$399K +4,205 +35%
AG
114
Algert Global
California
$1.76M -$157K -1,650 -9%
RJA
115
Raymond James & Associates
Florida
$1.76M -$14.3K -151 -0.9%
PP
116
PDT Partners
New York
$1.71M +$1.48M +15,584 New
LPL Financial
117
LPL Financial
California
$1.69M +$84.2K +887 +6%
VOYA Investment Management
118
VOYA Investment Management
Georgia
$1.68M -$320K -3,376 -18%
Natixis Advisors
119
Natixis Advisors
Massachusetts
$1.66M +$1.44M +15,180 New
RP
120
Rice Partnership
Hawaii
$1.65M -$61.7K -650 -4%
Royal Bank of Canada
121
Royal Bank of Canada
Ontario, Canada
$1.63M +$576K +6,068 +69%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$1.59M +$380 +4 +0%
SGI
123
Summit Global Investments
Utah
$1.57M +$115K +1,216 +9%
BNP Paribas Financial Markets
124
BNP Paribas Financial Markets
France
$1.56M -$246K -2,596 -15%
TD Asset Management
125
TD Asset Management
Ontario, Canada
$1.55M -$807K -8,500 -38%
3 4
5
6 7

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.