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Matsons

191 hedge funds and large institutions have $1.43B invested in Matsons in 2018 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 65 increasing their positions, 57 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

14% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 57

7% more funds holding

Funds holding: 178191 (+13)

3% more capital invested

Capital invested by funds: $1.39B → $1.43B (+$39.3M)

0.47% less ownership

Funds ownership: 84.91%84.45% (-0.47%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $237K

Holders
191
Holders Change
+13
Holders Change %
+7.3%
% of All Funds
4.37%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
23
Increased
65
Reduced
57
Closed
8
Calls
Puts
$237K
Net Calls
-$237K
Net Calls Change
-$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
151
IFP Advisors
Florida
$91K -$1.7K -46 -2%
PAM
152
Panagora Asset Management
Massachusetts
$91K
SWA
153
Sutton Wealth Advisors
Florida
$86.7K
Public Employees Retirement Association of Colorado
154
Public Employees Retirement Association of Colorado
Colorado
$69K
US Bancorp
155
US Bancorp
Minnesota
$63K
MYIA
156
Mount Yale Investment Advisors
Colorado
$62K -$10.2K -276 -15%
Parallax Volatility Advisers
157
Parallax Volatility Advisers
California
$60K +$54.6K +1,473 +2,888%
SIAS
158
Shine Investment Advisory Services
Colorado
$53K
LIA
159
LS Investment Advisors
Michigan
$51K
S
160
SignatureFD
Georgia
$39K
WTC
161
WhitTier Trust Company
Nevada
$35K
WOC
162
West Oak Capital
California
$32.2K
MOACM
163
Mutual of America Capital Management
New York
$32K +$24.3K +657 +418%
VCM
164
Versant Capital Management
Arizona
$26K +$704 +19 +3%
SWP
165
Stratos Wealth Partners
Ohio
$20K +$18.5K +500 New
NIT
166
NumerixS Investment Technologies
British Columbia, Canada
$19K +$18.5K +500 New
TPWA
167
TRUE Private Wealth Advisors
Oregon
$14.4K +$13.4K +363 New
PA
168
Parallel Advisors
California
$14K
Zurich Cantonal Bank
169
Zurich Cantonal Bank
Switzerland
$12K
QT
170
Quantbot Technologies
New York
$11K +$10.9K +295 New
Fifth Third Bancorp
171
Fifth Third Bancorp
Ohio
$10K
KJWM
172
Kiley Juergens Wealth Management
Washington
$9K
PCG
173
Private Capital Group
Connecticut
$8K
RFC
174
Regions Financial Corp
Alabama
$6K -$778 -21 -13%
DA
175
Denali Advisors
California
$5K