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Matsons
MATX

275 hedge funds and large institutions have $2.34B invested in Matsons in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 75 increasing their positions, 114 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more call options, than puts

Call options by funds: $5.53M | Put options by funds: $2.32M

29% more capital invested

Capital invested by funds: $1.81B → $2.34B (+$524M)

17% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 35

2% more funds holding

Funds holding: 270 → 275 (+5)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0.7% less ownership

Funds ownership: 84.6% → 83.9% (-0.7%)

34% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 114

Holders
275
Holders Change
+5
Holders Change %
+1.85%
% of All Funds
4.32%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
41
Increased
75
Reduced
114
Closed
35
Calls
$5.53M
Puts
$2.32M
Net Calls
+$3.2M
Net Calls Change
+$3.59M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$33.6M
2
ACH
ArrowMark Colorado Holdings
Colorado
+$23.2M
3
Goldman Sachs
Goldman Sachs
New York
+$13.6M
4
ProShare Advisors
ProShare Advisors
Maryland
+$7.31M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$6.42M

Top Sellers

1
BlackRock
BlackRock
New York
-$29.6M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$27.5M
3
Renaissance Technologies
Renaissance Technologies
New York
-$11.8M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$9.94M
5
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$6.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Amundi
176
Amundi
France
$365K -$41.4K -604 -12%
Cambridge Investment Research Advisors
177
Cambridge Investment Research Advisors
Iowa
$346K +$343 +5 +0.1%
C
178
Covestor
United Kingdom
$345K -$30K -438 -9%
FIM
179
Freedom Investment Management
Connecticut
$337K -$221K -3,225 -43%
Commonwealth Equity Services
180
Commonwealth Equity Services
Massachusetts
$335K +$2.6K +38 +0.9%
SS
181
Simplicity Solutions
Minnesota
$335K +$46.3K +675 +19%
GCM
182
Gallacher Capital Management
Colorado
$333K +$56.6K +826 +24%
II
183
Inspire Investing
Idaho
$315K -$35.3K -515 -11%
Mercer Global Advisors
184
Mercer Global Advisors
Colorado
$311K +$27.3K +398 +11%
ECM
185
Evergreen Capital Management
Washington
$303K +$267K +3,894 New
VPIM
186
Vanguard Personalized Indexing Management
California
$299K +$30.4K +444 +13%
BCV
187
Banque Cantonale Vaudoise
Switzerland
$285K -$44.8K -654 -15%
WSCM
188
Wellington Shields Capital Management
New York
$282K – – –
LCM
189
Laurion Capital Management
New York
$277K +$244K +3,566 New
CGH
190
Crossmark Global Holdings
Texas
$277K -$32.7K -477 -14%
QCM
191
Quantinno Capital Management
New York
$269K -$1.1K -16 -0.5%
RJFSA
192
Raymond James Financial Services Advisors
Florida
$267K -$351K -5,113 -60%
NFG
193
Nations Financial Group
Iowa
$267K – – –
GC
194
Guggenheim Capital
Illinois
$263K +$232K +3,389 New
GC
195
Globeflex Capital
California
$259K -$4.8M -70,025 -95%
Mitsubishi UFJ Trust & Banking
196
Mitsubishi UFJ Trust & Banking
Japan
$259K +$229K +3,338 New
JMPWA
197
JP Morgan Private Wealth Advisors
California
$243K +$214K +3,126 New
X
198
Xponance
Pennsylvania
$235K +$207K +3,023 New
PGA
199
Portland Global Advisors
Maine
$231K +$204K +2,971 New
CAPTRUST Financial Advisors
200
CAPTRUST Financial Advisors
North Carolina
$228K +$201K +2,930 New
6 7
8
9 10

MATX Hedge Fund Activity: Q2 2023 in Review

275 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Matsons (MATX) for Q2 2023, worth a combined $2.34B — up 29% from $1.81B a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new MATX positions and 35 closed out — a net gain of 6 holders — while 75 added to existing stakes and 114 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $33.6M. The largest seller was BlackRock, cutting an estimated $29.6M.

  • 275 institutional investors held Matsons (MATX) as of Q2 2023, up from 270 in Q1 2023.
  • Funds reported $2.34B of Matsons stock for Q2 2023, up 29% quarter-over-quarter.
  • 41 funds opened new Matsons positions in Q2 2023 and 35 closed out, a net change of +6 holders.
  • The largest Matsons buyer in Q2 2023 was Victory Capital Management, an estimated $33.6M added.
  • The largest Matsons seller in Q2 2023 was BlackRock, an estimated $29.6M sold.

Based on aggregated 13F filings for Q2 2023.