We are live on ! Find out more
MATX icon

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
Handelsbanken Fonder
176
Handelsbanken Fonder
Sweden
$658K -$19K -200 -3%
NYLIM
177
New York Life Investment Management
New York
$639K -$11.8K -124 -2%
Truist Financial
178
Truist Financial
North Carolina
$630K -$18.1K -191 -3%
MWM
179
Modera Wealth Management
New Jersey
$608K -$10.8K -114 -2%
QCM
180
QRG Capital Management
Illinois
$607K -$44.2K -466 -8%
Two Sigma Advisers
181
Two Sigma Advisers
New York
$603K +$522K +5,500 New
CSS
182
Cubist Systematic Strategies
Connecticut
$601K +$521K +5,488 New
NRD
183
Nebula Research & Development
New York
$598K +$518K +5,459 New
Acadian Asset Management
184
Acadian Asset Management
Massachusetts
$589K -$4.84M -50,953 -90%
SFA
185
Sequoia Financial Advisors
Ohio
$580K +$503K +5,295 New
JAM
186
Jupiter Asset Management
United Kingdom
$574K +$497K +5,234 New
GCP
187
GSA Capital Partners
United Kingdom
$559K +$484K +5,103 New
SS
188
Simplicity Solutions
Minnesota
$539K +$4.56K +48 +1%
ECM
189
Evergreen Capital Management
Washington
$527K +$27.1K +285 +6%
WG
190
Winton Group
United Kingdom
$526K -$62.4K -657 -12%
VF
191
Virtu Financial
New York
$518K +$449K +4,729 New
AI
192
AdvisorShares Investments
Maryland
$514K -$5.22K -55 -1%
Amundi
193
Amundi
France
$504K +$5.32K +56 +1%
AWS
194
Atria Wealth Solutions
New York
$484K +$192K +2,023 +85%
VPIM
195
Vanguard Personalized Indexing Management
California
$464K +$15.2K +160 +4%
YIH
196
Y-Intercept (HK)
Hong Kong
$463K +$32.2K +339 +9%
SAM
197
Shell Asset Management
Netherlands
$426K -$111K -1,172 -23%
Pathstone Holdings
198
Pathstone Holdings
New Jersey
$425K +$368K +3,878 New
CCM
199
Check Capital Management
California
$408K +$15.7K +165 +5%
SOW
200
State of Wyoming
Wyoming
$399K +$163K +1,721 +90%
6 7
8
9 10

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.