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Matsons

189 hedge funds and large institutions have $1.4B invested in Matsons in 2019 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 57 increasing their positions, 63 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

15,632% more call options, than puts

Call options by funds: $3.46M | Put options by funds: $22K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

0.51% less ownership

Funds ownership: 87.9%87.39% (-0.51%)

4% less capital invested

Capital invested by funds: $1.46B → $1.4B (-$57.6M)

10% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 63

2% less funds holding

Funds holding: 192189 (-3)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

Holders
189
Holders Change
-3
Holders Change %
-1.56%
% of All Funds
4.14%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
57
Reduced
63
Closed
18
Calls
$3.46M
Puts
$22K
Net Calls
+$3.44M
Net Calls Change
+$570K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$245M +$2.43M +64,048 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$163M +$448K +11,792 +0.3%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$145M +$2.72M +71,498 +2%
ACH
4
ArrowMark Colorado Holdings
Colorado
$109M +$3.92M +103,208 +4%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$96.1M -$1.17M -30,875 -1%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$88.5M +$2.39M +62,995 +3%
Capital Research Global Investors
7
Capital Research Global Investors
California
$71.4M -$7.6M -200,000 -10%
Hotchkis & Wiley Capital Management
8
Hotchkis & Wiley Capital Management
California
$65.5M -$13.7M -360,430 -17%
State Street
9
State Street
Massachusetts
$45.6M -$1.38M -36,270 -3%
Northern Trust
10
Northern Trust
Illinois
$26.4M +$1.56M +41,013 +6%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$26.1M -$294K -7,739 -1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$20.2M +$292K +7,700 +1%
LCOV
13
London Company of Virginia
Virginia
$18.4M -$568K -14,962 -3%
William Blair Investment Management
14
William Blair Investment Management
Illinois
$16.7M +$1.63M +42,899 +11%
Principal Financial Group
15
Principal Financial Group
Iowa
$13.2M -$173K -4,549 -1%
Westfield Capital Management
16
Westfield Capital Management
Massachusetts
$12.9M +$1.18M +31,074 +10%
Bank of America
17
Bank of America
North Carolina
$11.9M +$690K +18,160 +6%
LSV Asset Management
18
LSV Asset Management
Illinois
$11.9M -$6.14M -161,651 -34%
Primecap Management
19
Primecap Management
California
$10.5M +$10.6M +279,600 New
Ameriprise
20
Ameriprise
Minnesota
$9.87M -$417K -10,987 -4%
Charles Schwab
21
Charles Schwab
California
$9.64M +$369K +9,713 +4%
AT
22
Arden Trust
Delaware
$8.61M
BCM
23
Bridgeway Capital Management
Texas
$8.54M -$1.26M -33,300 -13%
PPA
24
Parametric Portfolio Associates
Washington
$8.39M +$348K +9,168 +4%
N
25
Nuveen
North Carolina
$6.93M +$151K +3,975 +2%

MATX Hedge Fund Activity: Q3 2019 in Review

189 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Matsons (MATX) for Q3 2019, worth a combined $1.4B — down 3.9% from $1.46B a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MATX and 16 opened new positions — a net loss of 2 holders — while 63 trimmed existing stakes and 57 added.

The largest buyer was Primecap Management, opening a new position worth an estimated $10.6M. The largest seller was Hotchkis & Wiley Capital Management, cutting an estimated $13.7M.

  • 189 institutional investors held Matsons (MATX) as of Q3 2019, down from 192 in Q2 2019.
  • Funds reported $1.4B of Matsons stock for Q3 2019, down 3.9% quarter-over-quarter.
  • 16 funds opened new Matsons positions in Q3 2019 and 18 closed out, a net change of -2 holders.
  • The largest Matsons buyer in Q3 2019 was Primecap Management, an estimated $10.6M added.
  • The largest Matsons seller in Q3 2019 was Hotchkis & Wiley Capital Management, an estimated $13.7M sold.

Based on aggregated 13F filings for Q3 2019.