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Materion

150 hedge funds and large institutions have $561M invested in Materion in 2014 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 49 increasing their positions, 59 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.91% more ownership

Funds ownership: 87.76%88.68% (+0.91%)

6% less funds holding

Funds holding: 160150 (-10)

17% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 59

17% less capital invested

Capital invested by funds: $679M → $561M (-$118M)

43% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 23

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $276K

Holders
150
Holders Change
-10
Holders Change %
-6.25%
% of All Funds
4.35%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
13
Increased
49
Reduced
59
Closed
23
Calls
Puts
$276K
Net Calls
-$276K
Net Calls Change
-$239K
Name Holding Trade Value Shares
Change
Change in
Stake
NI
51
Numeric Investors
Massachusetts
$1.74M -$1.13M -33,140 -37%
SCM
52
Sterling Capital Management
North Carolina
$1.31M +$34.7K +1,021 +2%
OC
53
Oppenheimer & Co
New York
$1.29M +$46.7K +1,373 +3%
Public Sector Pension Investment Board (PSP Investments)
54
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.19M -$221K -6,500 -14%
GC
55
Globeflex Capital
California
$1.17M -$74.5K -2,193 -5%
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$1.17M -$256K -7,534 -17%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$1.11M -$357K -10,500 -22%
AI
58
Analytic Investors
California
$1.09M -$69.2K -2,037 -5%
MAM
59
Martingale Asset Management
Massachusetts
$1.09M +$61.2K +1,800 +5%
RhumbLine Advisers
60
RhumbLine Advisers
Massachusetts
$1.02M -$3.4K -100 -0.3%
MAA
61
Managed Account Advisors
New Jersey
$1.02M +$879K +25,858 +345%
VOYA Investment Management
62
VOYA Investment Management
Georgia
$944K
TA
63
Teachers Advisors
New York
$901K -$129K -3,800 -11%
AllianceBernstein
64
AllianceBernstein
Tennessee
$883K
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$856K -$134K -3,948 -12%
FCBT
66
First Citizens Bank & Trust
North Carolina
$845K +$42.8K +1,260 +5%
SIP
67
Stoneridge Investment Partners
Pennsylvania
$839K -$883 -26 -0.1%
SO
68
STRS Ohio
Ohio
$764K +$54.4K +1,600 +7%
State Board of Administration of Florida Retirement System
69
State Board of Administration of Florida Retirement System
Florida
$741K +$75.8K +2,231 +10%
JP Morgan Chase
70
JP Morgan Chase
New York
$733K -$395K -11,615 -33%
Swiss National Bank
71
Swiss National Bank
Switzerland
$715K
NFA
72
Nationwide Fund Advisors
Ohio
$690K +$2.45K +72 +0.3%
Nisa Investment Advisors
73
Nisa Investment Advisors
Missouri
$672K -$6.8K -200 -0.9%
Comerica Bank
74
Comerica Bank
Texas
$652K +$17.1K +502 +2%
BG
75
BlackRock Group
United Kingdom
$614K -$1.45M -42,711 -68%

MTRN Hedge Fund Activity: Q3 2014 in Review

150 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Materion (MTRN) for Q3 2014, worth a combined $561M — down 17% from $679M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of MTRN and 13 opened new positions — a net loss of 10 holders — while 59 trimmed existing stakes and 49 added.

The largest buyer was RS Investment Management, opening a new position worth an estimated $18.1M. The largest seller was Opus Capital Group, exiting entirely with an estimated $28.9M sold.

  • 150 institutional investors held Materion (MTRN) as of Q3 2014, down from 160 in Q2 2014.
  • Funds reported $561M of Materion stock for Q3 2014, down 17% quarter-over-quarter.
  • 13 funds opened new Materion positions in Q3 2014 and 23 closed out, a net change of -10 holders.
  • The largest Materion buyer in Q3 2014 was RS Investment Management, an estimated $18.1M added.
  • The largest Materion seller in Q3 2014 was Opus Capital Group, an estimated $28.9M sold.

Based on aggregated 13F filings for Q3 2014.