Materion
MTRN
226 hedge funds and large institutions have $2.55B invested in Materion in 2023 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 58 increasing their positions, 101 reducing their positions, and 21 closing their positions.
331% more call options, than puts
Call options by funds: $1.79M | Put options by funds: $416K
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
29% more capital invested
Capital invested by funds: $1.97B → $2.55B (+$575M)
19% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 21
1.06% more ownership
Funds ownership: 93.81% → 94.87% (+1.1%)
0% more funds holding
Funds holding: 225 → 226 (+1)
43% less repeat investments, than reductions
Existing positions increased: 58 | Existing positions reduced: 101
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$31.5M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$26.4M |
| 3 |
MPM
Mountaineer Partners Management
New York
|
+$11.6M |
| 4 |
BlackRock
New York
|
+$10.3M |
| 5 |
SBH
Segall Bryant & Hamill
Chicago,
Illinois
|
+$6.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCS
Concentric Capital Strategies
Stamford,
Connecticut
|
-$10.2M |
| 2 |
Amundi
Paris,
France
|
-$9.56M |
| 3 |
ZCM
Ziegler Capital Management
Chicago,
Illinois
|
-$8.05M |
| 4 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$6.36M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.41M |
MTRN Hedge Fund Activity: Q4 2023 in Review
226 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Materion (MTRN) for Q4 2023, worth a combined $2.55B — up 29% from $1.97B a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new MTRN positions and 21 closed out — a net gain of 4 holders — while 58 added to existing stakes and 101 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $31.5M. The largest seller was Concentric Capital Strategies, exiting entirely with an estimated $10.2M sold.
- 226 institutional investors held Materion (MTRN) as of Q4 2023, up from 225 in Q3 2023.
- Funds reported $2.55B of Materion stock for Q4 2023, up 29% quarter-over-quarter.
- 25 funds opened new Materion positions in Q4 2023 and 21 closed out, a net change of +4 holders.
- The largest Materion buyer in Q4 2023 was Morgan Stanley, an estimated $31.5M added.
- The largest Materion seller in Q4 2023 was Concentric Capital Strategies, an estimated $10.2M sold.
Based on aggregated 13F filings for Q4 2023.