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Materion

145 hedge funds and large institutions have $554M invested in Materion in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 59 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 45

2.33% more ownership

Funds ownership: 89.4%91.73% (+2.3%)

5% less funds holding

Funds holding: 152145 (-7)

13% less capital invested

Capital invested by funds: $634M → $554M (-$80.5M)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

Holders
145
Holders Change
-7
Holders Change %
-4.61%
% of All Funds
4.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
59
Reduced
45
Closed
18
Calls
$423K
Puts
Net Calls
+$423K
Net Calls Change
+$452K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
126
Citigroup
New York
$57K +$16K +502 +36%
Walleye Trading
127
Walleye Trading
New York
$42K +$44.7K +1,400 New
PCM
128
Prelude Capital Management
New York
$39K -$169K -5,280 -80%
WRM
129
Westport Resources Management
Connecticut
$30K +$31.9K +1,000 New
Canada Life
130
Canada Life
Manitoba, Canada
$29K
Bessemer Group
131
Bessemer Group
New Jersey
$28K
LIA
132
LS Investment Advisors
Michigan
$21K
LTFS
133
Ladenburg Thalmann Financial Services
Florida
$15K -$7.98K -250 -33%
FHA
134
First Horizon Advisors
Tennessee
$13K +$1.79K +56 +15%
Zurich Cantonal Bank
135
Zurich Cantonal Bank
Switzerland
$8K +$5.01K +157 +138%
Barclays
136
Barclays
United Kingdom
$7K -$4.66K -146 -38%
TCOV
137
Trust Company of Vermont
Vermont
$6K
Creative Planning
138
Creative Planning
Kansas
$6K +$6.38K +200 New
JFGIW
139
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
GAM
140
Gemmer Asset Management
California
$3K -$96 -3 -3%
SIM
141
Sonora Investment Management
Arizona
$3K +$3.1K +97 New
UFA
142
US Financial Advisors
Massachusetts
$2K
Fifth Third Bancorp
143
Fifth Third Bancorp
Ohio
$2K +$607 +19 +53%
Manulife (Manufacturers Life Insurance)
144
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$404 +$11K +344 +3%
Citadel Advisors
145
Citadel Advisors
Florida
-$3.98M -113,031 Closed
PCM
146
Portolan Capital Management
Massachusetts
-$1.28M -36,359 Closed
FCBT
147
First Citizens Bank & Trust
North Carolina
-$636K -18,042 Closed
State of Tennessee, Department of Treasury
148
State of Tennessee, Department of Treasury
Tennessee
-$557K -15,800 Closed
GCP
149
GSA Capital Partners
United Kingdom
-$521K -14,781 Closed
FNBOO
150
First National Bank of Omaha
Nebraska
-$520 -13,000 Closed

MTRN Hedge Fund Activity: Q3 2015 in Review

145 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Materion (MTRN) for Q3 2015, worth a combined $554M — down 13% from $634M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of MTRN and 13 opened new positions — a net loss of 5 holders — while 45 trimmed existing stakes and 59 added.

The largest buyer was Morgan Stanley, adding an estimated $4.99M. The largest seller was American Century Companies, cutting an estimated $4.04M.

  • 145 institutional investors held Materion (MTRN) as of Q3 2015, down from 152 in Q2 2015.
  • Funds reported $554M of Materion stock for Q3 2015, down 13% quarter-over-quarter.
  • 13 funds opened new Materion positions in Q3 2015 and 18 closed out, a net change of -5 holders.
  • The largest Materion buyer in Q3 2015 was Morgan Stanley, an estimated $4.99M added.
  • The largest Materion seller in Q3 2015 was American Century Companies, an estimated $4.04M sold.

Based on aggregated 13F filings for Q3 2015.