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Materion

152 hedge funds and large institutions have $613M invested in Materion in 2017 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

0.32% less ownership

Funds ownership: 91.63%91.31% (-0.32%)

4% less call options, than puts

Call options by funds: $336K | Put options by funds: $349K

1% less funds holding

Funds holding: 154152 (-2)

15% less capital invested

Capital invested by funds: $724M → $613M (-$111M)

Holders
152
Holders Change
-2
Holders Change %
-1.3%
% of All Funds
3.78%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
60
Reduced
43
Closed
15
Calls
$336K
Puts
$349K
Net Calls
-$13K
Net Calls Change
-$362K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
126
Acrospire Investment Management
Illinois
$93K +$44.1K +1,201 +77%
CG
127
Cutler Group
California
$78K -$15K -408 -15%
SOADOR
128
State of Alaska Department of Revenue
Alaska
$73K +$1.47K +40 +2%
AIP
129
Ameritas Investment Partners
Nebraska
$52K +$57.1K +1,555 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$39K
PAM
131
Panagora Asset Management
Massachusetts
$37K +$40.2K +1,094 New
AG
132
Advisor Group
Arizona
$28K
Daiwa Securities Group
133
Daiwa Securities Group
Japan
$23K
LIA
134
LS Investment Advisors
Michigan
$23K
LWCFA
135
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$17K
VCM
136
Versant Capital Management
Arizona
$14K -$367 -10 -2%
JP Morgan Chase
137
JP Morgan Chase
New York
$12K +$1.58K +43 +13%
MCM
138
McKinley Capital Management
Alaska
$12K +$13.6K +370 New
Toronto Dominion Bank
139
Toronto Dominion Bank
Ontario, Canada
$9K +$9.51K +259 New
GWM
140
Geneos Wealth Management
Colorado
$7K
TCOV
141
Trust Company of Vermont
Vermont
$7K
JFGIW
142
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$5K
SWA
143
Sutton Wealth Advisors
Florida
$4.9K
GAM
144
Gemmer Asset Management
California
$4K
UBS Group
145
UBS Group
Switzerland
$4K +$2.83K +77 +220%
US Bancorp
146
US Bancorp
Minnesota
$3K -$3.67K -100 -51%
CHP
147
Cable Hill Partners
Oregon
$3K
EFSCE
148
Enterprise Financial Services Corp (EFSC)
Missouri
$3K
IA
149
IFP Advisors
Florida
$3K
ASN
150
Advisory Services Network
Georgia
$3K +$3.49K +95 New

MTRN Hedge Fund Activity: Q1 2017 in Review

152 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Materion (MTRN) for Q1 2017, worth a combined $613M — down 15% from $724M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MTRN positions and 15 closed out — a net gain of 3 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was BlackRock, adding an estimated $96.3M. The largest seller was Heartland Advisors, exiting entirely with an estimated $9.18M sold.

  • 152 institutional investors held Materion (MTRN) as of Q1 2017, down from 154 in Q4 2016.
  • Funds reported $613M of Materion stock for Q1 2017, down 15% quarter-over-quarter.
  • 18 funds opened new Materion positions in Q1 2017 and 15 closed out, a net change of +3 holders.
  • The largest Materion buyer in Q1 2017 was BlackRock, an estimated $96.3M added.
  • The largest Materion seller in Q1 2017 was Heartland Advisors, an estimated $9.18M sold.

Based on aggregated 13F filings for Q1 2017.