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Materion

246 hedge funds and large institutions have $2.1B invested in Materion in 2024 Q2 according to their latest regulatory filings, with 34 funds opening new positions, 80 increasing their positions, 89 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.07% less ownership

Funds ownership: 94.11%94.04% (-0.07%)

8% less first-time investments, than exits

New positions opened: 34 | Existing positions closed: 37

2% less funds holding

Funds holding: 251246 (-5)

10% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 89

16% less call options, than puts

Call options by funds: $691K | Put options by funds: $822K

17% less capital invested

Capital invested by funds: $2.54B → $2.1B (-$438M)

Holders
246
Holders Change
-5
Holders Change %
-1.99%
% of All Funds
3.55%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
34
Increased
80
Reduced
89
Closed
37
Calls
$691K
Puts
$822K
Net Calls
-$131K
Net Calls Change
-$671K
Name Holding Trade Value Shares
Change
Change in
Stake
SWS
201
SYSTM Wealth Solutions
Illinois
$14.3K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$14K +$1.84K +16 +14%
SAM
203
Smartleaf Asset Management
Massachusetts
$13.2K +$14.1K +123 New
LFA
204
LGT Financial Advisors
Texas
$11.2K
SS
205
Sunbelt Securities
Texas
$10.8K
ATPW
206
Ashton Thomas Private Wealth
Arizona
$9.62K +$10.2K +89 New
AF
207
Allworth Financial
California
$9.21K +$6.55K +57 +248%
PS
208
Principal Securities
Iowa
$9.19K +$2.53K +22 +35%
PFC
209
Phocas Financial Corp
California
$8.78K -$4.25M -36,955 -31%
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$8.65K -$460 -4 -5%
Kayne Anderson Rudnick Investment Management
211
Kayne Anderson Rudnick Investment Management
California
$7.79K
Mitsubishi UFJ Asset Management
212
Mitsubishi UFJ Asset Management
Japan
$6.38K
FFA
213
Farther Finance Advisors
California
$6.3K
S
214
SignatureFD
Georgia
$5.08K
LI
215
LRI Investments
Florida
$4.61K +$4.94K +43 New
AWM
216
Avior Wealth Management
Nebraska
$4.33K +$4.14K +36 +900%
BF
217
BOK Financial
Oklahoma
$4K +$4.25K +37 New
GI
218
GAMMA Investing
California
$3.46K -$690 -6 -16%
LC
219
Lindbrook Capital
California
$3.46K +$1.03K +9 +39%
Amundi
220
Amundi
France
$3.05K -$12.8M -111,479 -100%
CIBC Private Wealth Group
221
CIBC Private Wealth Group
Georgia
$2.85K
MG
222
Mather Group
Illinois
$2.63K +$805 +7 +54%
BWL
223
Bogart Wealth LLC
Virginia
$2.21K
PMAM
224
Picton Mahoney Asset Management
Ontario, Canada
$2K +$1.95K +17 New
HNB
225
Huntington National Bank
Ohio
$1.99K +$1.95K +17 +850%

MTRN Hedge Fund Activity: Q2 2024 in Review

246 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Materion (MTRN) for Q2 2024, worth a combined $2.1B — down 17% from $2.54B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of MTRN and 34 opened new positions — a net loss of 3 holders — while 89 trimmed existing stakes and 80 added.

The largest buyer was Capital Research Global Investors, adding an estimated $16.6M. The largest seller was Jennison Associates, cutting an estimated $21M.

  • 246 institutional investors held Materion (MTRN) as of Q2 2024, down from 251 in Q1 2024.
  • Funds reported $2.1B of Materion stock for Q2 2024, down 17% quarter-over-quarter.
  • 34 funds opened new Materion positions in Q2 2024 and 37 closed out, a net change of -3 holders.
  • The largest Materion buyer in Q2 2024 was Capital Research Global Investors, an estimated $16.6M added.
  • The largest Materion seller in Q2 2024 was Jennison Associates, an estimated $21M sold.

Based on aggregated 13F filings for Q2 2024.