Materion
MTRN
151 hedge funds and large institutions have $607M invested in Materion in 2014 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 60 reducing their positions, and 13 closing their positions.
191% more call options, than puts
Call options by funds: $337K | Put options by funds: $116K
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
6% more capital invested
Capital invested by funds: $570M → $607M (+$36.8M)
4% more funds holding
Funds holding: 145 → 151 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
4.17% less ownership
Funds ownership: 89.81% → 85.64% (-4.2%)
20% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$9.9M |
| 2 |
KIM
Kestrel Investment Management
San Mateo,
California
|
+$7.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$4.31M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.61M |
| 5 |
RA
Royce & Associates
New York
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OCG
Opus Capital Group
Cincinnati,
Ohio
|
-$13.8M |
| 2 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$10.4M |
| 3 |
GJL
Gendell Jeffrey L
|
-$4.6M |
| 4 |
AR
Advisory Research
Chicago,
Illinois
|
-$4.16M |
| 5 |
Morgan Stanley
New York
|
-$2.92M |
MTRN Hedge Fund Activity: Q1 2014 in Review
151 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Materion (MTRN) for Q1 2014, worth a combined $607M — up 6.4% from $570M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new MTRN positions and 13 closed out — a net gain of 7 holders — while 48 added to existing stakes and 60 trimmed.
The largest buyer was Wedge Capital Management, adding an estimated $9.9M. The largest seller was Opus Capital Group, cutting an estimated $13.8M.
- 151 institutional investors held Materion (MTRN) as of Q1 2014, up from 145 in Q4 2013.
- Funds reported $607M of Materion stock for Q1 2014, up 6.4% quarter-over-quarter.
- 20 funds opened new Materion positions in Q1 2014 and 13 closed out, a net change of +7 holders.
- The largest Materion buyer in Q1 2014 was Wedge Capital Management, an estimated $9.9M added.
- The largest Materion seller in Q1 2014 was Opus Capital Group, an estimated $13.8M sold.
Based on aggregated 13F filings for Q1 2014.