Matrix Service
MTRX
81 hedge funds and large institutions have $122M invested in Matrix Service in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 22 increasing their positions, 37 reducing their positions, and 15 closing their positions.
20% more call options, than puts
Call options by funds: $6K | Put options by funds: $5K
4% more capital invested
Capital invested by funds: $117M → $122M (+$5.1M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
3.57% less ownership
Funds ownership: 80.29% → 76.71% (-3.6%)
10% less funds holding
Funds holding: 90 → 81 (-9)
41% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 37
53% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AE
AMH Equity
Great Neck,
New York
|
+$960K |
| 2 |
1CM
1492 Capital Management
Milwaukee,
Wisconsin
|
+$756K |
| 3 |
GJL
Gendell Jeffrey L
|
+$662K |
| 4 |
FWSM
First Wilshire Securities Management
Pasadena,
California
|
+$465K |
| 5 |
Russell Investments Group
London,
United Kingdom
|
+$431K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWA
CM Wealth Advisors
Beachwood,
Ohio
|
-$1.45M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$832K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
-$791K |
| 4 |
Millennium Management
New York
|
-$602K |
| 5 |
IECM
Intrinsic Edge Capital Management
Chicago,
Illinois
|
-$577K |
MTRX Hedge Fund Activity: Q2 2023 in Review
81 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in Matrix Service (MTRX) for Q2 2023, worth a combined $122M — up 4.4% from $117M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of MTRX and 7 opened new positions — a net loss of 8 holders — while 37 trimmed existing stakes and 22 added.
The largest buyer was AMH Equity, opening a new position worth an estimated $960K. The largest seller was CM Wealth Advisors, exiting entirely with an estimated $1.45M sold.
- 81 institutional investors held Matrix Service (MTRX) as of Q2 2023, down from 90 in Q1 2023.
- Funds reported $122M of Matrix Service stock for Q2 2023, up 4.4% quarter-over-quarter.
- 7 funds opened new Matrix Service positions in Q2 2023 and 15 closed out, a net change of -8 holders.
- The largest Matrix Service buyer in Q2 2023 was AMH Equity, an estimated $960K added.
- The largest Matrix Service seller in Q2 2023 was CM Wealth Advisors, an estimated $1.45M sold.
Based on aggregated 13F filings for Q2 2023.