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Metallus
MTUS

137 hedge funds and large institutions have $89.5M invested in Metallus in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 51 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 39

6% less funds holding

Funds holding: 145 → 137 (-8)

9.09% less ownership

Funds ownership: 70.79% → 61.7% (-9.1%)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

64% less capital invested

Capital invested by funds: $249M → $89.5M (-$160M)

99% less call options, than puts

Call options by funds: $4K | Put options by funds: $269K

Holders
137
Holders Change
-8
Holders Change %
-5.52%
% of All Funds
3.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
51
Reduced
39
Closed
22
Calls
$4K
Puts
$269K
Net Calls
-$265K
Net Calls Change
+$189K

Top Buyers

Rank Fund Capital Flow
1
Charles Schwab
Charles Schwab
California
+$1.05M
2
JP Morgan Chase
JP Morgan Chase
New York
+$937K
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$916K
4
TAM
THB Asset Management
Connecticut
+$582K
5
State Street
State Street
Massachusetts
+$421K

Top Sellers

Rank Fund Capital Flow
1
AIMCA
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$15M
2
Goldman Sachs
Goldman Sachs
New York
-$7.71M
3
Morgan Stanley
Morgan Stanley
New York
-$3.3M
4
BlackRock
BlackRock
New York
-$972K
5
PPA
Parametric Portfolio Associates
Washington
-$677K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAFM
101
Mid Atlantic Financial Management
Pennsylvania
$34K +$58.9K +10,519 New
JCA
102
Jade Capital Advisors
New Jersey
$32K -$671K -120,000 -92%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$28K +$44.8K +8,000 +1,404%
LWCFA
104
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$26K – – –
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$24K +$269 +48 +0.7%
Barrow, Hanley, Mewhinney & Strauss
106
Barrow, Hanley, Mewhinney & Strauss
Texas
$18K +$31K +5,536 New
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$14K – – –
HNB
108
Huntington National Bank
Ohio
$14K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$12K +$20.3K +3,619 New
AIP
110
Ameritas Investment Partners
Nebraska
$10K – – –
MSFP
111
Mark Sheptoff Financial Planning
Connecticut
$9K – – –
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$8K – – –
MOACM
113
Mutual of America Capital Management
New York
$6K +$1.8K +321 +23%
SWA
114
Sutton Wealth Advisors
Florida
$4.72K +$3.13K +560 +62%
HWM
115
HighMark Wealth Management
Minnesota
$4K – – –
LIA
116
LS Investment Advisors
Michigan
$4K – – –
GAM
117
Gemmer Asset Management
California
$3K +$616 +110 +15%
Federated Hermes
118
Federated Hermes
Pennsylvania
$2K -$1.44K -257 -35%
VCM
119
Versant Capital Management
Arizona
$2K -$1.18K -211 -23%
GI
120
Gradient Investments
Minnesota
$2K – – –
Fidelity Investments
121
Fidelity Investments
Massachusetts
$2K +$2.8K +500 New
PFBT
122
Parkside Financial Bank & Trust
Missouri
$2K +$2.89K +516 New
Bank of Montreal
123
Bank of Montreal
Ontario, Canada
$1K -$51.3K -9,175 -98%
PCG
124
Private Capital Group
Connecticut
$1K -$145 -26 -12%
CAW
125
Cornerstone Advisors (Washington)
Washington
$1K – – –
3 4
5
6 7

MTUS Hedge Fund Activity: Q1 2020 in Review

137 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Metallus (MTUS) for Q1 2020, worth a combined $89.5M — down 64% from $249M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of MTUS and 16 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 51 added.

The largest buyer was Charles Schwab, adding an estimated $1.05M. The largest seller was Alberta Investment Management Corp (AIMCo), exiting entirely with an estimated $15M sold.

  • 137 institutional investors held Metallus (MTUS) as of Q1 2020, down from 145 in Q4 2019.
  • Funds reported $89.5M of Metallus stock for Q1 2020, down 64% quarter-over-quarter.
  • 16 funds opened new Metallus positions in Q1 2020 and 22 closed out, a net change of -6 holders.
  • The largest Metallus buyer in Q1 2020 was Charles Schwab, an estimated $1.05M added.
  • The largest Metallus seller in Q1 2020 was Alberta Investment Management Corp (AIMCo), an estimated $15M sold.

Based on aggregated 13F filings for Q1 2020.