We are live on ! Find out more
MTUS icon

Metallus
MTUS

145 hedge funds and large institutions have $249M invested in Metallus in 2019 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 56 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more capital invested

Capital invested by funds: $194M → $249M (+$55.1M)

1.89% more ownership

Funds ownership: 68.9% → 70.79% (+1.9%)

6% less funds holding

Funds holding: 155 → 145 (-10)

25% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 56

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

52% less call options, than puts

Call options by funds: $415K | Put options by funds: $869K

Holders
145
Holders Change
-10
Holders Change %
-6.45%
% of All Funds
2.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
42
Reduced
56
Closed
26
Calls
$415K
Puts
$869K
Net Calls
-$454K
Net Calls Change
-$532K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$9.99M
2
Morgan Stanley
Morgan Stanley
New York
+$7.09M
3
BlackRock
BlackRock
New York
+$1.17M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$605K
5
Invesco
Invesco
Georgia
+$598K

Top Sellers

Rank Fund Capital Flow
1
LM
Luminus Management
Texas
-$18.5M
2
RA
Royce & Associates
New York
-$1.12M
3
GF
Gabelli Funds
New York
-$737K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$565K
5
Citadel Advisors
Citadel Advisors
Florida
-$542K
Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
126
Gemmer Asset Management
California
$6K -$276 -44 -6%
Federated Hermes
127
Federated Hermes
Pennsylvania
$6K – – –
GI
128
Gradient Investments
Minnesota
$4K – – –
Nisa Investment Advisors
129
Nisa Investment Advisors
Missouri
$4K – – –
AG
130
Advisor Group
Arizona
$3K -$627 -100 -21%
CAW
131
Cornerstone Advisors (Washington)
Washington
$3K – – –
PCG
132
Private Capital Group
Connecticut
$1K -$270 -43 -16%
APC
133
Aspire Private Capital
North Carolina
$1K – – –
AssetMark Inc
134
AssetMark Inc
California
$1K – – –
CFGS
135
Concourse Financial Group Securities
Alabama
$1K – – –
GT
136
Glenmede Trust
Pennsylvania
$1K – – –
IA
137
IFP Advisors
Florida
$1K – – –
IRC
138
Investors Research Corp
Georgia
$1K – – –
JWA
139
JFS Wealth Advisors
Pennsylvania
$1K – – –
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$1K +$639 +102 New
LM
141
Luminus Management
Texas
– -$18.5M -2,942,467 Closed
ARTA
142
A.R.T. Advisors
New York
– -$370K -58,903 Closed
SFM
143
Systematic Financial Management
New Jersey
– -$333K -52,910 Closed
BC
144
Brinker Capital
Pennsylvania
– -$326K -51,771 Closed
PP
145
Paloma Partners
Connecticut
– -$229K -36,350 Closed
DWA
146
Douglass Winthrop Advisors
New York
– -$181K -28,779 Closed
Squarepoint
147
Squarepoint
New York
– -$172K -27,300 Closed
Tudor Investment Corp
148
Tudor Investment Corp
Connecticut
– -$159K -25,298 Closed
Capital Fund Management (CFM)
149
Capital Fund Management (CFM)
France
– -$149K -23,700 Closed
ECM
150
ExodusPoint Capital Management
New York
– -$148K -23,490 Closed
3 4 5
6
7

MTUS Hedge Fund Activity: Q4 2019 in Review

145 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Metallus (MTUS) for Q4 2019, worth a combined $249M — up 28% from $194M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of MTUS and 18 opened new positions — a net loss of 8 holders — while 56 trimmed existing stakes and 42 added.

The largest buyer was Goldman Sachs, adding an estimated $9.99M. The largest seller was Luminus Management, exiting entirely with an estimated $18.5M sold.

  • 145 institutional investors held Metallus (MTUS) as of Q4 2019, down from 155 in Q3 2019.
  • Funds reported $249M of Metallus stock for Q4 2019, up 28% quarter-over-quarter.
  • 18 funds opened new Metallus positions in Q4 2019 and 26 closed out, a net change of -8 holders.
  • The largest Metallus buyer in Q4 2019 was Goldman Sachs, an estimated $9.99M added.
  • The largest Metallus seller in Q4 2019 was Luminus Management, an estimated $18.5M sold.

Based on aggregated 13F filings for Q4 2019.