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Metallus

187 hedge funds and large institutions have $812M invested in Metallus in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 60 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

309% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $297K

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

11% more capital invested

Capital invested by funds: $730M → $812M (+$81.6M)

2.86% more ownership

Funds ownership: 77.32%80.19% (+2.9%)

2% more funds holding

Funds holding: 183187 (+4)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

9% less repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 66

Holders
187
Holders Change
+4
Holders Change %
+2.19%
% of All Funds
2.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
60
Reduced
66
Closed
14
Calls
$1.22M
Puts
$297K
Net Calls
+$919K
Net Calls Change
-$256K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$166M +$3.63M +173,204 +3%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$82M +$755K +36,002 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$74.7M +$444K +21,190 +0.7%
State Street
4
State Street
Massachusetts
$52.9M -$895K -42,676 -2%
Janus Henderson Group
5
Janus Henderson Group
United Kingdom
$37.7M -$671 -32 -0%
Morgan Stanley
6
Morgan Stanley
New York
$30.4M +$17.5M +835,011 +181%
MVP
7
Medina Value Partners
California
$23.6M +$2.22M +106,033 +12%
SFM
8
Systematic Financial Management
New Jersey
$23.4M +$294K +14,025 +1%
Renaissance Technologies
9
Renaissance Technologies
New York
$22.4M +$1.29M +61,600 +7%
RA
10
Royce & Associates
New York
$21.7M -$1.67M -79,470 -8%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$20.6M +$743K +35,427 +4%
Mirae Asset Global Investments
12
Mirae Asset Global Investments
South Korea
$17.7M -$141K -6,744 -0.9%
Invesco
13
Invesco
Georgia
$17.6M +$1.24M +58,969 +9%
American Century Companies
14
American Century Companies
Missouri
$17.4M +$1.7K +81 +0%
BCM
15
Bridgeway Capital Management
Texas
$17.4M -$15.5K -739 -0.1%
Charles Schwab
16
Charles Schwab
California
$15.8M +$636K +30,317 +5%
Northern Trust
17
Northern Trust
Illinois
$9.81M -$83.4K -3,978 -0.9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$8.13M -$756K -36,058 -9%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$5.5M -$113K -5,400 -2%
JP Morgan Chase
20
JP Morgan Chase
New York
$5.41M +$1.47M +69,857 +43%
Two Sigma Investments
21
Two Sigma Investments
New York
$5.13M +$1.37M +65,254 +42%
GI
22
GAMCO Investors
Connecticut
$5.12M
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$4.9M -$143K -6,821 -3%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.71M -$178K -8,490 -4%
EF
25
Empowered Funds
Pennsylvania
$4.59M -$15.5K -739 -0.4%

MTUS Hedge Fund Activity: Q4 2023 in Review

187 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Metallus (MTUS) for Q4 2023, worth a combined $812M — up 11% from $730M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MTUS positions and 14 closed out — a net gain of 6 holders — while 60 added to existing stakes and 66 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $17.5M. The largest seller was Pacer Advisors, exiting entirely with an estimated $8.1M sold.

  • 187 institutional investors held Metallus (MTUS) as of Q4 2023, up from 183 in Q3 2023.
  • Funds reported $812M of Metallus stock for Q4 2023, up 11% quarter-over-quarter.
  • 20 funds opened new Metallus positions in Q4 2023 and 14 closed out, a net change of +6 holders.
  • The largest Metallus buyer in Q4 2023 was Morgan Stanley, an estimated $17.5M added.
  • The largest Metallus seller in Q4 2023 was Pacer Advisors, an estimated $8.1M sold.

Based on aggregated 13F filings for Q4 2023.