Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Matson Inc (MATX)

390 + Investors. Track Smart Money conviction in MATX. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +38
Streak
2Q ▲
Buyers last Q
53%

Smart Money Signals — MATX

Based on 391 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added MATX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
391 hedge funds hold MATX right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding MATX is almost the same as a year ago (+6 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

197 buying172 selling
Last quarter: 197 funds bought or added vs 172 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+12 vs last Q)

new funds entering per quarter
Funds opening a new MATX position: 60 → 45 → 68 → 80. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

61% of holders stayed for 2+ years

■ 61% conviction (2yr+) ■ 19% medium ■ 20% new
237 out of 391 hedge funds have held MATX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+25% value, -0% shares)

Value
+24%
Shares
0%
Last quarter: total value of institutional MATX holdings rose +25% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
📈

Growing discovery — still being found

61 → 60 → 45 → 68 → 80 new funds/Q
New funds entering each quarter: 60 → 45 → 68 → 80. A growing number of institutions are discovering MATX each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 66% veterans vs 22% newcomers

■ 66% veterans ■ 12% 1-2yr ■ 22% new
Entry-cohort mix of 399 holders: 265 (66%) are 2+ year veterans, 47 entered 1–2 years ago, and 87 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 42% AUM from top-100 funds

42% from top-100 AUM funds
53 of 387 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in MATX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MATX

In 2026 Q1, 197 hedge funds were net buyers of MATX (80 opened a new position, 117 added to an existing one), while 172 reduced or exited (130 trimmed, 42 sold completely) — a 53% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 42% of total institutional value in MATX is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +38 funds (more new holders than closures). Total institutional holders: 391.

Hedge Fund Ownership: MATX

How many hedge funds hold MATX — quarterly history vs. share price
Quarterly hedge fund ownership of MATX vs. share price

Market Analysis: MATX

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MATX

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Is It Too Late to Buy Matson Inc (MATX) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much MATX has moved relative to its sector benchmark (XLI) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
MATX
nan%
XLI
+11.0%

MATX outperformed XLI by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
MATX
nan%
XLI
+4.8%

Since the filing became public, MATX outperformed XLI by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

33 top-rated funds 1 high-conviction
Consensus
6.6
/ 10
breadth
×
Elite
1.9
/ 10
conviction
Hedge Fund Positioning: MATX
390 + Investors

Track Smart Money conviction in MATX. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 390 353 10.48%
13F Shares 26M 26M -0.37%
Total Value $3.99B $3.19B 24.91%
New Positions 79 68 +11
Increased Positions 115 96 +19
Closed Positions 42 55 -13
Reduced Positions 129 142 -13
Total Calls 5 3 66.67%
Total Puts 6 4 50.0%
PUT/CALL Ratio 1.2 1.33 Neutral

Statistics: MATX

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

390 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MATX. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MATX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Paradiem, LLC 3.18% 88,082 $14.4M
2 Encompass Capital Advisors LLC 0.98% 199,834 $32.8M
3 Chatham Capital Group, INC. 0.69% 29,073 $4.8M
4 SummerHaven Investment Management, LLC 0.69% 6,847 $1.1M
5 Linden Thomas Advisory Services, LLC 0.61% 38,453 $6.3M
6 Cambria Investment Management, L.P. 0.56% 61,481 $10.1M
7 Seamount Financial Group Inc 0.49% 6,677 $1.1M
8 Marin Bay Wealth Advisors, LLC 0.45% 4,549 $746K
9 Pinnbrook Capital Management LP 0.38% 9,000 $1.5M
10 SummitTX Capital, L.P. 0.37% 72,827 $11.9M
11 Susquehanna Fundamental Investments, LLC 0.37% 60,188 $9.9M
12 Fuller & Thaler Asset Management, INC. 0.34% 613,241 $100.5M
13 Lighthouse Investment Partners, LLC 0.32% 56,115 $9.2M
14 New Age Alpha Advisors, LLC 0.29% 38,574 $6.3M
15 Royce & Associates LP 0.28% 173,982 $28.5M
16 Convergence Investment Partners, LLC 0.28% 10,442 $1.7M
17 Hodges Capital Management Inc. 0.27% 20,000 $3.3M
18 Wedge Capital Management L L P/Nc 0.27% 89,264 $14.6M
19 Rice Partnership, LLC 0.26% 11,560 $1.9M
20 London Co of Virginia 0.25% 244,282 $40.0M
21 Edgestream Partners, L.P. 0.25% 45,745 $7.5M
22 First Hawaiian Bank 0.21% 8,969 $1.5M
23 Hartree Partners, LP 0.20% 7,230 $950K
24 Sepio Capital, LP 0.18% 20,406 $3.3M
25 BlueChip Wealth Advisors LLC 0.18% 2,465 $404K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Matson Inc (MATX)

What does the Smart Money Trend signal show for MATX?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added MATX than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MATX?

Slight buying edge — 53% buying: Last quarter: 197 funds bought or added vs 172 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MATX holders?

Elite ownership — 42% AUM from top-100 funds: 53 of 387 holders are among the 100 largest funds by AUM, controlling 42% of total institutional value in MATX. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MATX?

61% of holders stayed for 2+ years: 237 out of 391 hedge funds have held MATX for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Is it too late to buy Matson Inc (MATX) following the 2026 Q1 hedge fund 13F filings?

As of today, MATX has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.8% for the XLI sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), MATX has gained nan% vs +11.0% for XLI. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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