Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

MATSON INC (MATX)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
46%

Smart Money Signals — MATX

Based on 333 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, 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.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
333 funds currently hold this stock — 90% of the 3.0-year high of 368 funds (reached 2025 Q2). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 9% fewer funds vs a year ago

fund count last 6Q
34 fewer hedge funds hold MATX compared to a year ago (-9% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

161 buying189 selling
Last quarter: 189 funds reduced or exited vs 161 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
📈

More new buyers each quarter (+22 vs last Q)

new funds entering per quarter
Funds opening a new MATX position: 59 → 57 → 43 → 65. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

64% of holders stayed for 2+ years

64% conviction (2yr+) 20% medium 16% new
212 out of 333 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 (+19% value, -5% shares)

Value
+18%
Shares
-5%
Last quarter: total value of institutional MATX holdings rose +19% even though funds reduced share count by 5%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
➡️

Steady discovery — ~65 new funds/quarter

57 → 59 → 57 → 43 → 65 new funds/Q
New funds entering each quarter: 59 → 57 → 43 → 65. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 12% 1-2yr 20% new
Of 339 current holders: 231 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 53% AUM from top-100 funds

53% from top-100 AUM funds
40 of 333 holders are among the 100 largest funds by AUM, controlling 53% 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.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — 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.

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

-- --
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

57 top-rated funds 1 high-conviction
Consensus
7.7
/ 10
breadth
×
Elite
1.5
/ 10
conviction
Hedge Fund Positioning: MATX
2026 Q1 Stats Unlock in 19 days 339 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 339 329 3.04%
13F Shares 26M 27M -5.35%
Total Value $3.19B $2.69B 18.57%
New Positions 65 44 +21
Increased Positions 101 110 -9
Closed Positions 56 92 -36
Reduced Positions 149 139 +10
Total Calls 3 3 -
Total Puts 4 5 -20.0%
PUT/CALL Ratio 1.33 1.67 Bearish

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) --
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Institutional Holders (2026 Q1)

339 + investors

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

Top 25 institutional holders of MATX — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 CHATHAM CAPITAL GROUP, INC. 0.69% 29,073 $4.8M
2 SummerHaven Investment Management, LLC 0.69% 6,847 $1.1M
3 Linden Thomas Advisory Services, LLC 0.61% 38,453 $6.3M
4 SEAMOUNT FINANCIAL GROUP INC 0.49% 6,677 $1.1M
5 Hodges Capital Management Inc. 0.27% 20,000 $3.3M
6 WEDGE CAPITAL MANAGEMENT L L P/NC 0.27% 89,264 $14.6M
7 Fruth Investment Management 0.25% 6,050
8 FIRST HAWAIIAN BANK 0.21% 8,969 $1.5M
9 Baker Ellis Asset Management LLC 0.14% 7,238 $1.2M
10 FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. 0.13% 22,553 $3.7M
11 Curat Global, LLC 0.10% 625 $102K
12 Westhampton Capital, LLC 0.10% 1,250 $205K
13 Abel Hall, LLC 0.08% 2,403 $394K
14 GILPIN WEALTH MANAGEMENT, LLC 0.07% 549 $90K
15 BROWN, LISLE/CUMMINGS, INC. 0.06% 1,532 $251K
16 EVOLVE PRIVATE WEALTH, LLC 0.06% 6,676 $1.1M
17 SAGE RHINO CAPITAL LLC 0.05% 1,649 $270K
18 Breakwater Capital Group 0.04% 2,000 $328K
19 Inspire Investing, LLC 0.04% 3,166 $519K
20 Louisiana State Employees Retirement System 0.04% 13,800 $2K
21 CHICAGO TRUST Co NA 0.03% 1,246 $204K
22 State of Alaska, Department of Revenue 0.03% 17,281 $3K
23 Sterling Capital Management LLC 0.03% 9,344 $1.5M
24 One Wealth Advisors, LLC 0.03% 1,408 $231K
25 PRAXIS INVESTMENT MANAGEMENT INC 0.03% 2,746
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 — 1 quarter in a row: For 1 consecutive quarter, 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?

More sellers than buyers — 46% buying: Last quarter: 189 funds reduced or exited vs 161 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for MATX holders?

Elite ownership — 53% AUM from top-100 funds: 40 of 333 holders are among the 100 largest funds by AUM, controlling 53% 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?

64% of holders stayed for 2+ years: 212 out of 333 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.

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.