Matson Inc (MATX) Hedge Fund Ownership (Q1 2026)

Matson Inc (MATX)

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

Smart Money Signals — MATX

Based on 394 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

394 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 (+9 funds, +2% change). No significant rush to buy or sell — institutional backing is holding steady.

🟡

Slight buying edge — 53% buying

198 buying173 selling

Last quarter: 198 funds bought or added vs 173 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 → 69 → 81. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.

🔒

60% of holders stayed for 2+ years

■ 60% conviction (2yr+) ■ 20% medium ■ 20% new

238 out of 394 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.

💰

Value +25% but shares only +0% — price-driven

Value

+25%

+0%

Last quarter: the total dollar value of institutional holdings rose +25%, but actual share count only changed +0%. The gap is explained by the stock's price rising — not new buying. Strong value growth with weak share growth means the rally is price momentum, not fresh institutional demand.

📈

Growing discovery — still being found

61 → 60 → 45 → 69 → 81 new funds/Q

New funds entering each quarter: 60 → 45 → 69 → 81. 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 402 holders: 267 (66%) are 2+ year veterans, 47 entered 1–2 years ago, and 88 (22%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 63% AUM from top-100 funds

63% from top-100 AUM funds

57 of 390 holders are among the 100 largest funds by AUM, controlling 63% 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.

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

Metric

All 13F Filers (2026 Q1)

Prior (2025 Q4)

Change

Funds Holding

390

353

10.48%

13F Shares

26M

-0.37%

Total Value

$3.99B

$3.19B

24.91%

New Positions

+11

Increased Positions

115

+19

Closed Positions

-13

Reduced Positions

129

142

-13

Total Calls

66.67%

Total Puts

50.0%

PUT/CALL Ratio

1.2

1.33

Neutral

Institutional Holders (2026 Q2)

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:

2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 MATX holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	Simcoe Capital Management, LLC	2.76%	78,855	$15.2M
2	Encompass Capital Advisors LLC	1.17%	170,724	$32.8M
3	Pinnbrook Capital Management LP	0.94%	45,814	$8.8M
4	Chatham Capital Group, INC.	0.79%	32,375	$6.2M
5	SummerHaven Investment Management, LLC	0.71%	6,847	$1.3M
6	Seamount Financial Group Inc	0.51%	6,622	$1.3M
7	Cambria Investment Management, L.P.	0.51%	53,672	$10.3M
8	Linden Thomas Advisory Services, LLC	0.51%	32,805	$6.3M
9	Denali Advisors LLC	0.41%	21,250	$4.1M
10	Advisors Preferred, LLC	0.35%	11,031	$2.2M
11	Fuller & Thaler Asset Management, INC.	0.34%	648,405	$124.6M
12	Curat Global, LLC	0.33%	2,830	$410K
13	Mirabella Financial Services LLP	0.29%	15,998	$3.1M
14	Hodges Capital Management Inc.	0.28%	22,000	$4.2M
15	Rice Partnership, LLC	0.27%	11,560	$2.2M
16	Wedge Capital Management L L P/Nc	0.27%	84,392	$16.2M
17	Royce & Associates LP	0.25%	160,462	$30.8M
18	J. Goldman & Co LP	0.23%	46,710	$9.0M
19	Marin Bay Wealth Advisors, LLC	0.23%	4,553	$875K
20	Regency Capital Management Inc.\DE	0.22%	2,920	$561K
21	WINTON GROUP Ltd	0.22%	35,230	$6.8M
22	First Hawaiian Bank	0.22%	8,969	$1.7M
23	Susquehanna Fundamental Investments, LLC	0.22%	60,188	$11.6M
24	London Co of Virginia	0.21%	188,631	$36.3M
25	New Age Alpha Advisors, LLC	0.20%	25,106	$4.8M

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: 198 funds bought or added vs 173 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 — 63% AUM from top-100 funds: 57 of 390 holders are among the 100 largest funds by AUM, controlling 63% 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?

60% of holders stayed for 2+ years: 238 out of 394 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.

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Matson Inc (MATX)

Smart Money Signals — MATX

Buying streak — 2 quarters in a row

At the ownership peak (100% of max)

Stable — ownership unchanged year-over-year

Slight buying edge — 53% buying

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

60% of holders stayed for 2+ years

Value +25% but shares only +0% — price-driven

Growing discovery — still being found

Veteran-anchored — 66% veterans vs 22% newcomers

Elite ownership — 63% AUM from top-100 funds

Institutional Sentiment Summary — MATX

Hedge Fund Ownership: MATX

Market Analysis: MATX

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: MATX

Hedge Fund Positioning: MATX

Statistics: MATX

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Matson Inc (MATX)

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