Richard S. Fuld - Matrix Private Capital Group Options Holdings (Q1 2020)
According to the SEC 13F filed on Aug 14, 2026, the Matrix Private Capital Group portfolio disclosed options positions as of quarter-end Jun 30, 2026. These positions include call and put options tied to underlying equity holdings, providing a deeper look at the fund's use of derivatives for exposure and hedging.
The reported options activity included 1 call contract and 1 put contract across companies such as SPDR S&P 500 (SPY), SPDR S&P 500 (SPY). Options positions can signal strategies around hedging risk, enhancing leverage, or adjusting portfolio exposure during market shifts.
Options Positions
Showing 2 of 2 positions.
| Quarter | Symbol | Company | Option | Contracts | Notional Value |
|---|---|---|---|---|---|
| Q1 2020 | SPY | SPDR S&P 500 | PUT | 1,200 | $309.00 |
| Q1 2020 | SPY | SPDR S&P 500 | CALL | 100 | $26.00 |
Note: Notional value represents the total exposure of the options position.