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318 hedge funds and large institutions have $6.54B invested in Mattel in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 108 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $22.8M

4% more capital invested

Capital invested by funds: $6.31B → $6.54B (+$234M)

1.62% less ownership

Funds ownership: 96.21%94.59% (-1.6%)

5% less funds holding

Funds holding: 335318 (-17)

23% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 108

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

36% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 47

Holders
318
Holders Change
-17
Holders Change %
-5.07%
% of All Funds
4.99%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
30
Increased
83
Reduced
108
Closed
47
Calls
$25.2M
Puts
$22.8M
Net Calls
+$2.4M
Net Calls Change
-$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BAM
226
Byrne Asset Management
New Jersey
$18K +$17K +940 New
LSA
227
Leonteq Securities AG
Switzerland
$17.6K -$39.9K -2,207 -71%
RTC
228
Riverview Trust Company
Washington
$14.8K
VSQM
229
V-Square Quantitative Management
Illinois
$14.1K +$13K +721 New
S
230
SignatureFD
Georgia
$14K +$343 +19 +3%
EL
231
EMFO LLC
Florida
$13.9K
EWA
232
EverSource Wealth Advisors
Alabama
$13K -$3.16K -175 -21%
BWAM
233
Boyd Watterson Asset Management
Ohio
$11.7K
TLA
234
Tanglewood Legacy Advisors
Texas
$11.7K
TH
235
TCTC Holdings
Texas
$11.6K
LC
236
Lindbrook Capital
California
$11.3K
LFA
237
Level Financial Advisors
New York
$11.2K +$10.4K +574 New
CI Investments Inc
238
CI Investments Inc
Ontario, Canada
$10K +$8.63K +478 +2,390%
TWC
239
TD Waterhouse Canada
Ontario, Canada
$9.87K
OC
240
Oakworth Capital
Alabama
$9.77K
AF
241
Allworth Financial
California
$9.36K -$1.07K -59 -11%
C
242
Covestor
United Kingdom
$9K -$54 -3 -0.7%
WT
243
Whittier Trust
California
$8.73K -$11K -608 -58%
BAAM
244
Baker Avenue Asset Management
California
$8.54K
BWA
245
BDO Wealth Advisors
Florida
$8.01K +$4.52K +250 +156%
SCA
246
Stonebridge Capital Advisors
Minnesota
$7.62K
PA
247
Parallel Advisors
California
$6.92K +$90 +5 +1%
WOC
248
West Oak Capital
California
$6.25K
CFGS
249
Concourse Financial Group Securities
Alabama
$5.86K
NA
250
NewEdge Advisors
Louisiana
$5.47K -$9.7K -537 -66%

MAT Hedge Fund Activity: Q2 2023 in Review

318 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q2 2023, worth a combined $6.54B — up 3.7% from $6.31B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MAT and 30 opened new positions — a net loss of 17 holders — while 108 trimmed existing stakes and 83 added.

The largest buyer was Franklin Resources, adding an estimated $72.5M. The largest seller was Capital Research Global Investors, cutting an estimated $103M.

  • 318 institutional investors held Mattel (MAT) as of Q2 2023, down from 335 in Q1 2023.
  • Funds reported $6.54B of Mattel stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 30 funds opened new Mattel positions in Q2 2023 and 47 closed out, a net change of -17 holders.
  • The largest Mattel buyer in Q2 2023 was Franklin Resources, an estimated $72.5M added.
  • The largest Mattel seller in Q2 2023 was Capital Research Global Investors, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2023.