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Mattel
MAT

312 hedge funds and large institutions have $5.4B invested in Mattel in 2019 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 77 increasing their positions, 109 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 35

16% more capital invested

Capital invested by funds: $4.64B → $5.4B (+$758M)

3% more funds holding

Funds holding: 302 → 312 (+10)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

3.15% less ownership

Funds ownership: 118.01% → 114.86% (-3.1%)

29% less repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 109

86% less call options, than puts

Call options by funds: $23.6M | Put options by funds: $173M

Holders
312
Holders Change
+10
Holders Change %
+3.31%
% of All Funds
6.15%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
51
Increased
77
Reduced
109
Closed
35
Calls
$23.6M
Puts
$173M
Net Calls
-$149M
Net Calls Change
-$71.2M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$54.7M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$52.7M
3
Renaissance Technologies
Renaissance Technologies
New York
+$13.7M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$9.1M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.32M

Top Sellers

1
BlackRock
BlackRock
New York
-$65.9M
2
JCAM
Jericho Capital Asset Management
New York
-$43.5M
3
FC
Fairpointe Capital
Illinois
-$33.2M
4
Citadel Advisors
Citadel Advisors
Florida
-$33.1M
5
SAM
Southeastern Asset Management
Tennessee
-$13.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
TI
251
tru Independence
Oregon
$4K +$4.75K +400 New
NIM
252
NuWave Investment Management
New Jersey
$3K -$6.23K -525 -70%
CFGS
253
Concourse Financial Group Securities
Alabama
$3K -$5.97K -503 -69%
BFC
254
Bedel Financial Consulting
Indiana
$3K – – –
JCM
255
Jacobi Capital Management
Pennsylvania
$3K – – –
MUS
256
Mitsubishi UFJ Securities
Japan
$3K – – –
PA
257
Parallel Advisors
California
$3K – – –
SIS
258
Sound Income Strategies
Florida
$3K – – –
RA
259
Rational Advisors
New York
$3K +$2.24K +189 +525%
MAM
260
Meeder Asset Management
Ohio
$2K -$83 -7 -5%
EARNEST Partners
261
EARNEST Partners
Georgia
$2K – – –
PFGIA
262
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
RIA
263
Realta Investment Advisors
Delaware
$2K – – –
TCOV
264
Trust Company of Vermont
Vermont
$2K – – –
Rockefeller Capital Management
265
Rockefeller Capital Management
New York
$2K +$1.06K +89 +114%
TCM
266
Tradewinds Capital Management
Washington
$2K +$1.2K +101 +1,010%
OPS
267
Orion Portfolio Solutions
Nebraska
$2K +$1.72K +145 New
HIA
268
Harbor Investment Advisory
Maryland
$2K +$1.86K +157 New
TF
269
Tompkins Financial
New York
$2K +$1.99K +168 New
WQ
270
Wealth Quarterback
New Jersey
$1.68K +$1.47K +124 New
AA
271
Advisory Alpha
Michigan
$1.44K – – –
ACM
272
Allred Capital Management
Texas
$1.35K +$1.19K +100 New
FP
273
Financial Perspectives
Minnesota
$1.35K +$1.19K +100 New
GT
274
Glenmede Trust
Pennsylvania
$1K -$3.88K -327 -71%
BWM
275
Baystate Wealth Management
Massachusetts
$1K – – –
9 10
11
12 13

MAT Hedge Fund Activity: Q4 2019 in Review

312 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q4 2019, worth a combined $5.4B — up 16% from $4.64B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new MAT positions and 35 closed out — a net gain of 16 holders — while 77 added to existing stakes and 109 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $54.7M. The largest seller was BlackRock, cutting an estimated $65.9M.

  • 312 institutional investors held Mattel (MAT) as of Q4 2019, up from 302 in Q3 2019.
  • Funds reported $5.4B of Mattel stock for Q4 2019, up 16% quarter-over-quarter.
  • 51 funds opened new Mattel positions in Q4 2019 and 35 closed out, a net change of +16 holders.
  • The largest Mattel buyer in Q4 2019 was EdgePoint Investment Group, an estimated $54.7M added.
  • The largest Mattel seller in Q4 2019 was BlackRock, an estimated $65.9M sold.

Based on aggregated 13F filings for Q4 2019.