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Mattel
MAT

294 hedge funds and large institutions have $4B invested in Mattel in 2020 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 65 increasing their positions, 106 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more capital invested

Capital invested by funds: $3.43B → $4B (+$572M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

3% less funds holding

Funds holding: 303 → 294 (-9)

3.07% less ownership

Funds ownership: 102.09% → 99.02% (-3.1%)

16% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 43

39% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 106

87% less call options, than puts

Call options by funds: $15.6M | Put options by funds: $123M

Holders
294
Holders Change
-9
Holders Change %
-2.97%
% of All Funds
5.93%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
36
Increased
65
Reduced
106
Closed
43
Calls
$15.6M
Puts
$123M
Net Calls
-$107M
Net Calls Change
-$52M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$19.9M
2
Millennium Management
Millennium Management
New York
+$16.9M
3
SAM
Scopus Asset Management
New York
+$16.7M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$14.4M
5
FCM
Frontier Capital Management
Massachusetts
+$11.5M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$119M
2
BlackRock
BlackRock
New York
-$21.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
-$20.1M
4
Marshall Wace
Marshall Wace
United Kingdom
-$13.3M
5
SAM
Southeastern Asset Management
Tennessee
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
AW
251
Avion Wealth
Texas
$2K – – –
EARNEST Partners
252
EARNEST Partners
Georgia
$2K – – –
HIA
253
Harbor Investment Advisory
Maryland
$2K – – –
JCM
254
Jacobi Capital Management
Pennsylvania
$2K – – –
PFGIA
255
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
SIS
256
Sound Income Strategies
Florida
$2K – – –
WT
257
Washington Trust
Rhode Island
$2K +$1.48K +133 New
FP
258
Financial Perspectives
Minnesota
$1.17K – – –
CFFP
259
Center for Financial Planning
Michigan
$1K – – –
FCB
260
First Command Bank
Texas
$1K – – –
FCFS
261
First Command Financial Services
Texas
$1K – – –
GT
262
Glenmede Trust
Pennsylvania
$1K – – –
LC
263
Lindbrook Capital
California
$1K – – –
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$1K – – –
TFO
265
Tarbox Family Office
California
$1K – – –
TCOV
266
Trust Company of Vermont
Vermont
$1K – – –
VFA
267
Valeo Financial Advisors
Indiana
$1K – – –
AWM
268
Adams Wealth Management
Utah
$1K +$500 +45 New
CCM
269
Covington Capital Management
California
$1K +$555 +50 New
AIM
270
Anchor Investment Management
South Carolina
$644 – – –
TPCW
271
TD Private Client Wealth
New York
$152 – – –
WIM
272
Westside Investment Management
California
$2 – – –
MC
273
Maverick Capital
Texas
– -$2.94M -304,276 Closed
C
274
Cerebellum
California
– -$3.3M -214,691 Closed
PCM
275
Prelude Capital Management
New York
– -$1.25M -129,433 Closed
9 10
11
12 13

MAT Hedge Fund Activity: Q3 2020 in Review

294 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q3 2020, worth a combined $4B — up 17% from $3.43B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of MAT and 36 opened new positions — a net loss of 7 holders — while 106 trimmed existing stakes and 65 added.

The largest buyer was Massachusetts Financial Services, adding an estimated $19.9M. The largest seller was Dodge & Cox, cutting an estimated $119M.

  • 294 institutional investors held Mattel (MAT) as of Q3 2020, down from 303 in Q2 2020.
  • Funds reported $4B of Mattel stock for Q3 2020, up 17% quarter-over-quarter.
  • 36 funds opened new Mattel positions in Q3 2020 and 43 closed out, a net change of -7 holders.
  • The largest Mattel buyer in Q3 2020 was Massachusetts Financial Services, an estimated $19.9M added.
  • The largest Mattel seller in Q3 2020 was Dodge & Cox, an estimated $119M sold.

Based on aggregated 13F filings for Q3 2020.