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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
ME
251
McIlrath & Eck
Washington
$5.06K
CFD
252
Creative Financial Designs
Indiana
$4.88K
WPA
253
West Paces Advisors
Georgia
$4.38K
WP
254
WealthPLAN Partners
Nebraska
$4.22K
VF
255
VitalStone Financial
Texas
$4K
TPCW
256
TD Private Client Wealth
New York
$3.93K
CAS
257
Coppell Advisory Solutions
Texas
$3.92K +$3.69K +204 New
IWP
258
IAG Wealth Partners
Wisconsin
$3.91K
UB
259
UMB Bank
Missouri
$3.91K
SSB
260
Sandy Spring Bank
Maryland
$3.62K
EARNEST Partners
261
EARNEST Partners
Georgia
$3.17K
SWA
262
Sutton Wealth Advisors
Florida
$3.17K
PP
263
PFS Partners
New Jersey
$3.15K
CSWM
264
Cassady Schiller Wealth Management
Ohio
$3.07K
AW
265
Avion Wealth
Texas
$3K
JWA
266
JFS Wealth Advisors
Pennsylvania
$2.97K +$2K +111 +271%
HIA
267
Harbor Investment Advisory
Maryland
$2.97K
CCM
268
Chilton Capital Management
Texas
$2.93K
HI
269
Harbour Investments
Wisconsin
$2.81K
IA
270
IFP Advisors
Florida
$2.64K +$434 +24 +22%
WTA
271
Washington Trust Advisors
Massachusetts
$2.6K
SIS
272
Sound Income Strategies
Florida
$2.42K
TCOV
273
Trust Company of Vermont
Vermont
$2.35K
CMP
274
Coston McIsaac & Partners
Maine
$2K
BWL
275
Bogart Wealth LLC
Virginia
$1.95K

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.