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390 hedge funds and large institutions have $5.65B invested in Mattel in 2019 Q1 according to their latest regulatory filings, with 58 funds opening new positions, 114 increasing their positions, 138 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 33

30% more capital invested

Capital invested by funds: $4.34B → $5.65B (+$1.3B)

6% more funds holding

Funds holding: 368390 (+22)

0.27% less ownership

Funds ownership: 126.02%125.75% (-0.27%)

17% less repeat investments, than reductions

Existing positions increased: 114 | Existing positions reduced: 138

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

66% less call options, than puts

Call options by funds: $34.3M | Put options by funds: $102M

Holders
390
Holders Change
+22
Holders Change %
+5.98%
% of All Funds
8.44%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
58
Increased
114
Reduced
138
Closed
33
Calls
$34.3M
Puts
$102M
Net Calls
-$67.7M
Net Calls Change
-$29.7M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
276
CSat Investment Advisory
Michigan
$52K -$16.3K -1,221 -23%
PFSC
277
Peoples Financial Services Corp
Pennsylvania
$52K
SWA
278
Sutton Wealth Advisors
Florida
$45K
CBOA
279
Commonwealth Bank of Australia
Australia
$43K +$4.94K +370 +12%
AIM
280
Assured Investment Management
New York
$39K -$1.07M -79,793 -96%
LS
281
Livforsakringsbolaget Skandia
Sweden
$39K
OIA
282
Optimum Investment Advisors
Illinois
$39K
LA
283
Legacy Advisors
Pennsylvania
$39K +$40.1K +3,000 New
Capstone Investment Advisors
284
Capstone Investment Advisors
New York
$39K +$40.3K +3,017 New
WAM
285
Wealthspire Advisors (Maryland)
Maryland
$37K -$174 -13 -0.5%
AOWM
286
Alpha Omega Wealth Management
Virginia
$32K -$935 -70 -3%
ASN
287
Advisory Services Network
Georgia
$30K -$13.4K -1,000 -30%
SF
288
Synovus Financial
Georgia
$27K
QCG
289
Quadrant Capital Group
Ohio
$24K +$24.1K +1,803 +3,163%
CFG
290
CKW Financial Group
Hawaii
$22K
WT
291
Whittier Trust
California
$21K -$1.59K -119 -7%
GWMIA
292
Global Wealth Management Investment Advisory
Florida
$20K
Fifth Third Bancorp
293
Fifth Third Bancorp
Ohio
$18K -$9.9K -741 -34%
VFA
294
Valeo Financial Advisors
Indiana
$18K
VanEck Associates
295
VanEck Associates
New York
$17K +$200 +15 +1%
RA
296
Rational Advisors
New York
$16K +$14.6K +1,095 +716%
CCM
297
Covington Capital Management
California
$15K
ClearBridge Investments
298
ClearBridge Investments
New York
$14K
FANJ
299
Financial Architects (New Jersey)
New Jersey
$13K
OC
300
Oakworth Capital
Alabama
$13K

MAT Hedge Fund Activity: Q1 2019 in Review

390 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q1 2019, worth a combined $5.65B — up 30% from $4.34B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new MAT positions and 33 closed out — a net gain of 25 holders — while 114 added to existing stakes and 138 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $127M. The largest seller was Franklin Resources, cutting an estimated $123M.

  • 390 institutional investors held Mattel (MAT) as of Q1 2019, up from 368 in Q4 2018.
  • Funds reported $5.65B of Mattel stock for Q1 2019, up 30% quarter-over-quarter.
  • 58 funds opened new Mattel positions in Q1 2019 and 33 closed out, a net change of +25 holders.
  • The largest Mattel buyer in Q1 2019 was EdgePoint Investment Group, an estimated $127M added.
  • The largest Mattel seller in Q1 2019 was Franklin Resources, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2019.