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358 hedge funds and large institutions have $7.55B invested in Mattel in 2021 Q4 according to their latest regulatory filings, with 66 funds opening new positions, 98 increasing their positions, 108 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 48 (+4)

57% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 42

16% more capital invested

Capital invested by funds: $6.49B → $7.55B (+$1.05B)

6% more funds holding

Funds holding: 339358 (+19)

0.22% less ownership

Funds ownership: 100.26%100.04% (-0.22%)

9% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 108

64% less call options, than puts

Call options by funds: $24M | Put options by funds: $65.9M

Holders
358
Holders Change
+19
Holders Change %
+5.6%
% of All Funds
5.51%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.12%
New
66
Increased
98
Reduced
108
Closed
42
Calls
$24M
Puts
$65.9M
Net Calls
-$41.9M
Net Calls Change
-$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
301
Sound Income Strategies
Florida
$3K
ADL
302
Asset Dedication LLC
California
$3K +$2.52K +120 New
TCOV
303
Trust Company of Vermont
Vermont
$3K +$2.52K +120 New
WTA
304
Washington Trust Advisors
Massachusetts
$3K +$2.79K +133 New
CCM
305
Chilton Capital Management
Texas
$3K +$3.15K +150 New
FP
306
Financial Perspectives
Minnesota
$2.16K
DFCM
307
Dark Forest Capital Management
Puerto Rico
$2K -$107K -5,117 -98%
NFG
308
Next Financial Group
Texas
$2K -$11.5K -550 -85%
SWM
309
Spire Wealth Management
Virginia
$2K -$1.05K -50 -41%
CFFP
310
Center for Financial Planning
Michigan
$2K
CTC
311
Central Trust Company
Missouri
$2K
CB
312
CNB Bank
Pennsylvania
$2K
FHA
313
First Horizon Advisors
Tennessee
$2K
PFBT
314
Parkside Financial Bank & Trust
Missouri
$2K
TC
315
Truvestments Capital
Florida
$2K
BBPWM
316
Blue Bell Private Wealth Management
Pennsylvania
$2K +$2.1K +100 New
BWL
317
Bogart Wealth LLC
Virginia
$2K +$2.1K +100 New
IAG
318
Investmark Advisory Group
Connecticut
$2K +$2.75K +131 New
RA
319
Rise Advisors
New York
$1.58K +$1.55K +74 New
TPCW
320
TD Private Client Wealth
New York
$1.36K +$1.05K +50 +385%
AIM
321
Anchor Investment Management
South Carolina
$1.19K
MPWT
322
MassMutual Private Wealth & Trust
Connecticut
$1K -$20.3K -968 -98%
IA
323
IFP Advisors
Florida
$1K -$608 -29 -73%
GWS
324
Glassman Wealth Services
Virginia
$1K -$42 -2 -7%
BIA
325
Bell Investment Advisors
California
$1K

MAT Hedge Fund Activity: Q4 2021 in Review

358 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q4 2021, worth a combined $7.55B — up 16% from $6.49B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new MAT positions and 42 closed out — a net gain of 24 holders — while 98 added to existing stakes and 108 trimmed.

The largest buyer was Miller Value Partners, opening a new position worth an estimated $84.3M. The largest seller was EdgePoint Investment Group, cutting an estimated $131M.

  • 358 institutional investors held Mattel (MAT) as of Q4 2021, up from 339 in Q3 2021.
  • Funds reported $7.55B of Mattel stock for Q4 2021, up 16% quarter-over-quarter.
  • 66 funds opened new Mattel positions in Q4 2021 and 42 closed out, a net change of +24 holders.
  • The largest Mattel buyer in Q4 2021 was Miller Value Partners, an estimated $84.3M added.
  • The largest Mattel seller in Q4 2021 was EdgePoint Investment Group, an estimated $131M sold.

Based on aggregated 13F filings for Q4 2021.