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335 hedge funds and large institutions have $6.31B invested in Mattel in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 84 increasing their positions, 118 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more call options, than puts

Call options by funds: $32M | Put options by funds: $27.1M

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

2% more capital invested

Capital invested by funds: $6.16B → $6.31B (+$144M)

2.2% less ownership

Funds ownership: 98.41%96.21% (-2.2%)

7% less funds holding

Funds holding: 359335 (-24)

29% less repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 118

36% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 55

Holders
335
Holders Change
-24
Holders Change %
-6.69%
% of All Funds
5.34%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
35
Increased
84
Reduced
118
Closed
55
Calls
$32M
Puts
$27.1M
Net Calls
+$4.89M
Net Calls Change
+$8.89M
Name Holding Trade Value Shares
Change
Change in
Stake
FCB
301
First Command Bank
Texas
$921
FCFS
302
First Command Financial Services
Texas
$921
GWM
303
Geneos Wealth Management
Colorado
$921
TCPG
304
Trivant Custom Portfolio Group
California
$921 +$929 +50 New
FHA
305
First Horizon Advisors
Tennessee
$883 +$892 +48 New
AAS
306
Ameritas Advisory Services
Nebraska
$809 +$873 +47 New
GRP
307
Global Retirement Partners
California
$790 +$817 +44 New
RA
308
Rise Advisors
New York
$782 -$576 -31 -42%
JWA
309
JFS Wealth Advisors
Pennsylvania
$755 -$1.54K -83 -67%
SIC
310
SJS Investment Consulting
Ohio
$755 -$204 -11 -21%
HWA
311
HHM Wealth Advisors
Tennessee
$737
HRC
312
Hoertkorn Richard Charles
$700
RFG
313
RFP Financial Group
Georgia
$663
GWS
314
Glassman Wealth Services
Virginia
$515 -$149 -8 -22%
LWP
315
Lumature Wealth Partners
Georgia
$368
Commonwealth Equity Services
316
Commonwealth Equity Services
Massachusetts
$367 +$70.1K +3,771 +23%
TWA
317
TCI Wealth Advisors
Arizona
$332 +$167 +9 +100%
FSWA
318
Financial Synergies Wealth Advisors
Texas
$313
PAI
319
Pittenger & Anderson Inc
Nebraska
$313
CSPIA
320
Cary Street Partners Investment Advisory
Virginia
$295 +$297 +16 New
TIM
321
Tortoise Investment Management
New York
$276
GI
322
Gradient Investments
Minnesota
$247
CA
323
Crewe Advisors
Utah
$185
VCM
324
Versant Capital Management
Arizona
$184
JWM
325
Janiczek Wealth Management
Colorado
$178

MAT Hedge Fund Activity: Q1 2023 in Review

335 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q1 2023, worth a combined $6.31B — up 2.3% from $6.16B a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of MAT and 35 opened new positions — a net loss of 20 holders — while 118 trimmed existing stakes and 84 added.

The largest buyer was Alyeska Investment Group, adding an estimated $53.1M. The largest seller was Capital Research Global Investors, cutting an estimated $30.4M.

  • 335 institutional investors held Mattel (MAT) as of Q1 2023, down from 359 in Q4 2022.
  • Funds reported $6.31B of Mattel stock for Q1 2023, up 2.3% quarter-over-quarter.
  • 35 funds opened new Mattel positions in Q1 2023 and 55 closed out, a net change of -20 holders.
  • The largest Mattel buyer in Q1 2023 was Alyeska Investment Group, an estimated $53.1M added.
  • The largest Mattel seller in Q1 2023 was Capital Research Global Investors, an estimated $30.4M sold.

Based on aggregated 13F filings for Q1 2023.