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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
VCM
301
Versant Capital Management
Arizona
$762 +$524 +29 +290%
HRC
302
Hoertkorn Richard Charles
$743
CWA
303
Clearview Wealth Advisors
Oregon
$743 +$542 +30 +375%
RFG
304
RFP Financial Group
Georgia
$703
GWS
305
Glassman Wealth Services
Virginia
$586 +$36 +2 +7%
BIA
306
Bell Investment Advisors
California
$548 +$506 +28 New
LWP
307
Lumature Wealth Partners
Georgia
$391
FSWA
308
Financial Synergies Wealth Advisors
Texas
$333
PAI
309
Pittenger & Anderson Inc
Nebraska
$333
CSPIA
310
Cary Street Partners Investment Advisory
Virginia
$313
TIM
311
Tortoise Investment Management
New York
$293
GI
312
Gradient Investments
Minnesota
$263
CA
313
Crewe Advisors
Utah
$196
JWM
314
Janiczek Wealth Management
Colorado
$196
RF
315
Robbins Farley
New Hampshire
$98
WWM
316
Wolff Wiese Magana
California
$40
TWD
317
True Wealth Design
Ohio
$20
MVP
318
Miller Value Partners
Florida
-$60.2M -3,271,319 Closed
SAM
319
Scopus Asset Management
New York
-$19.3M -1,050,000 Closed
Balyasny Asset Management
320
Balyasny Asset Management
Illinois
-$8.9M -483,376 Closed
Marshall Wace
321
Marshall Wace
United Kingdom
-$7.85M -426,536 Closed
WMSA
322
Weiss Multi-Strategy Advisers
New York
-$4.32M -234,484 Closed
PMEF
323
Point72 Middle East FZE
United Arab Emirates
-$3.4M -184,445 Closed
GLA
324
Great Lakes Advisors
Illinois
-$2.6M -141,176 Closed
GCM
325
Graham Capital Management
Connecticut
-$2.29M -124,302 Closed

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.