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Mattel
MAT

375 hedge funds and large institutions have $6.34B invested in Mattel in 2023 Q4 according to their latest regulatory filings, with 72 funds opening new positions, 93 increasing their positions, 118 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more call options, than puts

Call options by funds: $66.9M | Put options by funds: $46.1M

44% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 50

5% more funds holding

Funds holding: 356 → 375 (+19)

0.93% more ownership

Funds ownership: 94.18% → 95.11% (+0.93%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

14% less capital invested

Capital invested by funds: $7.35B → $6.34B (-$1.01B)

21% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 118

Holders
375
Holders Change
+19
Holders Change %
+5.34%
% of All Funds
5.47%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
72
Increased
93
Reduced
118
Closed
50
Calls
$66.9M
Puts
$46.1M
Net Calls
+$20.9M
Net Calls Change
-$3.14M

Top Buyers

1
EIG
EdgePoint Investment Group
Ontario, Canada
+$80.1M
2
IAM
Ion Asset Management
Israel
+$50.8M
3
Morgan Stanley
Morgan Stanley
New York
+$28.3M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$27.4M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$24.8M

Top Sellers

1
Alyeska Investment Group
Alyeska Investment Group
Illinois
-$79.2M
2
JCAM
Jericho Capital Asset Management
New York
-$76.8M
3
Franklin Resources
Franklin Resources
California
-$65.1M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$63.2M
5
FCM
Frontier Capital Management
Massachusetts
-$38M
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
301
NewEdge Advisors
Louisiana
$5.29K – – –
VF
302
VitalStone Financial
Texas
$5K – – –
ME
303
McIlrath & Eck
Washington
$4.89K – – –
FFA
304
Farther Finance Advisors
California
$4.49K +$3.17K +163 +217%
WPA
305
West Paces Advisors
Georgia
$4.23K – – –
AW
306
Avion Wealth
Texas
$4K – – –
MSG
307
Main Street Group
Virginia
$3.79K +$3.91K +201 New
UB
308
UMB Bank
Missouri
$3.78K – – –
RDFA
309
Ritter Daniher Financial Advisory
Ohio
$3.72K – – –
JWA
310
JFS Wealth Advisors
Pennsylvania
$3.53K -$506 -26 -12%
SSB
311
Sandy Spring Bank
Maryland
$3.49K – – –
Mitsubishi UFJ Asset Management
312
Mitsubishi UFJ Asset Management
Japan
$3.15K – – –
CAS
313
Coppell Advisory Solutions
Texas
$3.1K -$1.13K -58 -26%
PP
314
PFS Partners
New Jersey
$3.04K – – –
CSWM
315
Cassady Schiller Wealth Management
Ohio
$2.96K – – –
HIA
316
Harbor Investment Advisory
Maryland
$2.89K – – –
FHA
317
First Horizon Advisors
Tennessee
$2.87K -$3.37K -173 -53%
CCM
318
Chilton Capital Management
Texas
$2.83K – – –
BC
319
Broadwater Capital
Massachusetts
$2.83K +$2.92K +150 New
HI
320
Harbour Investments
Wisconsin
$2.72K – – –
WTA
321
Washington Trust Advisors
Massachusetts
$2.51K – – –
CMP
322
Coston McIsaac & Partners
Maine
$2K – – –
VWM
323
Venturi Wealth Management
Texas
$1.89K -$1.46K -75 -43%
CTC
324
Central Trust Company
Missouri
$1.89K – – –
FP
325
Financial Perspectives
Minnesota
$1.89K – – –
11 12
13
14 15

MAT Hedge Fund Activity: Q4 2023 in Review

375 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q4 2023, worth a combined $6.34B — down 14% from $7.35B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new MAT positions and 50 closed out — a net gain of 22 holders — while 93 added to existing stakes and 118 trimmed.

The largest buyer was EdgePoint Investment Group, adding an estimated $80.1M. The largest seller was Alyeska Investment Group, cutting an estimated $79.2M.

  • 375 institutional investors held Mattel (MAT) as of Q4 2023, up from 356 in Q3 2023.
  • Funds reported $6.34B of Mattel stock for Q4 2023, down 14% quarter-over-quarter.
  • 72 funds opened new Mattel positions in Q4 2023 and 50 closed out, a net change of +22 holders.
  • The largest Mattel buyer in Q4 2023 was EdgePoint Investment Group, an estimated $80.1M added.
  • The largest Mattel seller in Q4 2023 was Alyeska Investment Group, an estimated $79.2M sold.

Based on aggregated 13F filings for Q4 2023.