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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
NFH
326
NEXT Financial Holdings
Texas
$5K +$4.86K +364 New
GWM
327
Geneos Wealth Management
Colorado
$4K
AF
328
Allworth Financial
California
$4K +$1.6K +120 +76%
PA
329
Parallel Advisors
California
$3K -$2.86K -214 -52%
VCM
330
Versant Capital Management
Arizona
$3K -$414 -31 -10%
BFC
331
Bedel Financial Consulting
Indiana
$3K
JCM
332
Jacobi Capital Management
Pennsylvania
$3K
LC
333
Lindbrook Capital
California
$3K
ME
334
McIlrath & Eck
Washington
$3K
MUS
335
Mitsubishi UFJ Securities
Japan
$3K
SIS
336
Sound Income Strategies
Florida
$3K
CAM
337
Cresset Asset Management
Illinois
$3K +$134 +10 +5%
BHWM
338
Bay Harbor Wealth Management
Maryland
$3K +$989 +74 +38%
TWA
339
TCI Wealth Advisors
Arizona
$3K +$2.43K +182 +1,011%
GSWM
340
Golden State Wealth Management
California
$3K +$2.67K +200 New
RCAG
341
Rehmann Capital Advisory Group
Michigan
$2.08K
TCOV
342
Trust Company of Vermont
Vermont
$2K -$25.1K -1,878 -94%
CFA
343
Carroll Financial Associates
North Carolina
$2K -$1.08K -81 -30%
CHP
344
Cable Hill Partners
Oregon
$2K
CRC
345
Curi RMB Capital
Illinois
$2K
DBT
346
Dubuque Bank & Trust
Iowa
$2K
EARNEST Partners
347
EARNEST Partners
Georgia
$2K
MNBTD
348
Moody National Bank Trust Division
Texas
$2K
MFW
349
Mosaic Family Wealth
Missouri
$2K
PFGIA
350
Patriot Financial Group Insurance Agency
Massachusetts
$2K

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.