We are live on ! Find out more

359 hedge funds and large institutions have $6.16B invested in Mattel in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 107 increasing their positions, 112 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.2% more ownership

Funds ownership: 98.21%98.41% (+0.2%)

4% less repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 112

8% less call options, than puts

Call options by funds: $49.4M | Put options by funds: $53.4M

4% less funds holding

Funds holding: 374359 (-15)

6% less capital invested

Capital invested by funds: $6.52B → $6.16B (-$359M)

15% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 61

22% less funds holding in top 10

Funds holding in top 10: 97 (-2)

Holders
359
Holders Change
-15
Holders Change %
-4.01%
% of All Funds
5.77%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.11%
New
52
Increased
107
Reduced
112
Closed
61
Calls
$49.4M
Puts
$53.4M
Net Calls
-$4.01M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
326
Roble Belko & Company
Pennsylvania
$1K
SIC
327
SJS Investment Consulting
Ohio
$928 +$326 +18 +53%
AF
328
Advisornet Financial
Minnesota
$928 +$943 +52 New
AIM
329
Anchor Investment Management
South Carolina
$892 -$91 -5 -9%
GWM
330
Geneos Wealth Management
Colorado
$892
HWA
331
HHM Wealth Advisors
Tennessee
$714 +$725 +40 New
EI
332
Ellevest Inc
New York
$696 -$15.9K -879 -96%
HRC
333
Hoertkorn Richard Charles
$678
GWS
334
Glassman Wealth Services
Virginia
$642 +$145 +8 +29%
RFG
335
RFP Financial Group
Georgia
$642 +$653 +36 New
DI
336
Disciplined Investments
Oklahoma
$392 -$417 -23 -51%
LWP
337
Lumature Wealth Partners
Georgia
$357
EE
338
EWG Elevate
California
$339 +$344 +19 New
PAG
339
Private Advisor Group
New Jersey
$323 -$6.49K -358 -2%
FSWA
340
Financial Synergies Wealth Advisors
Texas
$304
PAI
341
Pittenger & Anderson Inc
Nebraska
$303
TIM
342
Tortoise Investment Management
New York
$268
HNWAG
343
High Net Worth Advisory Group
Florida
$250
GI
344
Gradient Investments
Minnesota
$240
JWM
345
Janiczek Wealth Management
Colorado
$202
CWA
346
Clearview Wealth Advisors
Oregon
$178
CA
347
Crewe Advisors
Utah
$178
VCM
348
Versant Capital Management
Arizona
$178
TWA
349
TCI Wealth Advisors
Arizona
$161 -$109 -6 -40%
RF
350
Robbins Farley
New Hampshire
$89

MAT Hedge Fund Activity: Q4 2022 in Review

359 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q4 2022, worth a combined $6.16B — down 5.5% from $6.52B a quarter earlier.

Sellers outnumbered buyers: 61 funds closed out of MAT and 52 opened new positions — a net loss of 9 holders — while 112 trimmed existing stakes and 107 added.

The largest buyer was EdgePoint Investment Group, adding an estimated $198M. The largest seller was Frontier Capital Management, cutting an estimated $65.6M.

  • 359 institutional investors held Mattel (MAT) as of Q4 2022, down from 374 in Q3 2022.
  • Funds reported $6.16B of Mattel stock for Q4 2022, down 5.5% quarter-over-quarter.
  • 52 funds opened new Mattel positions in Q4 2022 and 61 closed out, a net change of -9 holders.
  • The largest Mattel buyer in Q4 2022 was EdgePoint Investment Group, an estimated $198M added.
  • The largest Mattel seller in Q4 2022 was Frontier Capital Management, an estimated $65.6M sold.

Based on aggregated 13F filings for Q4 2022.