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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
TF
326
Tompkins Financial
New York
$1.89K – – –
SIC
327
SJS Investment Consulting
Ohio
$1.83K -$39 -2 -2%
CFFP
328
Center for Financial Planning
Michigan
$1.83K – – –
SWM
329
Sanctuary Wealth Management
Idaho
$1.83K – – –
PFBT
330
Parkside Financial Bank & Trust
Missouri
$1.7K – – –
CB
331
CNB Bank
Pennsylvania
$1.66K – – –
JWM
332
Janiczek Wealth Management
Colorado
$1.55K -$195 -10 -11%
AF
333
Advisornet Financial
Minnesota
$1.3K -$117 -6 -8%
GIA
334
GHP Investment Advisors
Colorado
$1.25K -$15.5K -795 -92%
PCFFS
335
Pacific Center for Financial Services
California
$1.17K – – –
RTL
336
Red Tortoise LLC
Georgia
$1.08K – – –
KFS
337
Kelly Financial Services
Massachusetts
$1.03K – – –
NS
338
NBC Securities
Alabama
$1K -$19 -1 -1%
RBC
339
Roble Belko & Company
Pennsylvania
$1K – – –
AIM
340
Anchor Investment Management
South Carolina
$944 – – –
GWM
341
Geneos Wealth Management
Colorado
$944 – – –
TCPG
342
Trivant Custom Portfolio Group
California
$944 – – –
QC
343
Quent Capital
New York
$831 +$856 +44 New
GRP
344
Global Retirement Partners
California
$787 -$117 -6 -12%
HWA
345
HHM Wealth Advisors
Tennessee
$756 – – –
DPW
346
DiNuzzo Private Wealth
Pennsylvania
$756 +$778 +40 New
TC
347
Truvestments Capital
Florida
$755 – – –
HRC
348
Hoertkorn Richard Charles
$717 – – –
RFG
349
RFP Financial Group
Georgia
$680 – – –
S
350
Sachetta
Massachusetts
$661 +$681 +35 New
12 13
14
15 16

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.