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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
WEC
351
Winslow Evans & Crocker
Massachusetts
$2K
ZB
352
Zions Bancorporation
Utah
$2K +$1.64K +123 New
PFBT
353
Parkside Financial Bank & Trust
Missouri
$2K +$1.72K +129 +1,290%
Rockefeller Capital Management
354
Rockefeller Capital Management
New York
$2K +$1.82K +136 New
IWP
355
Icon Wealth Partners
Texas
$2K +$1.99K +149 New
RIA
356
Realta Investment Advisors
Delaware
$2K +$2.67K +200 New
MPWT
357
MassMutual Private Wealth & Trust
Connecticut
$1.78K +$1.83K +137 New
AA
358
Advisory Alpha
Michigan
$1.16K +$1.34K +100 New
NSIM
359
North Star Investment Management
Illinois
$1K -$6.68K -500 -81%
SWM
360
SeaCrest Wealth Management
New York
$1K -$374 -28 -31%
BWM
361
Baystate Wealth Management
Massachusetts
$1K
CCM
362
Cribstone Capital Management
Maine
$1K
FCB
363
First Command Bank
Texas
$1K
FCFS
364
First Command Financial Services
Texas
$1K
HRC
365
Hoertkorn Richard Charles
$1K
KPW
366
Kore Private Wealth
New York
$1K
PWM
367
PRW Wealth Management
Massachusetts
$1K
SFG
368
SevenBridge Financial Group
Pennsylvania
$1K
WCM
369
WealthBridge Capital Management
Ohio
$1K
TC
370
Truvestments Capital
Florida
$1K +$708 +53 New
BBHC
371
Brown Brothers Harriman & Co
New York
$1K +$761 +57 New
JPLA
372
Joseph P. Lucia & Associates
New York
$400 +$72.3K +5,412 New
GT
373
Glenmede Trust
Pennsylvania
$18 -$4.72K -353 -20%
CIA
374
Caledonia Investments (Australia)
Australia
-$37.3M -3,729,548 Closed
SC
375
Sculptor Capital
New York
-$2.4M -240,200 Closed

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.