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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
GWS
351
Glassman Wealth Services
Virginia
$642 – – –
SIS
352
Sound Income Strategies
Florida
$566 -$1.83K -94 -76%
BIA
353
Bell Investment Advisors
California
$529 – – –
PWMG
354
Private Wealth Management Group
New Jersey
$491 +$506 +26 New
DZ Bank
355
DZ Bank
Germany
$478 -$70K -3,600 -99%
PMFA
356
Plante Moran Financial Advisors
Michigan
$453 – – –
Kayne Anderson Rudnick Investment Management
357
Kayne Anderson Rudnick Investment Management
California
$434 – – –
GPFA
358
Game Plan Financial Advisors
Ohio
$396 +$409 +21 New
VCM
359
Versant Capital Management
Arizona
$378 – – –
KSWA
360
Kathleen S. Wright Associates
Pennsylvania
$313 – – –
FSWA
361
Financial Synergies Wealth Advisors
Texas
$304 -$117 -6 -26%
TIM
362
Tortoise Investment Management
New York
$283 – – –
GI
363
Gradient Investments
Minnesota
$254 – – –
TPCW
364
TD Private Client Wealth
New York
$227 – – –
CA
365
Crewe Advisors
Utah
$189 -$117 -6 -38%
LWANC
366
Laurel Wealth Advisors (North Carolina)
North Carolina
$189 – – –
RF
367
Robbins Farley
New Hampshire
$189 – – –
SIC
368
Salem Investment Counselors
North Carolina
$189 – – –
FG
369
Fairman Group
Pennsylvania
$189 +$195 +10 New
RS
370
Rakuten Securities
Japan
$189 +$195 +10 New
MCM
371
Manchester Capital Management
Vermont
$114 – – –
WWM
372
Wolff Wiese Magana
California
$38 – – –
ASN
373
Advisory Services Network
Georgia
$5 – – –
JCAM
374
Jericho Capital Asset Management
New York
– -$76.8M -3,487,000 Closed
MGCM
375
Mane Global Capital Management
New York
– -$27M -1,224,721 Closed
13 14
15
16 17

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.