Mattel
335 hedge funds and large institutions have $6.31B invested in Mattel in 2023 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 84 increasing their positions, 118 reducing their positions, and 55 closing their positions.
18% more call options, than puts
Call options by funds: $32M | Put options by funds: $27.1M
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
2% more capital invested
Capital invested by funds: $6.16B → $6.31B (+$144M)
2.2% less ownership
Funds ownership: 98.41% → 96.21% (-2.2%)
7% less funds holding
Funds holding: 359 → 335 (-24)
29% less repeat investments, than reductions
Existing positions increased: 84 | Existing positions reduced: 118
36% less first-time investments, than exits
New positions opened: 35 | Existing positions closed: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Alyeska Investment Group
Chicago,
Illinois
|
+$53.1M |
| 2 |
CCPM
Cooper Creek Partners Management
New York
|
+$45.4M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
+$26.8M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$23.1M |
| 5 |
SAM
Scopus Asset Management
New York
|
+$19.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$30.4M |
| 2 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
-$29.4M |
| 3 |
D.E. Shaw & Co
New York
|
-$27.9M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$22.6M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$20.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HNB
376
Huntington National Bank
Columbus,
Ohio
| – | -$12.5K | -700 | Closed |
|
377
Jones Financial Companies
Des Peres,
Missouri
| – | -$12K | -696 | Closed |
|
|
RBC
378
Romano Brothers & Co
Evanston,
Illinois
| – | -$7.14K | -400 | Closed |
|
|
MWM
379
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| – | -$4.83K | -271 | Closed |
|
|
CAS
380
Coppell Advisory Solutions
Coppell,
Texas
| – | -$3.96K | -222 | Closed |
|
|
CASC
381
Coppell Advisory Solutions Corp
Coppell,
Texas
| – | -$3.96K | -222 | Closed |
|
|
RFS
382
Retirement Financial Solutions
Knoxville,
Tennessee
| – | -$2.66K | -149 | Closed |
|
|
GIA
383
Goodwin Investment Advisory
Woodstock,
Georgia
| – | -$1.95K | -109 | Closed |
|
|
CA
384
Centerpoint Advisors
Needham,
Massachusetts
| – | -$464 | -25 | -83% |
|
|
EE
385
EWG Elevate
Roseville,
California
| – | -$339 | -19 | Closed |
|
|
HNWAG
386
High Net Worth Advisory Group
Naples,
Florida
| – | -$250 | -14 | Closed |
|
MAT Hedge Fund Activity: Q1 2023 in Review
335 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q1 2023, worth a combined $6.31B — up 2.3% from $6.16B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of MAT and 35 opened new positions — a net loss of 20 holders — while 118 trimmed existing stakes and 84 added.
The largest buyer was Alyeska Investment Group, adding an estimated $53.1M. The largest seller was Capital Research Global Investors, cutting an estimated $30.4M.
- 335 institutional investors held Mattel (MAT) as of Q1 2023, down from 359 in Q4 2022.
- Funds reported $6.31B of Mattel stock for Q1 2023, up 2.3% quarter-over-quarter.
- 35 funds opened new Mattel positions in Q1 2023 and 55 closed out, a net change of -20 holders.
- The largest Mattel buyer in Q1 2023 was Alyeska Investment Group, an estimated $53.1M added.
- The largest Mattel seller in Q1 2023 was Capital Research Global Investors, an estimated $30.4M sold.
Based on aggregated 13F filings for Q1 2023.