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368 hedge funds and large institutions have $4.34B invested in Mattel in 2018 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 100 increasing their positions, 139 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

6.99% more ownership

Funds ownership: 119.03%126.02% (+7%)

6% less funds holding

Funds holding: 391368 (-23)

28% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 68

28% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 139

32% less capital invested

Capital invested by funds: $6.43B → $4.34B (-$2.09B)

45% less call options, than puts

Call options by funds: $46.3M | Put options by funds: $84.4M

Holders
368
Holders Change
-23
Holders Change %
-5.88%
% of All Funds
8.2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
49
Increased
100
Reduced
139
Closed
68
Calls
$46.3M
Puts
$84.4M
Net Calls
-$38.1M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
401
Avantax Planning Partners
Iowa
-$4K -266 Closed
TPWA
402
TRUE Private Wealth Advisors
Oregon
-$3.23K -206 Closed
TC
403
Trilogy Capital
California
-$3K -200 Closed
WC
404
Whitney & Co
New York
-$3K -194 Closed
GWS
405
Glassman Wealth Services
Virginia
-$3K -190 Closed
PVH
406
Psagot Value Holdings
Israel
-$3K -186 Closed
PFBT
407
Parkside Financial Bank & Trust
Missouri
-$2.45K -185 -95%
QCG
408
Quadrant Capital Group
Ohio
-$1.84K -139 -71%
PCG
409
Private Capital Group
Connecticut
-$2K -131 Closed
TWA
410
TCI Wealth Advisors
Arizona
-$1.46K -110 -86%
GP
411
Girard Partners
Pennsylvania
-$1K -100 Closed
PWAG
412
Polaris Wealth Advisory Group
California
-$2K -100 Closed
WAM
413
Wakefield Asset Management
Colorado
-$1K -86 Closed
PCP
414
Proficio Capital Partners
Massachusetts
-$821 -62 Closed
FC
415
Ferris Capital
Massachusetts
-$1K -42 Closed
FHA
416
Flagship Harbor Advisors
Massachusetts
-$13 -1 -1%
MWA
417
Meridian Wealth Advisors
Texas
+$13 +1 New
Marshall Wace
418
Marshall Wace
United Kingdom
+$66 +5 New
WANY
419
Wealthspire Advisors (New York)
New York
+$344 +26 New
LWM
420
Liberty Wealth Management
California
+$583 +44 New
WCM
421
WealthBridge Capital Management
Ohio
+$583 +44 New
MOS
422
MGO One Seven
Ohio
+$636 +48 New
BCA
423
Berman Capital Advisors
Georgia
+$768 +58 New

MAT Hedge Fund Activity: Q4 2018 in Review

368 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q4 2018, worth a combined $4.34B — down 32% from $6.43B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of MAT and 49 opened new positions — a net loss of 19 holders — while 139 trimmed existing stakes and 100 added.

The largest buyer was Capital Research Global Investors, adding an estimated $238M. The largest seller was Ardevora Asset Management, exiting entirely with an estimated $34.6M sold.

  • 368 institutional investors held Mattel (MAT) as of Q4 2018, down from 391 in Q3 2018.
  • Funds reported $4.34B of Mattel stock for Q4 2018, down 32% quarter-over-quarter.
  • 49 funds opened new Mattel positions in Q4 2018 and 68 closed out, a net change of -19 holders.
  • The largest Mattel buyer in Q4 2018 was Capital Research Global Investors, an estimated $238M added.
  • The largest Mattel seller in Q4 2018 was Ardevora Asset Management, an estimated $34.6M sold.

Based on aggregated 13F filings for Q4 2018.