Mattel
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.
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: 368 → 390 (+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: 3 → 2 (-1)
66% less call options, than puts
Call options by funds: $34.3M | Put options by funds: $102M
Top Buyers
| 1 |
EIG
EdgePoint Investment Group
Toronto,
Ontario, Canada
|
+$127M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$44.4M |
| 3 |
Goldman Sachs
New York
|
+$24.9M |
| 4 |
Renaissance Technologies
New York
|
+$24.2M |
| 5 |
Dodge & Cox
San Francisco,
California
|
+$22M |
Top Sellers
| 1 |
Franklin Resources
San Mateo,
California
|
-$123M |
| 2 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$53.6M |
| 3 |
CIA
Caledonia Investments (Australia)
Sydney NSW,
Australia
|
-$37.3M |
| 4 |
BlackRock
New York
|
-$32.6M |
| 5 |
T
TOBAM
Paris,
France
|
-$13.3M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CA
401
Claro Advisors
Boston,
Massachusetts
| – | -$11K | -725 | Closed |
|
|
EWM
402
Executive Wealth Management
Brighton,
Michigan
| – | -$5.16K | -386 | -92% |
|
|
CAW
403
Cornerstone Advisors (Washington)
Bellevue,
Washington
| – | -$3K | -252 | Closed |
|
|
JA
404
JOYN Advisors
Atlanta,
Georgia
| – | -$2K | -190 | Closed |
|
|
BCA
405
Berman Capital Advisors
Atlanta,
Georgia
| – | -$601 | -45 | -78% |
|
406
Fidelity International
Hamilton,
Bermuda
| – | +$120 | +9 | New |
|
|
CA
407
Crewe Advisors
Salt Lake City,
Utah
| – | +$134 | +10 | New |
|
|
RCM
408
Requisite Capital Management
Dallas,
Texas
| – | +$160 | +12 | New |
|
|
TIM
409
Tortoise Investment Management
White Plains,
New York
| – | +$200 | +15 | New |
|
|
GWS
410
Glassman Wealth Services
Vienna,
Virginia
| – | +$227 | +17 | New |
|
|
CFB
411
Cullen/Frost Bankers
San Antonio,
Texas
| – | +$494 | +37 | New |
|
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.