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503 hedge funds and large institutions have $20.1B invested in Mattel in 2013 Q3 according to their latest regulatory filings, with 55 funds opening new positions, 197 increasing their positions, 182 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more capital invested

Capital invested by funds: $13.8B → $20.1B (+$6.36B)

46% more call options, than puts

Call options by funds: $67.9M | Put options by funds: $46.5M

8% more repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 182

5% less first-time investments, than exits

New positions opened: 55 | Existing positions closed: 58

2% less funds holding

Funds holding: 511503 (-8)

40% less funds holding in top 10

Funds holding in top 10: 106 (-4)

Holders
503
Holders Change
-8
Holders Change %
-1.57%
% of All Funds
16.31%
Holding in Top 10
6
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-40%
% of All Funds
0.19%
New
55
Increased
197
Reduced
182
Closed
58
Calls
$67.9M
Puts
$46.5M
Net Calls
+$21.4M
Net Calls Change
+$12M
Name Holding Trade Value Shares
Change
Change in
Stake
DIA
451
Davidson Investment Advisors
Montana
$50K
PI
452
PineBridge Investments
New York
$50K +$42.4K +991 +474%
ITIM
453
Indiana Trust & Investment Management
Indiana
$50K +$50.7K +1,185 New
PTC
454
Private Trust Company
Ohio
$48K +$1.88K +44 +4%
OSAM
455
O'Shaughnessy Asset Management
Connecticut
$46K +$24.1K +564 +105%
HCC
456
Hirtle Callaghan & Co
Pennsylvania
$41K +$41.8K +977 New
Bessemer Group
457
Bessemer Group
New Jersey
$40K -$21.2K -496 -34%
ECM
458
ETrade Capital Management
Virginia
$38K +$428 +10 +1%
FBT
459
Founders Bank & Trust
Michigan
$32K
SNT
460
Security National Trust
West Virginia
$32K
KTC
461
Kistler-Tiffany Companies
Pennsylvania
$32K +$33.2K +775 New
PC
462
Polar Capital
United Kingdom
$25.5K +$5.72M +133,629 +28%
VIM
463
Veritas Investment Management
United Kingdom
$25K -$77.9K -1,820 -75%
Group One Trading
464
Group One Trading
Illinois
$25K -$48.6K -1,135 -65%
MAM
465
Mizuho Asset Management
Japan
$25K
PP
466
Palladium Partners
Virginia
$25K
MFS
467
MSI Financial Services
Massachusetts
$25K +$15.4K +361 +152%
Twin Tree Management
468
Twin Tree Management
Texas
$21K -$196K -4,584 -90%
LFR
469
Lehman Financial Resources
Pennsylvania
$21K
EFSCE
470
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$13.4K +314 +162%
PSI
471
Pinnacle Summer Investments
Virginia
$20K
FHA
472
First Horizon Advisors
Tennessee
$18K +$14.4K +337 +401%
JEW
473
Jamison Eaton & Wood
New Jersey
$17K +$17.1K +400 New
FAM
474
Formidable Asset Management
Ohio
$16K +$16K +375 New
Manulife (Manufacturers Life Insurance)
475
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.6K +$497K +11,616 +3%

MAT Hedge Fund Activity: Q3 2013 in Review

503 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q3 2013, worth a combined $20.1B — up 46% from $13.8B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of MAT and 55 opened new positions — a net loss of 3 holders — while 182 trimmed existing stakes and 197 added.

The largest buyer was Bank of New York Mellon, adding an estimated $185M. The largest seller was AllianceBernstein, cutting an estimated $85.5M.

  • 503 institutional investors held Mattel (MAT) as of Q3 2013, down from 511 in Q2 2013.
  • Funds reported $20.1B of Mattel stock for Q3 2013, up 46% quarter-over-quarter.
  • 55 funds opened new Mattel positions in Q3 2013 and 58 closed out, a net change of -3 holders.
  • The largest Mattel buyer in Q3 2013 was Bank of New York Mellon, an estimated $185M added.
  • The largest Mattel seller in Q3 2013 was AllianceBernstein, an estimated $85.5M sold.

Based on aggregated 13F filings for Q3 2013.