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534 hedge funds and large institutions have $13.2B invested in Mattel in 2014 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 209 increasing their positions, 173 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 173

11% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 74

0% more funds holding

Funds holding: 534534 (0)

12% less capital invested

Capital invested by funds: $15B → $13.2B (-$1.81B)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

33% less call options, than puts

Call options by funds: $73.8M | Put options by funds: $110M

Holders
534
Holders Change
Holders Change %
0%
% of All Funds
15.42%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
82
Increased
209
Reduced
173
Closed
74
Calls
$73.8M
Puts
$110M
Net Calls
-$35.8M
Net Calls Change
-$80.7M
Name Holding Trade Value Shares
Change
Change in
Stake
GT
451
Glenmede Trust
Pennsylvania
$131K -$732K -18,432 -85%
GAAM
452
Guinness Atkinson Asset Management
California
$109K +$44.5K +1,120 +70%
GIS
453
Guardian Investor Services
New York
$105K -$6.27K -158 -6%
Group One Trading
454
Group One Trading
Illinois
$100K -$151K -3,796 -60%
FA
455
Friess Associates
Delaware
$96K
TF
456
Tompkins Financial
New York
$89K -$9.93K -250 -10%
LFG
457
LifePlan Financial Group
Ohio
$88K -$62.7K -1,580 -42%
WEC
458
Winslow Evans & Crocker
Massachusetts
$84.5K -$6.87K -173 -8%
TCOV
459
Trust Company of Vermont
Vermont
$82K
CGT
460
Capital Guardian Trust
California
$80K +$79.4K +2,000 New
WA
461
WealthTrust-Arizona
Arizona
$77K +$18.8K +474 +33%
GLI
462
Guardian Life Insurance
New York
$76K -$1.55K -39 -2%
HI
463
Hudock Inc
Pennsylvania
$76K
EWM
464
Evercore Wealth Management
New York
$74K +$1.67K +42 +2%
AR
465
Advisory Research
Illinois
$74K +$73.3K +1,846 New
BOK
466
Bank of Kentucky
Kentucky
$69K +$67.9K +1,710 New
Northwestern Mutual Wealth Management
467
Northwestern Mutual Wealth Management
Wisconsin
$67K -$306K -7,719 -82%
LTI
468
Laffer Tengler Investments
Tennessee
$65K -$7.45M -187,545 -99%
SAMC
469
Shinko Asset Management Company
Japan
$60K
FWM
470
Focused Wealth Management
New York
$59K
OSAM
471
O'Shaughnessy Asset Management
Connecticut
$59K +$5.32K +134 +10%
WTB
472
Washington Trust Bank
Washington
$59K +$58.4K +1,470 New
DAM
473
Delta Asset Management
Tennessee
$52K
ST
474
SpiderRock Trading
Illinois
$52K
DIA
475
Davidson Investment Advisors
Montana
$48K

MAT Hedge Fund Activity: Q1 2014 in Review

534 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q1 2014, worth a combined $13.2B — down 12% from $15B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new MAT positions and 74 closed out — a net gain of 8 holders — while 209 added to existing stakes and 173 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $220M. The largest seller was Capital Research Global Investors, cutting an estimated $425M.

  • 534 institutional investors held Mattel (MAT) as of Q1 2014, unchanged from Q4 2013.
  • Funds reported $13.2B of Mattel stock for Q1 2014, down 12% quarter-over-quarter.
  • 82 funds opened new Mattel positions in Q1 2014 and 74 closed out, a net change of +8 holders.
  • The largest Mattel buyer in Q1 2014 was Wellington Management Group, an estimated $220M added.
  • The largest Mattel seller in Q1 2014 was Capital Research Global Investors, an estimated $425M sold.

Based on aggregated 13F filings for Q1 2014.