We are live on ! Find out more

543 hedge funds and large institutions have $8.13B invested in Mattel in 2017 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 205 increasing their positions, 192 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

51% more call options, than puts

Call options by funds: $98M | Put options by funds: $64.9M

7% more repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 192

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

6% less first-time investments, than exits

New positions opened: 78 | Existing positions closed: 83

2% less funds holding

Funds holding: 556543 (-13)

5.39% less ownership

Funds ownership: 98.45%93.06% (-5.4%)

12% less capital invested

Capital invested by funds: $9.28B → $8.13B (-$1.15B)

Holders
543
Holders Change
-13
Holders Change %
-2.34%
% of All Funds
13.52%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
78
Increased
205
Reduced
192
Closed
83
Calls
$98M
Puts
$64.9M
Net Calls
+$33.1M
Net Calls Change
-$27.4M
Name Holding Trade Value Shares
Change
Change in
Stake
CPP
451
Crow Point Partners
Massachusetts
$74K +$77.6K +2,899 New
HI
452
Hudock Inc
Pennsylvania
$74K +$77.7K +2,900 New
VFA
453
Virtus Fund Advisers
Connecticut
$72K
TCOV
454
Trust Company of Vermont
Vermont
$57K
KF
455
Krilogy Financial
Missouri
$56K
IPC
456
Independent Portfolio Consultants
Florida
$55K -$11.2K -420 -16%
FANJ
457
Financial Architects (New Jersey)
New Jersey
$52K -$39.3K -1,466 -42%
MI
458
Markston International
New York
$51K -$42.9K -1,600 -44%
National Pension Service
459
National Pension Service
South Korea
$47K -$8.27M -308,646 -99%
JFGIW
460
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$41K
NFG
461
Next Financial Group
Texas
$40K +$20.1K +751 +71%
EA
462
Edge Advisors
Georgia
$38K -$1.86M -69,472 -98%
TRCT
463
Tower Research Capital (TRC)
New York
$36K -$208K -7,761 -85%
OC
464
Oakworth Capital
Alabama
$35K
EFSCE
465
Enterprise Financial Services Corp (EFSC)
Missouri
$34K -$172K -6,413 -83%
GLI
466
Guardian Life Insurance
New York
$34K +$241 +9 +0.7%
ST
467
Spot Trading
Illinois
$33K -$215K -8,031 -86%
ClearBridge Investments
468
ClearBridge Investments
New York
$27K -$8.04K -300 -22%
AWMS
469
Advocacy Wealth Management Services
Georgia
$26K
BWA
470
Burt Wealth Advisors
Maryland
$26K
MAM
471
Meeder Asset Management
Ohio
$24K +$24.9K +931 New
RIM
472
Rampart Investment Management
Connecticut
$24K +$25K +934 New
WAM
473
Wealthspire Advisors (Maryland)
Maryland
$23K -$6.94K -259 -22%
GWM
474
Geneos Wealth Management
Colorado
$21K +$1.34K +50 +6%
MFW
475
Mosaic Family Wealth
Missouri
$20K -$3.67K -137 -15%

MAT Hedge Fund Activity: Q1 2017 in Review

543 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q1 2017, worth a combined $8.13B — down 12% from $9.28B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of MAT and 78 opened new positions — a net loss of 5 holders — while 192 trimmed existing stakes and 205 added.

The largest buyer was BlackRock, adding an estimated $932M. The largest seller was T. Rowe Price Associates, cutting an estimated $193M.

  • 543 institutional investors held Mattel (MAT) as of Q1 2017, down from 556 in Q4 2016.
  • Funds reported $8.13B of Mattel stock for Q1 2017, down 12% quarter-over-quarter.
  • 78 funds opened new Mattel positions in Q1 2017 and 83 closed out, a net change of -5 holders.
  • The largest Mattel buyer in Q1 2017 was BlackRock, an estimated $932M added.
  • The largest Mattel seller in Q1 2017 was T. Rowe Price Associates, an estimated $193M sold.

Based on aggregated 13F filings for Q1 2017.