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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
Norges Bank
26
Norges Bank
Norway
$119M
Ameriprise
27
Ameriprise
Minnesota
$117M -$23M -537,672 -16%
CS
28
Credit Suisse
Switzerland
$112M +$5.45M +127,352 +5%
Capital International Investors
29
Capital International Investors
California
$111M
EAM
30
Eagle Asset Management
Florida
$111M +$64M +1,496,969 +131%
Geode Capital Management
31
Geode Capital Management
Massachusetts
$104M +$4.02M +93,983 +4%
ClearBridge Investments
32
ClearBridge Investments
New York
$80.2M -$479K -11,186 -0.6%
TCIM
33
TIAA CREF Investment Management
New York
$75.2M -$16M -375,089 -17%
Schroder Investment Management Group
34
Schroder Investment Management Group
United Kingdom
$75M +$6.56M +153,430 +9%
Fidelity Investments
35
Fidelity Investments
Massachusetts
$73.8M -$22.2M -518,307 -23%
ACA
36
Anchor Capital Advisors
Massachusetts
$68.8M -$7.29M -170,435 -9%
BG
37
Bahl & Gaynor
Ohio
$68.8M +$3.64M +85,005 +5%
Fidelity International
38
Fidelity International
Bermuda
$68M +$32.5M +758,612 +88%
WRF
39
Waddell & Reed Financial
Kansas
$64.3M +$25.5M +596,604 +64%
Wells Fargo
40
Wells Fargo
California
$62.2M +$6.62M +154,825 +12%
HFS
41
HL Financial Services
Kentucky
$59.5M +$1.62M +37,825 +3%
Legal & General Group
42
Legal & General Group
United Kingdom
$59.1M -$1.01M -23,688 -2%
Jennison Associates
43
Jennison Associates
New York
$56.4M +$57.6M +1,347,478 New
Morgan Stanley
44
Morgan Stanley
New York
$53.2M +$9.32M +217,815 +21%
WCM
45
Winton Capital Management
United Kingdom
$51.2M -$5.06M -118,336 -9%
Aviva
46
Aviva
United Kingdom
$46.3M +$227K +5,302 +0.5%
NSLI
47
Nan Shan Life Insurance
Taiwan
$45.2M +$7.27M +170,000 +19%
JP Morgan Chase
48
JP Morgan Chase
New York
$45.1M +$8.05M +188,262 +21%
UBS AM
49
UBS AM
Illinois
$42.3M +$1.06M +24,676 +3%
RFC
50
Regions Financial Corp
Alabama
$41.9M -$1.27M -29,581 -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.