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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
AW
476
Alpha Windward
Massachusetts
$15K -$362K -8,460 -96%
PMFA
477
Plante Moran Financial Advisors
Michigan
$13K +$4.06K +95 +46%
PWAG
478
Polaris Wealth Advisory Group
California
$12.6K
NES
479
New England Securities
New York
$12K +$2.14K +50 +22%
MUMSS
480
Mitsubishi UFJ Morgan Stanley Securities
Japan
$11K -$33.4K -780 -75%
PCM
481
Prelude Capital Management
New York
$10K +$9.84K +230 New
MDCM
482
Morgan Dempsey Capital Management
Wisconsin
$9K +$8.98K +210 New
FNBT
483
FineMark National Bank & Trust
Florida
$8K -$8.73K -204 -51%
M
484
MOTCO
Texas
$8K
RIA
485
Regal Investment Advisors
Michigan
$8K
SSB
486
Sandy Spring Bank
Maryland
$8K
DADC
487
D.A. Davidson & Co
Montana
$7K
RFA
488
Reilly Financial Advisors
California
$7K
PAS
489
Partnervest Advisory Services
California
$6K -$25.6K -599 -81%
MCM
490
Manchester Capital Management
Vermont
$4K
MWP
491
MYCIO Wealth Partners
Pennsylvania
$4K
PR
492
Payden & Rygel
California
$4K
ST
493
Stifel Trust
Missouri
$4K
WP
494
Westend Partners
California
$4K +$4.28K +100 New
WOC
495
West Oak Capital
California
$3.94K
TFA
496
Transamerica Financial Advisors
Florida
$3K
FANJ
497
Financial Architects (New Jersey)
New Jersey
$3K +$2.99K +70 New
Victory Capital Management
498
Victory Capital Management
Texas
$3K +$3.46K +81 New
First Manhattan
499
First Manhattan
New York
$2K
PIM
500
Profit Investment Management
Maryland
$1.59K

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.