We are live on ! Find out more

525 hedge funds and large institutions have $12.6B invested in Mattel in 2014 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 198 increasing their positions, 195 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $74.4M | Put options by funds: $48.9M

2% more repeat investments, than reductions

Existing positions increased: 198 | Existing positions reduced: 195

4% less capital invested

Capital invested by funds: $13.2B → $12.6B (-$584M)

6% less first-time investments, than exits

New positions opened: 44 | Existing positions closed: 47

2% less funds holding

Funds holding: 534525 (-9)

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
525
Holders Change
-9
Holders Change %
-1.69%
% of All Funds
15.09%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.06%
New
44
Increased
198
Reduced
195
Closed
47
Calls
$74.4M
Puts
$48.9M
Net Calls
+$25.4M
Net Calls Change
+$61.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WIS
551
Wright Investors Service
Connecticut
-$286K -7,140 Closed
AIM
552
Acuity Investment Management
Ontario, Canada
-$277K -6,900 Closed
NA
553
Navellier & Associates
Nevada
-$254K -6,337 Closed
VKH
554
Virtu KCG Holdings
New York
-$240K -6,180 Closed
EMG
555
Ellington Management Group
Connecticut
-$217K -5,400 Closed
TF
556
Trutina Financial
Washington
-$132K -3,284 Closed
FA
557
Friess Associates
Delaware
-$96K -2,400 Closed
TF
558
Tompkins Financial
New York
-$89K -2,220 Closed
LFG
559
LifePlan Financial Group
Ohio
-$88K -2,200 Closed
CGT
560
Capital Guardian Trust
California
-$80K -2,000 Closed
AR
561
Advisory Research
Illinois
-$74K -1,846 Closed
LTI
562
Laffer Tengler Investments
Tennessee
-$65K -1,621 Closed
PSC
563
Prentiss Smith & Co
Vermont
-$18K -459 Closed
PP
564
Palladium Partners
Virginia
-$17K -412 Closed
ECM
565
Exchange Capital Management
Michigan
-$14K -349 Closed
PWAG
566
Polaris Wealth Advisory Group
California
-$12K -300 Closed
SSG
567
Summit Securities Group
New York
-$8K -200 Closed
JAM
568
JCIC Asset Management
Ontario, Canada
-$5K -125 Closed
S
569
SignatureFD
Georgia
-$5K -116 Closed
GI
570
Gradient Investments
Minnesota
-$1K -23 Closed
HF
571
Hoxton Financial
West Virginia
-$1K -21 Closed

MAT Hedge Fund Activity: Q2 2014 in Review

525 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q2 2014, worth a combined $12.6B — down 4.4% from $13.2B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MAT and 44 opened new positions — a net loss of 3 holders — while 195 trimmed existing stakes and 198 added.

The largest buyer was Norges Bank, adding an estimated $113M. The largest seller was Capital Research Global Investors, cutting an estimated $213M.

  • 525 institutional investors held Mattel (MAT) as of Q2 2014, down from 534 in Q1 2014.
  • Funds reported $12.6B of Mattel stock for Q2 2014, down 4.4% quarter-over-quarter.
  • 44 funds opened new Mattel positions in Q2 2014 and 47 closed out, a net change of -3 holders.
  • The largest Mattel buyer in Q2 2014 was Norges Bank, an estimated $113M added.
  • The largest Mattel seller in Q2 2014 was Capital Research Global Investors, an estimated $213M sold.

Based on aggregated 13F filings for Q2 2014.