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561 hedge funds and large institutions have $10.3B invested in Mattel in 2016 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 245 increasing their positions, 187 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more call options, than puts

Call options by funds: $91.5M | Put options by funds: $37.4M

31% more repeat investments, than reductions

Existing positions increased: 245 | Existing positions reduced: 187

4% less funds holding

Funds holding: 584561 (-23)

6% less capital invested

Capital invested by funds: $10.9B → $10.3B (-$607M)

22% less first-time investments, than exits

New positions opened: 56 | Existing positions closed: 72

57% less funds holding in top 10

Funds holding in top 10: 146 (-8)

Holders
561
Holders Change
-23
Holders Change %
-3.94%
% of All Funds
14.97%
Holding in Top 10
6
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-57.14%
% of All Funds
0.16%
New
56
Increased
245
Reduced
187
Closed
72
Calls
$91.5M
Puts
$37.4M
Net Calls
+$54.1M
Net Calls Change
+$49.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Lord, Abbett & Co
51
Lord, Abbett & Co
New Jersey
$37M +$18.4M +579,200 +96%
Morgan Stanley
52
Morgan Stanley
New York
$36.1M +$7M +220,588 +24%
TAM
53
Tocqueville Asset Management
New York
$35.6M -$3.66M -115,360 -9%
JP Morgan Chase
54
JP Morgan Chase
New York
$35M +$15.5M +489,665 +78%
PPA
55
Parametric Portfolio Associates
Washington
$33.6M +$2.03M +63,925 +6%
California Public Employees Retirement System
56
California Public Employees Retirement System
California
$33.4M -$1.47M -46,300 -4%
BCM
57
Bridgeway Capital Management
Texas
$33.4M +$1.67M +52,700 +5%
WG
58
Winton Group
United Kingdom
$31.8M -$3.07M -96,723 -9%
AI
59
Analytic Investors
California
$31.7M +$32.1M +1,013,658 New
Sumitomo Mitsui Trust Group
60
Sumitomo Mitsui Trust Group
Japan
$31.6M +$793K +25,015 +3%
SO
61
STRS Ohio
Ohio
$30.6M +$4.34M +136,701 +16%
Swiss National Bank
62
Swiss National Bank
Switzerland
$29.8M +$2.26M +71,400 +8%
GC
63
Guggenheim Capital
Illinois
$29.4M +$140K +4,406 +0.5%
AAM
64
Advisors Asset Management
Colorado
$28.1M -$8.37M -263,958 -23%
UBS AM
65
UBS AM
Illinois
$27.7M +$1.04M +32,685 +4%
AA
66
ALPS Advisors
Colorado
$26.6M +$5.99M +188,960 +29%
Mitsubishi UFJ Trust & Banking
67
Mitsubishi UFJ Trust & Banking
Japan
$25.7M +$1.16M +36,545 +5%
New York State Common Retirement Fund
68
New York State Common Retirement Fund
New York
$25.6M +$28.5K +900 +0.1%
Stifel Financial
69
Stifel Financial
Missouri
$24.9M +$365K +11,511 +1%
Alyeska Investment Group
70
Alyeska Investment Group
Illinois
$24.5M -$8.24M -259,930 -25%
Comerica Bank
71
Comerica Bank
Texas
$23.8M -$3.46M -109,227 -13%
UBS Group
72
UBS Group
Switzerland
$23M -$665K -20,964 -3%
Royal Bank of Canada
73
Royal Bank of Canada
Ontario, Canada
$22.8M -$448K -14,136 -2%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$22.6M -$540K -17,031 -2%
EA
75
Emerald Acquisition
Washington
$22.5M +$22.8M +718,686 New

MAT Hedge Fund Activity: Q2 2016 in Review

561 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q2 2016, worth a combined $10.3B — down 5.6% from $10.9B a quarter earlier.

Sellers outnumbered buyers: 72 funds closed out of MAT and 56 opened new positions — a net loss of 16 holders — while 187 trimmed existing stakes and 245 added.

The largest buyer was Goldman Sachs, adding an estimated $113M. The largest seller was Capital World Investors, exiting entirely with an estimated $116M sold.

  • 561 institutional investors held Mattel (MAT) as of Q2 2016, down from 584 in Q1 2016.
  • Funds reported $10.3B of Mattel stock for Q2 2016, down 5.6% quarter-over-quarter.
  • 56 funds opened new Mattel positions in Q2 2016 and 72 closed out, a net change of -16 holders.
  • The largest Mattel buyer in Q2 2016 was Goldman Sachs, an estimated $113M added.
  • The largest Mattel seller in Q2 2016 was Capital World Investors, an estimated $116M sold.

Based on aggregated 13F filings for Q2 2016.