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546 hedge funds and large institutions have $9.7B invested in Mattel in 2016 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 234 increasing their positions, 194 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more call options, than puts

Call options by funds: $79.8M | Put options by funds: $40M

21% more repeat investments, than reductions

Existing positions increased: 234 | Existing positions reduced: 194

3% less funds holding

Funds holding: 561546 (-15)

6% less capital invested

Capital invested by funds: $10.3B → $9.7B (-$604M)

16% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 49

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
546
Holders Change
-15
Holders Change %
-2.67%
% of All Funds
14.57%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
41
Increased
234
Reduced
194
Closed
49
Calls
$79.8M
Puts
$40M
Net Calls
+$39.8M
Net Calls Change
-$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
WG
51
Winton Group
United Kingdom
$32.9M +$2.27M +69,567 +7%
TAM
52
Tocqueville Asset Management
New York
$32.9M -$1.7M -52,041 -5%
PPA
53
Parametric Portfolio Associates
Washington
$32.4M -$160K -4,896 -0.5%
ACA
54
Anchor Capital Advisors
Massachusetts
$31.7M -$11.4M -349,868 -25%
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$31.1M +$541K +16,551 +2%
JP Morgan Chase
56
JP Morgan Chase
New York
$30.8M -$3.35M -102,604 -9%
T
57
TOBAM
France
$30.2M -$8.08M -247,267 -20%
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$29.8M -$2.7M -82,600 -8%
AA
59
ALPS Advisors
Colorado
$29.7M +$4.2M +128,614 +15%
UBS Group
60
UBS Group
Switzerland
$29.4M +$7.73M +236,292 +32%
Royal Bank of Canada
61
Royal Bank of Canada
Ontario, Canada
$29.3M +$7.86M +240,523 +33%
Swiss National Bank
62
Swiss National Bank
Switzerland
$28.5M -$376K -11,500 -1%
Alyeska Investment Group
63
Alyeska Investment Group
Illinois
$28.2M +$4.87M +149,026 +19%
UBS AM
64
UBS AM
Illinois
$26.9M +$120K +3,668 +0.4%
GC
65
Guggenheim Capital
Illinois
$26.8M -$1.75M -53,516 -6%
Mitsubishi UFJ Trust & Banking
66
Mitsubishi UFJ Trust & Banking
Japan
$25.6M +$809K +24,733 +3%
First Trust Advisors
67
First Trust Advisors
Illinois
$24.6M +$6.98M +213,579 +36%
Franklin Resources
68
Franklin Resources
California
$24M +$25.2M +770,074 +3,658%
Bank of Montreal
69
Bank of Montreal
Ontario, Canada
$23.4M +$7.5M +229,271 +42%
New York State Common Retirement Fund
70
New York State Common Retirement Fund
New York
$22.5M -$2.54M -77,600 -9%
California State Teachers Retirement System (CalSTRS)
71
California State Teachers Retirement System (CalSTRS)
California
$22M +$199K +6,100 +0.8%
Comerica Bank
72
Comerica Bank
Texas
$21.6M -$132K -4,031 -0.6%
AIA
73
Avalon Investment & Advisory
Texas
$21.4M +$327K +9,987 +1%
VLKIM
74
Van Lanschot Kempen Investment Management
Netherlands
$21M +$141K +4,300 +0.6%
PAMU
75
Pictet Asset Management (UK)
United Kingdom
$20.7M +$878K +26,844 +4%

MAT Hedge Fund Activity: Q3 2016 in Review

546 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q3 2016, worth a combined $9.7B — down 5.9% from $10.3B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of MAT and 41 opened new positions — a net loss of 8 holders — while 194 trimmed existing stakes and 234 added.

The largest buyer was Fidelity Investments, adding an estimated $77.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $117M.

  • 546 institutional investors held Mattel (MAT) as of Q3 2016, down from 561 in Q2 2016.
  • Funds reported $9.7B of Mattel stock for Q3 2016, down 5.9% quarter-over-quarter.
  • 41 funds opened new Mattel positions in Q3 2016 and 49 closed out, a net change of -8 holders.
  • The largest Mattel buyer in Q3 2016 was Fidelity Investments, an estimated $77.6M added.
  • The largest Mattel seller in Q3 2016 was T. Rowe Price Associates, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2016.