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318 hedge funds and large institutions have $6.54B invested in Mattel in 2023 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 83 increasing their positions, 108 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $25.2M | Put options by funds: $22.8M

4% more capital invested

Capital invested by funds: $6.31B → $6.54B (+$234M)

1.62% less ownership

Funds ownership: 96.21%94.59% (-1.6%)

5% less funds holding

Funds holding: 335318 (-17)

23% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 108

25% less funds holding in top 10

Funds holding in top 10: 86 (-2)

36% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 47

Holders
318
Holders Change
-17
Holders Change %
-5.07%
% of All Funds
4.99%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.09%
New
30
Increased
83
Reduced
108
Closed
47
Calls
$25.2M
Puts
$22.8M
Net Calls
+$2.4M
Net Calls Change
-$2.48M
Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
176
Clear Harbor Asset Management
Connecticut
$265K -$723 -40 -0.3%
SG Americas Securities
177
SG Americas Securities
New York
$258K -$1.52M -84,217 -86%
CT
178
Chicago Trust
Illinois
$256K -$17.3K -955 -7%
BFM
179
Boothbay Fund Management
New York
$245K +$27.1K +1,498 +14%
RJA
180
Raymond James & Associates
Florida
$237K +$14.5K +801 +7%
FNBOO
181
First National Bank of Omaha
Nebraska
$231K
Creative Planning
182
Creative Planning
Kansas
$228K +$29.4K +1,626 +16%
SEC
183
Seven Eight Capital
New York
$226K +$209K +11,578 New
M&T Bank
184
M&T Bank
New York
$224K -$1.57K -87 -0.8%
BCI
185
Brinker Capital Investments
Pennsylvania
$224K +$14.2K +786 +7%
OPS
186
Orion Portfolio Solutions
Nebraska
$224K +$14.2K +786 +7%
WG
187
Winton Group
United Kingdom
$218K -$916K -50,720 -82%
JWCA
188
J.W. Cole Advisors
Florida
$217K +$201K +11,120 New
Connor, Clark & Lunn Investment Management (CC&L)
189
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$215K +$199K +10,989 New
MMA
190
Miracle Mile Advisors
California
$210K -$2.04K -113 -1%
First Manhattan
191
First Manhattan
New York
$209K -$149K -8,250 -44%
JFG
192
Jefferies Financial Group
New York
$209K -$102K -5,650 -35%
PA
193
Profund Advisors
Maryland
$208K -$37.1K -2,054 -16%
Truist Financial
194
Truist Financial
North Carolina
$207K +$191K +10,580 New
EI
195
Ethic Inc
New York
$204K -$6.32K -350 -3%
Mercer Global Advisors
196
Mercer Global Advisors
Colorado
$199K +$184K +10,181 New
PAM
197
Panagora Asset Management
Massachusetts
$197K
CIBC Asset Management
198
CIBC Asset Management
Ontario, Canada
$196K
MC
199
Miramar Capital
Illinois
$195K
SAM
200
Shell Asset Management
Netherlands
$177K -$921 -51 -0.6%

MAT Hedge Fund Activity: Q2 2023 in Review

318 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q2 2023, worth a combined $6.54B — up 3.7% from $6.31B a quarter earlier.

Sellers outnumbered buyers: 47 funds closed out of MAT and 30 opened new positions — a net loss of 17 holders — while 108 trimmed existing stakes and 83 added.

The largest buyer was Franklin Resources, adding an estimated $72.5M. The largest seller was Capital Research Global Investors, cutting an estimated $103M.

  • 318 institutional investors held Mattel (MAT) as of Q2 2023, down from 335 in Q1 2023.
  • Funds reported $6.54B of Mattel stock for Q2 2023, up 3.7% quarter-over-quarter.
  • 30 funds opened new Mattel positions in Q2 2023 and 47 closed out, a net change of -17 holders.
  • The largest Mattel buyer in Q2 2023 was Franklin Resources, an estimated $72.5M added.
  • The largest Mattel seller in Q2 2023 was Capital Research Global Investors, an estimated $103M sold.

Based on aggregated 13F filings for Q2 2023.