Mattel
535 hedge funds and large institutions have $9.5B invested in Mattel in 2014 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 215 increasing their positions, 178 reducing their positions, and 51 closing their positions.
200% more funds holding in top 10
Funds holding in top 10: 2 → 6 (+4)
31% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 51
21% more repeat investments, than reductions
Existing positions increased: 215 | Existing positions reduced: 178
2% more funds holding
Funds holding: 525 → 535 (+10)
17% less call options, than puts
Call options by funds: $85.6M | Put options by funds: $103M
22% less capital invested
Capital invested by funds: $12.1B → $9.5B (-$2.65B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VFA
Virtus Fund Advisers
Hartford,
Connecticut
|
+$143M |
| 2 |
FC
Fairpointe Capital
Chicago,
Illinois
|
+$136M |
| 3 |
CCM
Causeway Capital Management
Los Angeles,
California
|
+$61.3M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
+$49.2M |
| 5 |
SIM
Sprucegrove Investment Management
Toronto,
Ontario, Canada
|
+$43.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$377M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$112M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$96.1M |
| 4 |
SCM
Sterling Capital Management
Charlotte,
North Carolina
|
-$72.4M |
| 5 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$71.5M |
MAT Hedge Fund Activity: Q3 2014 in Review
535 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q3 2014, worth a combined $9.5B — down 22% from $12.1B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new MAT positions and 51 closed out — a net gain of 16 holders — while 215 added to existing stakes and 178 trimmed.
The largest buyer was Virtus Fund Advisers, adding an estimated $143M. The largest seller was Wellington Management Group, cutting an estimated $377M.
- 535 institutional investors held Mattel (MAT) as of Q3 2014, up from 525 in Q2 2014.
- Funds reported $9.5B of Mattel stock for Q3 2014, down 22% quarter-over-quarter.
- 67 funds opened new Mattel positions in Q3 2014 and 51 closed out, a net change of +16 holders.
- The largest Mattel buyer in Q3 2014 was Virtus Fund Advisers, an estimated $143M added.
- The largest Mattel seller in Q3 2014 was Wellington Management Group, an estimated $377M sold.
Based on aggregated 13F filings for Q3 2014.