Mattel
413 hedge funds and large institutions have $5.38B invested in Mattel in 2018 Q1 according to their latest regulatory filings, with 43 funds opening new positions, 123 increasing their positions, 167 reducing their positions, and 55 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
4.02% more ownership
Funds ownership: 115.01% → 119.04% (+4%)
4% less funds holding
Funds holding: 429 → 413 (-16)
11% less capital invested
Capital invested by funds: $6.08B → $5.38B (-$695M)
13% less call options, than puts
Call options by funds: $51.1M | Put options by funds: $59M
22% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 55
26% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 167
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$354M |
| 2 |
Primecap Management
Pasadena,
California
|
+$57.8M |
| 3 |
Dodge & Cox
San Francisco,
California
|
+$46.6M |
| 4 |
FC
Fairpointe Capital
Chicago,
Illinois
|
+$27.3M |
| 5 |
T
TOBAM
Paris,
France
|
+$17.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$81M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$40.9M |
| 3 |
Bank of New York Mellon
New York
|
-$31.5M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$28.8M |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
-$25.7M |
MAT Hedge Fund Activity: Q1 2018 in Review
413 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Mattel (MAT) for Q1 2018, worth a combined $5.38B — down 11% from $6.08B a quarter earlier.
Sellers outnumbered buyers: 55 funds closed out of MAT and 43 opened new positions — a net loss of 12 holders — while 167 trimmed existing stakes and 123 added.
The largest buyer was Franklin Resources, adding an estimated $354M. The largest seller was Fidelity Investments, cutting an estimated $81M.
- 413 institutional investors held Mattel (MAT) as of Q1 2018, down from 429 in Q4 2017.
- Funds reported $5.38B of Mattel stock for Q1 2018, down 11% quarter-over-quarter.
- 43 funds opened new Mattel positions in Q1 2018 and 55 closed out, a net change of -12 holders.
- The largest Mattel buyer in Q1 2018 was Franklin Resources, an estimated $354M added.
- The largest Mattel seller in Q1 2018 was Fidelity Investments, an estimated $81M sold.
Based on aggregated 13F filings for Q1 2018.