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Matthews International
MATW

177 hedge funds and large institutions have $1.6B invested in Matthews International in 2017 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 66 increasing their positions, 57 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 57

2% more capital invested

Capital invested by funds: $1.57B → $1.6B (+$31.3M)

0.32% more ownership

Funds ownership: 79.33% → 79.65% (+0.32%)

4% less funds holding

Funds holding: 184 → 177 (-7)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
177
Holders Change
-7
Holders Change %
-3.8%
% of All Funds
4.41%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
66
Reduced
57
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$6.32M
2
CCM
Channing Capital Management
Illinois
+$6.23M
3
Norges Bank
Norges Bank
Norway
+$5.84M
4
Goldman Sachs
Goldman Sachs
New York
+$5.72M
5
BlackRock
BlackRock
New York
+$5.52M

Top Sellers

Rank Fund Capital Flow
1
HIM
Hermes Investment Management
United Kingdom
-$11.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$8.95M
3
Northern Trust
Northern Trust
Illinois
-$4.79M
4
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
-$3.83M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIP
26
Chartwell Investment Partners
Pennsylvania
$11.3M -$303K -4,853 -3%
EBIM
27
Eagle Boston Investment Management
Massachusetts
$10.9M +$153K +2,454 +1%
Invesco
28
Invesco
Georgia
$10.8M +$928K +14,870 +9%
AI
29
Ariel Investments
Illinois
$10.8M +$138K +2,215 +1%
Ameriprise
30
Ameriprise
Minnesota
$10.6M -$638K -10,226 -6%
USAA
31
United Services Automobile Association
Texas
$10.4M +$500K +8,020 +5%
FP
32
Foundry Partners
Minnesota
$8.57M +$599K +9,596 +7%
EMFAT
33
Emerald Mutual Fund Advisers Trust
Pennsylvania
$7.99M -$3.83M -61,338 -32%
Bank of America
34
Bank of America
North Carolina
$7.98M +$392K +6,282 +5%
Schroder Investment Management Group
35
Schroder Investment Management Group
United Kingdom
$7.84M -$1.34M -21,490 -15%
ProShare Advisors
36
ProShare Advisors
Maryland
$7.76M +$862K +13,817 +12%
VFA
37
Virtus Fund Advisers
Connecticut
$7.23M -$74.9K -1,200 -1%
Millennium Management
38
Millennium Management
New York
$6.99M +$4.57M +73,209 +187%
Morgan Stanley
39
Morgan Stanley
New York
$6.64M -$363K -5,823 -5%
Renaissance Technologies
40
Renaissance Technologies
New York
$6.31M +$6.32M +101,353 New
Wells Fargo
41
Wells Fargo
California
$5.69M +$93.1K +1,492 +2%
Deutsche Bank
42
Deutsche Bank
Germany
$5.65M +$2.43M +38,972 +75%
JP Morgan Chase
43
JP Morgan Chase
New York
$5.48M +$2.14M +34,331 +65%
TCIM
44
TIAA CREF Investment Management
New York
$5.13M -$159K -2,550 -3%
FPCG
45
Fort Pitt Capital Group
Pennsylvania
$4.43M -$6.24K -100 -0.1%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$4.26M – – –
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$4.22M +$87K +1,394 +2%
New York State Common Retirement Fund
48
New York State Common Retirement Fund
New York
$4.2M +$216K +3,463 +5%
Legal & General Group
49
Legal & General Group
United Kingdom
$3.96M +$102K +1,636 +3%
Prudential Financial
50
Prudential Financial
New Jersey
$3.46M +$74.3K +1,190 +2%
1
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MATW Hedge Fund Activity: Q3 2017 in Review

177 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q3 2017, worth a combined $1.6B — up 2% from $1.57B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of MATW and 15 opened new positions — a net loss of 6 holders — while 57 trimmed existing stakes and 66 added.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $6.32M. The largest seller was Hermes Investment Management, exiting entirely with an estimated $11.9M sold.

  • 177 institutional investors held Matthews International (MATW) as of Q3 2017, down from 184 in Q2 2017.
  • Funds reported $1.6B of Matthews International stock for Q3 2017, up 2% quarter-over-quarter.
  • 15 funds opened new Matthews International positions in Q3 2017 and 21 closed out, a net change of -6 holders.
  • The largest Matthews International buyer in Q3 2017 was Renaissance Technologies, an estimated $6.32M added.
  • The largest Matthews International seller in Q3 2017 was Hermes Investment Management, an estimated $11.9M sold.

Based on aggregated 13F filings for Q3 2017.