We are live on ! Find out more
MATW icon

Matthews International
MATW

178 hedge funds and large institutions have $1.09B invested in Matthews International in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 62

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

1% more funds holding

Funds holding: 176 → 178 (+2)

0.42% more ownership

Funds ownership: 83.43% → 83.86% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

19% less capital invested

Capital invested by funds: $1.34B → $1.09B (-$250M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $357K

Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
74
Reduced
62
Closed
19
Calls
–
Puts
$357K
Net Calls
-$357K
Net Calls Change
-$357K

Top Buyers

1
FPCG
Fort Pitt Capital Group
Pennsylvania
+$11.2M
2
Marshall Wace
Marshall Wace
United Kingdom
+$10M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$6.04M
4
BlackRock
BlackRock
New York
+$5.28M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$3.76M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$15M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$8.7M
3
EBIM
Eagle Boston Investment Management
Massachusetts
-$6.59M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$4.88M
5
AA
Ancora Advisors
Ohio
-$4.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
GI
26
GAMCO Investors
Connecticut
$8.4M +$3.52M +82,743 +67%
ProShare Advisors
27
ProShare Advisors
Maryland
$7.94M +$2.21M +51,926 +36%
FP
28
Foundry Partners
Minnesota
$7.84M +$968K +22,723 +13%
Ameriprise
29
Ameriprise
Minnesota
$7.31M -$8.69K -204 -0.1%
USAA
30
United Services Automobile Association
Texas
$7.27M +$77.5K +1,820 +1%
CIP
31
Chartwell Investment Partners
Pennsylvania
$6.82M -$228K -5,359 -3%
Goldman Sachs
32
Goldman Sachs
New York
$6.55M -$544K -12,770 -7%
SEI Investments
33
SEI Investments
Pennsylvania
$5.48M +$47.1K +1,105 +1%
D.E. Shaw & Co
34
D.E. Shaw & Co
New York
$5.47M +$956K +22,453 +20%
Morgan Stanley
35
Morgan Stanley
New York
$4.92M -$2.94M -69,063 -36%
Wells Fargo
36
Wells Fargo
California
$4.4M -$231K -5,422 -5%
Millennium Management
37
Millennium Management
New York
$4.29M -$1.13M -26,561 -20%
RhumbLine Advisers
38
RhumbLine Advisers
Massachusetts
$3.88M +$673K +15,792 +20%
Bank of America
39
Bank of America
North Carolina
$3.81M +$428K +10,051 +12%
PPA
40
Parametric Portfolio Associates
Washington
$3.51M +$627K +14,710 +21%
EBIM
41
Eagle Boston Investment Management
Massachusetts
$3.38M -$6.59M -154,762 -65%
TCIM
42
TIAA CREF Investment Management
New York
$3.24M -$61.6K -1,445 -2%
Legal & General Group
43
Legal & General Group
United Kingdom
$3.09M +$97.2K +2,283 +3%
Prudential Financial
44
Prudential Financial
New Jersey
$2.96M -$437K -10,255 -12%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$2.79M +$1.5M +35,127 +104%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$2.75M – – –
TA
47
Teachers Advisors
New York
$2.59M +$113K +2,656 +4%
Swiss National Bank
48
Swiss National Bank
Switzerland
$2.31M +$25.6K +600 +1%
GF
49
Gabelli Funds
New York
$2.18M +$192K +4,500 +9%
Citadel Advisors
50
Citadel Advisors
Florida
$2.1M -$104K -2,440 -5%
1
2
3 4 5

MATW Hedge Fund Activity: Q4 2018 in Review

178 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2018, worth a combined $1.09B — down 19% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MATW positions and 19 closed out — a net gain of 3 holders — while 74 added to existing stakes and 62 trimmed.

The largest buyer was Fort Pitt Capital Group, opening a new position worth an estimated $11.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $15M.

  • 178 institutional investors held Matthews International (MATW) as of Q4 2018, up from 176 in Q3 2018.
  • Funds reported $1.09B of Matthews International stock for Q4 2018, down 19% quarter-over-quarter.
  • 22 funds opened new Matthews International positions in Q4 2018 and 19 closed out, a net change of +3 holders.
  • The largest Matthews International buyer in Q4 2018 was Fort Pitt Capital Group, an estimated $11.2M added.
  • The largest Matthews International seller in Q4 2018 was T. Rowe Price Associates, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2018.