We are live on ! Find out more
MATW icon

Matthews International
MATW

155 hedge funds and large institutions have $1.03B invested in Matthews International in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

9% more capital invested

Capital invested by funds: $943M → $1.03B (+$82.9M)

1.17% more ownership

Funds ownership: 84.61% → 85.78% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

1% more funds holding

Funds holding: 154 → 155 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
54
Reduced
53
Closed
14
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$573K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.79M
2
BlackRock
BlackRock
New York
+$2.8M
3
Goldman Sachs
Goldman Sachs
New York
+$2.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$1.83M
5
Morgan Stanley
Morgan Stanley
New York
+$1.54M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$2.8M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.37M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.24M
4
RCM
Rutabaga Capital Management
Massachusetts
-$1.56M
5
CVA
Ceredex Value Advisors
Florida
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$6.49M +$1.54M +41,940 +33%
SEI Investments
27
SEI Investments
Pennsylvania
$6.27M +$463K +12,639 +8%
Ameriprise
28
Ameriprise
Minnesota
$6.08M -$213K -5,815 -4%
BCM
29
Bridgeway Capital Management
Texas
$6.05M – – –
Goldman Sachs
30
Goldman Sachs
New York
$5.55M +$2.2M +59,938 +70%
CIP
31
Chartwell Investment Partners
Pennsylvania
$5.52M +$38.5K +1,050 +0.7%
LSV Asset Management
32
LSV Asset Management
Illinois
$5.04M +$905K +24,691 +23%
N
33
Nuveen
North Carolina
$4.92M +$76.3K +2,080 +2%
Prudential Financial
34
Prudential Financial
New Jersey
$4.34M -$585K -15,945 -12%
RhumbLine Advisers
35
RhumbLine Advisers
Massachusetts
$4.16M +$192K +5,225 +5%
Wells Fargo
36
Wells Fargo
California
$3.98M -$214K -5,840 -5%
T. Rowe Price Associates
37
T. Rowe Price Associates
Maryland
$3.9M +$52.1K +1,421 +1%
Bank of America
38
Bank of America
North Carolina
$3.75M +$283K +7,732 +9%
Invesco
39
Invesco
Georgia
$3.61M -$576K -15,717 -14%
Legal & General Group
40
Legal & General Group
United Kingdom
$3.55M +$339K +9,245 +11%
PPA
41
Parametric Portfolio Associates
Washington
$3.46M +$298K +8,120 +10%
SCP
42
Seizert Capital Partners
Michigan
$3.11M +$731K +19,937 +32%
GF
43
Gabelli Funds
New York
$2.9M -$103K -2,800 -4%
Public Sector Pension Investment Board (PSP Investments)
44
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.68M -$356K -9,700 -12%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$2.63M -$189K -5,148 -7%
Victory Capital Management
46
Victory Capital Management
Texas
$2.6M -$301K -8,210 -11%
CVA
47
Ceredex Value Advisors
Florida
$2.56M -$1.49M -40,771 -38%
New York State Teachers Retirement System (NYSTRS)
48
New York State Teachers Retirement System (NYSTRS)
New York
$2.47M – – –
Swiss National Bank
49
Swiss National Bank
Switzerland
$2.3M +$36.7K +1,000 +2%
AllianceBernstein
50
AllianceBernstein
Tennessee
$2.08M -$5.5K -150 -0.3%
1
2
3 4 5

MATW Hedge Fund Activity: Q4 2019 in Review

155 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2019, worth a combined $1.03B — up 8.8% from $943M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MATW positions and 14 closed out — a net gain of 6 holders — while 54 added to existing stakes and 53 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $7.79M. The largest seller was JP Morgan Chase, cutting an estimated $2.8M.

  • 155 institutional investors held Matthews International (MATW) as of Q4 2019, up from 154 in Q3 2019.
  • Funds reported $1.03B of Matthews International stock for Q4 2019, up 8.8% quarter-over-quarter.
  • 20 funds opened new Matthews International positions in Q4 2019 and 14 closed out, a net change of +6 holders.
  • The largest Matthews International buyer in Q4 2019 was Arrowstreet Capital, an estimated $7.79M added.
  • The largest Matthews International seller in Q4 2019 was JP Morgan Chase, an estimated $2.8M sold.

Based on aggregated 13F filings for Q4 2019.