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Matthews International
MATW

135 hedge funds and large institutions have $642M invested in Matthews International in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.01% less ownership

Funds ownership: 85.78% → 84.77% (-1%)

13% less funds holding

Funds holding: 155 → 135 (-20)

37% less capital invested

Capital invested by funds: $1.03B → $642M (-$384M)

56% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 32

Holders
135
Holders Change
-20
Holders Change %
-12.9%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
49
Reduced
47
Closed
32
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$868K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$14.3M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
+$6.9M
3
GI
GAMCO Investors
Connecticut
+$5.6M
4
Millennium Management
Millennium Management
New York
+$4.58M
5
Goldman Sachs
Goldman Sachs
New York
+$3.56M

Top Sellers

1
FP
Foundry Partners
Minnesota
-$10.9M
2
WA
Wasatch Advisors
Utah
-$10.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.97M
4
CIP
Chartwell Investment Partners
Pennsylvania
-$5.52M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
Victory Capital Management
26
Victory Capital Management
Texas
$3.86M +$2.91M +91,500 +134%
Millennium Management
27
Millennium Management
New York
$3.66M +$4.58M +143,796 +1,919%
BCM
28
Bridgeway Capital Management
Texas
$3.38M -$599K -18,800 -12%
N
29
Nuveen
North Carolina
$3.35M +$310K +9,740 +8%
LSV Asset Management
30
LSV Asset Management
Illinois
$3.19M – – –
Wells Fargo
31
Wells Fargo
California
$3.11M +$774K +24,304 +23%
RhumbLine Advisers
32
RhumbLine Advisers
Massachusetts
$2.8M +$217K +6,814 +6%
Prudential Financial
33
Prudential Financial
New Jersey
$2.76M +$18.6K +585 +0.5%
Invesco
34
Invesco
Georgia
$2.75M +$614K +19,269 +20%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$2.53M +$74.8K +2,350 +2%
Legal & General Group
36
Legal & General Group
United Kingdom
$2.25M +$1.34K +42 +0%
Morgan Stanley
37
Morgan Stanley
New York
$2.16M -$2.57M -80,743 -47%
GF
38
Gabelli Funds
New York
$1.86M +$31.9K +1,000 +1%
SCP
39
Seizert Capital Partners
Michigan
$1.81M -$209K -6,571 -8%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$1.79M -$4.41M -138,338 -65%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.7M – – –
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$1.68M +$9.55K +300 +0.4%
New York State Teachers Retirement System (NYSTRS)
43
New York State Teachers Retirement System (NYSTRS)
New York
$1.57M – – –
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.47M +$15.9K +500 +0.8%
AllianceBernstein
45
AllianceBernstein
Tennessee
$1.32M +$1.59K +50 +0.1%
EVM
46
Eaton Vance Management
Massachusetts
$1.31M -$1.94K -61 -0.1%
Deutsche Bank
47
Deutsche Bank
Germany
$1.31M +$1.18M +36,936 +216%
Citadel Advisors
48
Citadel Advisors
Florida
$1.28M +$1.69M +53,106 New
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$1.13M -$16.8K -526 -1%
PPA
50
Parametric Portfolio Associates
Washington
$1.12M -$1.41M -44,294 -49%
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MATW Hedge Fund Activity: Q1 2020 in Review

135 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q1 2020, worth a combined $642M — down 37% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MATW and 14 opened new positions — a net loss of 18 holders — while 47 trimmed existing stakes and 49 added.

The largest buyer was Ameriprise, adding an estimated $14.3M. The largest seller was Foundry Partners, exiting entirely with an estimated $10.9M sold.

  • 135 institutional investors held Matthews International (MATW) as of Q1 2020, down from 155 in Q4 2019.
  • Funds reported $642M of Matthews International stock for Q1 2020, down 37% quarter-over-quarter.
  • 14 funds opened new Matthews International positions in Q1 2020 and 32 closed out, a net change of -18 holders.
  • The largest Matthews International buyer in Q1 2020 was Ameriprise, an estimated $14.3M added.
  • The largest Matthews International seller in Q1 2020 was Foundry Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2020.