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Matthews International
MATW

142 hedge funds and large institutions have $490M invested in Matthews International in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

5% more funds holding

Funds holding: 135 → 142 (+7)

2.86% less ownership

Funds ownership: 84.77% → 81.92% (-2.9%)

24% less capital invested

Capital invested by funds: $642M → $490M (-$152M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
142
Holders Change
+7
Holders Change %
+5.19%
% of All Funds
2.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
47
Reduced
42
Closed
21
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$3K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$8.1M
2
Morgan Stanley
Morgan Stanley
New York
+$4.74M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$4.56M
4
LSV Asset Management
LSV Asset Management
Illinois
+$3.65M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.34M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
-$23.4M
2
Franklin Resources
Franklin Resources
California
-$12.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.69M
4
RJA
Raymond James & Associates
Florida
-$5.9M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$5.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
26
Fort Pitt Capital Group
Pennsylvania
$4.14M +$6.18K +290 +0.1%
SEI Investments
27
SEI Investments
Pennsylvania
$3.51M +$260K +12,219 +7%
D.E. Shaw & Co
28
D.E. Shaw & Co
New York
$3.5M +$3.1M +145,604 +384%
N
29
Nuveen
North Carolina
$3.44M +$888K +41,676 +30%
BCM
30
Bridgeway Capital Management
Texas
$2.67M – – –
Prudential Financial
31
Prudential Financial
New Jersey
$2.34M +$176K +8,262 +7%
Invesco
32
Invesco
Georgia
$2.2M +$31.1K +1,460 +1%
Citadel Advisors
33
Citadel Advisors
Florida
$2.2M +$1.32M +61,887 +117%
Wells Fargo
34
Wells Fargo
California
$2.03M -$478K -22,439 -17%
T. Rowe Price Associates
35
T. Rowe Price Associates
Maryland
$2M +$4.28K +201 +0.2%
RhumbLine Advisers
36
RhumbLine Advisers
Massachusetts
$1.95M -$285K -13,355 -12%
Legal & General Group
37
Legal & General Group
United Kingdom
$1.91M +$144K +6,753 +7%
Public Sector Pension Investment Board (PSP Investments)
38
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.88M +$602K +28,254 +40%
Renaissance Technologies
39
Renaissance Technologies
New York
$1.73M +$1.93M +90,353 New
GF
40
Gabelli Funds
New York
$1.72M +$277K +13,000 +17%
Deutsche Bank
41
Deutsche Bank
Germany
$1.57M +$596K +27,962 +52%
Boston Partners
42
Boston Partners
Massachusetts
$1.32M +$1.48M +69,292 New
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.29M -$40K -1,876 -3%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.27M +$117K +5,500 +9%
New York State Teachers Retirement System (NYSTRS)
45
New York State Teachers Retirement System (NYSTRS)
New York
$1.24M – – –
SCP
46
Seizert Capital Partners
Michigan
$1.23M -$227K -10,674 -14%
PCM
47
Penn Capital Management
Pennsylvania
$1.21M +$1.35M +63,565 New
EGM
48
Engineers Gate Manager
New York
$1.08M +$1.21M +56,589 New
AllianceBernstein
49
AllianceBernstein
Tennessee
$1.04M -$3.41K -160 -0.3%
EVM
50
Eaton Vance Management
Massachusetts
$1.03M -$384 -18 -0%
1
2
3 4 5

MATW Hedge Fund Activity: Q2 2020 in Review

142 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q2 2020, worth a combined $490M — down 24% from $642M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MATW positions and 21 closed out — a net gain of 7 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was Millennium Management, adding an estimated $8.1M. The largest seller was Clarkston Capital Partners, cutting an estimated $23.4M.

  • 142 institutional investors held Matthews International (MATW) as of Q2 2020, up from 135 in Q1 2020.
  • Funds reported $490M of Matthews International stock for Q2 2020, down 24% quarter-over-quarter.
  • 28 funds opened new Matthews International positions in Q2 2020 and 21 closed out, a net change of +7 holders.
  • The largest Matthews International buyer in Q2 2020 was Millennium Management, an estimated $8.1M added.
  • The largest Matthews International seller in Q2 2020 was Clarkston Capital Partners, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2020.