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Matthews International
MATW

156 hedge funds and large institutions have $740M invested in Matthews International in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $1.66M

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

30% more capital invested

Capital invested by funds: $571M → $740M (+$169M)

3% more funds holding

Funds holding: 152 → 156 (+4)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

2.62% less ownership

Funds ownership: 81.9% → 79.28% (-2.6%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
156
Holders Change
+4
Holders Change %
+2.63%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
54
Reduced
56
Closed
15
Calls
$2.57M
Puts
$1.66M
Net Calls
+$911K
Net Calls Change
+$1.25M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$12.1M
2
BlackRock
BlackRock
New York
+$7.97M
3
GI
GAMCO Investors
Connecticut
+$5.67M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.03M
5
PF
Phoenix Financial
Israel
+$3.82M

Top Sellers

1
Russell Investments Group
Russell Investments Group
United Kingdom
-$21.1M
2
PCM
Penn Capital Management
Pennsylvania
-$4.58M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.55M
4
RCM
Rutabaga Capital Management
Massachusetts
-$3.35M
5
Goldman Sachs
Goldman Sachs
New York
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
N
26
Nuveen
North Carolina
$4.79M -$1.25M -48,445 -23%
Invesco
27
Invesco
Georgia
$4.6M +$564K +21,824 +16%
Prudential Financial
28
Prudential Financial
New Jersey
$4.15M -$1.98M -76,710 -35%
Man Group
29
Man Group
United Kingdom
$4.11M -$662K -25,600 -15%
BCM
30
Bridgeway Capital Management
Texas
$4.11M – – –
GF
31
Gabelli Funds
New York
$3.76M +$220K +8,500 +7%
KIM
32
Kestrel Investment Management
California
$3.45M +$992K +38,400 +49%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$3.16M +$289K +11,190 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
34
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$3.06M +$2.68M +103,900 New
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$3.01M +$14.9K +578 +0.6%
Legal & General Group
36
Legal & General Group
United Kingdom
$2.94M +$14.3K +554 +0.6%
Citadel Advisors
37
Citadel Advisors
Florida
$2.77M -$102K -3,955 -4%
RCM
38
Rutabaga Capital Management
Massachusetts
$2.7M -$3.35M -129,667 -59%
Public Sector Pension Investment Board (PSP Investments)
39
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.62M +$59.3K +2,293 +3%
EVM
40
Eaton Vance Management
Massachusetts
$2.58M – – –
Teacher Retirement System of Texas
41
Teacher Retirement System of Texas
Texas
$2.45M +$2.16M +83,476 New
Fidelity Investments
42
Fidelity Investments
Massachusetts
$2.12M +$1.6M +62,000 +620%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$2.1M -$20.2K -780 -1%
AllianceBernstein
44
AllianceBernstein
Tennessee
$2.05M +$390K +15,082 +28%
Swiss National Bank
45
Swiss National Bank
Switzerland
$1.98M – – –
Victory Capital Management
46
Victory Capital Management
Texas
$1.96M +$7.91K +306 +0.5%
New York State Teachers Retirement System (NYSTRS)
47
New York State Teachers Retirement System (NYSTRS)
New York
$1.85M – – –
PPA
48
Parametric Portfolio Associates
Washington
$1.84M -$20.1K -777 -1%
Two Sigma Advisers
49
Two Sigma Advisers
New York
$1.84M -$344K -13,300 -18%
ICM
50
Invenomic Capital Management
Massachusetts
$1.83M +$1.56M +60,400 +3,216%
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MATW Hedge Fund Activity: Q4 2020 in Review

156 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2020, worth a combined $740M — up 30% from $571M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MATW positions and 15 closed out — a net gain of 5 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12.1M. The largest seller was Russell Investments Group, cutting an estimated $21.1M.

  • 156 institutional investors held Matthews International (MATW) as of Q4 2020, up from 152 in Q3 2020.
  • Funds reported $740M of Matthews International stock for Q4 2020, up 30% quarter-over-quarter.
  • 20 funds opened new Matthews International positions in Q4 2020 and 15 closed out, a net change of +5 holders.
  • The largest Matthews International buyer in Q4 2020 was Wells Fargo, an estimated $12.1M added.
  • The largest Matthews International seller in Q4 2020 was Russell Investments Group, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2020.