Matthews International
MATW
156 hedge funds and large institutions have $888M invested in Matthews International in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 19 closing their positions.
0.29% less ownership
Funds ownership: 81.32% → 81.03% (-0.29%)
4% less capital invested
Capital invested by funds: $924M → $888M (-$36.7M)
7% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 57
8% less call options, than puts
Call options by funds: $4.36M | Put options by funds: $4.76M
4% less funds holding
Funds holding: 163 → 156 (-7)
26% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
+$14.4M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$5.47M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$3.02M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3M |
| 5 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
+$2.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AI
Ariel Investments
Chicago,
Illinois
|
-$11.5M |
| 2 |
FPCG
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
|
-$7.7M |
| 3 |
BlackRock
New York
|
-$4.33M |
| 4 |
JP Morgan Chase
New York
|
-$3.76M |
| 5 |
Morgan Stanley
New York
|
-$3.64M |
MATW Hedge Fund Activity: Q3 2021 in Review
156 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q3 2021, worth a combined $888M — down 4% from $924M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of MATW and 14 opened new positions — a net loss of 5 holders — while 57 trimmed existing stakes and 53 added.
The largest buyer was Phoenix Financial, adding an estimated $14.4M. The largest seller was Ariel Investments, exiting entirely with an estimated $11.5M sold.
- 156 institutional investors held Matthews International (MATW) as of Q3 2021, down from 163 in Q2 2021.
- Funds reported $888M of Matthews International stock for Q3 2021, down 4% quarter-over-quarter.
- 14 funds opened new Matthews International positions in Q3 2021 and 19 closed out, a net change of -5 holders.
- The largest Matthews International buyer in Q3 2021 was Phoenix Financial, an estimated $14.4M added.
- The largest Matthews International seller in Q3 2021 was Ariel Investments, an estimated $11.5M sold.
Based on aggregated 13F filings for Q3 2021.