Matthews International
MATW
179 hedge funds and large institutions have $960M invested in Matthews International in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 19 closing their positions.
42% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 19
4% more funds holding
Funds holding: 172 → 179 (+7)
2.76% more ownership
Funds ownership: 82.79% → 85.55% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $982M → $960M (-$21.7M)
20% less repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 69
67% less call options, than puts
Call options by funds: $18K | Put options by funds: $55K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$22.1M |
| 2 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$6.01M |
| 3 |
Two Sigma Advisers
New York
|
+$3.94M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.62M |
| 5 |
Two Sigma Investments
New York
|
+$3.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
-$17.8M |
| 2 |
PCM
Portolan Capital Management
Boston,
Massachusetts
|
-$15.8M |
| 3 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
-$2.04M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$1.28M |
| 5 |
Renaissance Technologies
New York
|
-$1.28M |
MATW Hedge Fund Activity: Q4 2023 in Review
179 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2023, worth a combined $960M — down 2.2% from $982M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new MATW positions and 19 closed out — a net gain of 8 holders — while 55 added to existing stakes and 69 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $22.1M. The largest seller was Summit Partners Public Asset Management, exiting entirely with an estimated $17.8M sold.
- 179 institutional investors held Matthews International (MATW) as of Q4 2023, up from 172 in Q3 2023.
- Funds reported $960M of Matthews International stock for Q4 2023, down 2.2% quarter-over-quarter.
- 27 funds opened new Matthews International positions in Q4 2023 and 19 closed out, a net change of +8 holders.
- The largest Matthews International buyer in Q4 2023 was Morgan Stanley, an estimated $22.1M added.
- The largest Matthews International seller in Q4 2023 was Summit Partners Public Asset Management, an estimated $17.8M sold.
Based on aggregated 13F filings for Q4 2023.