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Matthews International

165 hedge funds and large institutions have $790M invested in Matthews International in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.75% less ownership

Funds ownership: 85.55%82.8% (-2.8%)

8% less funds holding

Funds holding: 179165 (-14)

13% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 62

18% less capital invested

Capital invested by funds: $960M → $790M (-$170M)

46% less call options, than puts

Call options by funds: $96K | Put options by funds: $177K

48% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 29

Holders
165
Holders Change
-14
Holders Change %
-7.82%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
54
Reduced
62
Closed
29
Calls
$96K
Puts
$177K
Net Calls
-$81K
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Change in
Stake
MS
26
Maven Securities
Jersey
$4.66M +$4.64M +150,000 New
GF
27
Gabelli Funds
New York
$4.5M +$77.3K +2,500 +2%
Two Sigma Advisers
28
Two Sigma Advisers
New York
$3.84M +$127K +4,100 +3%
Two Sigma Investments
29
Two Sigma Investments
New York
$3.44M -$878K -28,373 -20%
SCP
30
Seizert Capital Partners
Michigan
$3.24M +$50.5K +1,633 +2%
Goldman Sachs
31
Goldman Sachs
New York
$3.03M -$427K -13,807 -12%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$2.97M +$1.07M +34,631 +57%
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$2.86M -$2.41K -78 -0.1%
N
34
Nuveen
North Carolina
$2.82M
BCM
35
Bridgeway Capital Management
Texas
$2.7M -$3.94M -127,453 -60%
EF
36
Empowered Funds
Pennsylvania
$2.7M -$571K -18,453 -18%
Legal & General Group
37
Legal & General Group
United Kingdom
$2.64M -$4.73K -153 -0.2%
JAM
38
Jupiter Asset Management
United Kingdom
$2.45M -$776K -25,092 -24%
T. Rowe Price Associates
39
T. Rowe Price Associates
Maryland
$2.14M +$32.9K +1,063 +2%
Axa
40
Axa
France
$1.98M +$1.72M +55,454 +676%
Public Sector Pension Investment Board (PSP Investments)
41
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.97M
New York State Teachers Retirement System (NYSTRS)
42
New York State Teachers Retirement System (NYSTRS)
New York
$1.88M -$76.3K -2,466 -4%
Bank of America
43
Bank of America
North Carolina
$1.84M -$588K -19,016 -24%
Swiss National Bank
44
Swiss National Bank
Switzerland
$1.77M
Arrowstreet Capital
45
Arrowstreet Capital
Massachusetts
$1.67M -$2.47M -79,751 -60%
D.E. Shaw & Co
46
D.E. Shaw & Co
New York
$1.65M +$808K +26,116 +97%
UBS AM
47
UBS AM
Illinois
$1.57M
AllianceBernstein
48
AllianceBernstein
Tennessee
$1.41M -$74.5K -2,410 -5%
JP Morgan Chase
49
JP Morgan Chase
New York
$1.4M +$83.3K +2,692 +6%
WCM
50
Wedge Capital Management
North Carolina
$1.39M +$468K +15,135 +51%

MATW Hedge Fund Activity: Q1 2024 in Review

165 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q1 2024, worth a combined $790M — down 18% from $960M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of MATW and 15 opened new positions — a net loss of 14 holders — while 62 trimmed existing stakes and 54 added.

The largest buyer was Ameriprise, adding an estimated $7.45M. The largest seller was Morgan Stanley, cutting an estimated $19.5M.

  • 165 institutional investors held Matthews International (MATW) as of Q1 2024, down from 179 in Q4 2023.
  • Funds reported $790M of Matthews International stock for Q1 2024, down 18% quarter-over-quarter.
  • 15 funds opened new Matthews International positions in Q1 2024 and 29 closed out, a net change of -14 holders.
  • The largest Matthews International buyer in Q1 2024 was Ameriprise, an estimated $7.45M added.
  • The largest Matthews International seller in Q1 2024 was Morgan Stanley, an estimated $19.5M sold.

Based on aggregated 13F filings for Q1 2024.