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Matthews International
MATW

159 hedge funds and large institutions have $943M invested in Matthews International in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $836M → $943M (+$107M)

1% more funds holding

Funds holding: 157 → 159 (+2)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

Holders
159
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
4.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
57
Reduced
59
Closed
7
Calls
$289K
Puts
–
Net Calls
+$289K
Net Calls Change
+$72K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$7.5M
2
EBIM
Eagle Boston Investment Management
Massachusetts
+$5.85M
3
MSA
Mason Street Advisors
Wisconsin
+$4.48M
4
Morgan Stanley
Morgan Stanley
New York
+$3.16M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.7M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$6.45M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.5M
3
Wells Fargo
Wells Fargo
California
-$3.4M
4
Artisan Partners
Artisan Partners
Wisconsin
-$3.17M
5
GAM
Gotham Asset Management
New York
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
51
First Trust Advisors
Illinois
$2.43M +$489K +11,986 +27%
CS
52
Credit Suisse
Switzerland
$2.42M -$109K -2,680 -5%
AllianceBernstein
53
AllianceBernstein
Tennessee
$2.27M -$111K -2,711 -5%
California Public Employees Retirement System
54
California Public Employees Retirement System
California
$2.25M +$602K +14,748 +38%
New York State Teachers Retirement System (NYSTRS)
55
New York State Teachers Retirement System (NYSTRS)
New York
$2.19M – – –
California State Teachers Retirement System (CalSTRS)
56
California State Teachers Retirement System (CalSTRS)
California
$2.13M +$16.3K +400 +0.8%
Deutsche Bank
57
Deutsche Bank
Germany
$2.07M -$656K -16,073 -25%
Citadel Advisors
58
Citadel Advisors
Florida
$1.99M -$1.55K -38 -0.1%
ERSOT
59
Employees Retirement System of Texas
Texas
$1.92M – – –
MLICM
60
Metropolitan Life Insurance Company (MetLife)
New York
$1.85M -$1.22K -30 -0.1%
JP Morgan Chase
61
JP Morgan Chase
New York
$1.74M -$492K -12,069 -23%
TA
62
Teachers Advisors
New York
$1.68M +$42.4K +1,040 +3%
PCM
63
Piermont Capital Management
Missouri
$1.65M +$1.58M +38,790 New
NTCOC
64
Northern Trust Company of Connecticut
Connecticut
$1.54M – – –
Goldman Sachs
65
Goldman Sachs
New York
$1.48M -$6.45M -158,210 -82%
Retirement Systems of Alabama
66
Retirement Systems of Alabama
Alabama
$1.43M – – –
PCP
67
Perimeter Capital Partners
Georgia
$1.37M +$1.32M +32,253 New
U
68
UBS
Switzerland
$1.37M -$95.1K -2,330 -7%
GF
69
Gabelli Funds
New York
$1.36M – – –
State Board of Administration of Florida Retirement System
70
State Board of Administration of Florida Retirement System
Florida
$1.31M – – –
GAM
71
Gotham Asset Management
New York
$1.29M -$2.79M -68,371 -69%
WSFS
72
Wilmington Savings Fund Society
Delaware
$1.24M -$34.4K -843 -3%
TPSF
73
Texas Permanent School Fund
Texas
$1.22M -$14.1K -345 -1%
FNT
74
First National Trust
Pennsylvania
$1.2M -$33.7K -825 -3%
CF
75
CNA Financial
Illinois
$1.17M – – –
1 2
3
4 5

MATW Hedge Fund Activity: Q4 2013 in Review

159 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2013, worth a combined $943M — up 13% from $836M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MATW positions and 7 closed out — a net gain of 2 holders — while 57 added to existing stakes and 59 trimmed.

The largest buyer was Franklin Resources, adding an estimated $7.5M. The largest seller was Goldman Sachs, cutting an estimated $6.45M.

  • 159 institutional investors held Matthews International (MATW) as of Q4 2013, up from 157 in Q3 2013.
  • Funds reported $943M of Matthews International stock for Q4 2013, up 13% quarter-over-quarter.
  • 9 funds opened new Matthews International positions in Q4 2013 and 7 closed out, a net change of +2 holders.
  • The largest Matthews International buyer in Q4 2013 was Franklin Resources, an estimated $7.5M added.
  • The largest Matthews International seller in Q4 2013 was Goldman Sachs, an estimated $6.45M sold.

Based on aggregated 13F filings for Q4 2013.