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Matthews International

155 hedge funds and large institutions have $1.03B invested in Matthews International in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

9% more capital invested

Capital invested by funds: $943M → $1.03B (+$82.9M)

1.17% more ownership

Funds ownership: 84.61%85.78% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

1% more funds holding

Funds holding: 154155 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
20
Increased
54
Reduced
53
Closed
14
Calls
$870K
Puts
Net Calls
+$870K
Net Calls Change
+$573K
Name Holding Trade Value Shares
Change
Change in
Stake
EVM
51
Eaton Vance Management
Massachusetts
$2.07M +$1.36K +37 +0.1%
First Trust Advisors
52
First Trust Advisors
Illinois
$1.8M -$238K -6,485 -12%
Barclays
53
Barclays
United Kingdom
$1.8M +$363K +9,912 +27%
California State Teachers Retirement System (CalSTRS)
54
California State Teachers Retirement System (CalSTRS)
California
$1.8M -$34.9K -951 -2%
UBS Group
55
UBS Group
Switzerland
$1.59M +$1M +27,309 +192%
WG
56
Winton Group
United Kingdom
$1.51M +$1.45M +39,568 New
Canada Life
57
Canada Life
Manitoba, Canada
$1.51M +$1.46M +39,875 New
Russell Investments Group
58
Russell Investments Group
United Kingdom
$1.35M -$418K -11,409 -24%
CPO
59
Cerity Partners OCIO
New York
$1.24M -$3.78K -103 -0.3%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$1.17M -$2.37M -64,510 -68%
Comerica Bank
61
Comerica Bank
Texas
$1.12M -$4K -109 -0.4%
Barrow, Hanley, Mewhinney & Strauss
62
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.1M +$332K +9,046 +46%
CS
63
Credit Suisse
Switzerland
$1.08M +$135K +3,681 +15%
Citigroup
64
Citigroup
New York
$1.08M +$157K +4,286 +18%
New York State Common Retirement Fund
65
New York State Common Retirement Fund
New York
$1.05M -$213K -5,800 -17%
Ensign Peak Advisors
66
Ensign Peak Advisors
Utah
$1M +$964K +26,301 New
UBS AM
67
UBS AM
Illinois
$1M +$188K +5,128 +24%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$952K -$265K -7,224 -22%
SOADOR
69
State of Alaska Department of Revenue
Alaska
$903K -$19.2K -525 -2%
AIG
70
American International Group
New York
$852K -$22.8K -621 -3%
EGM
71
Engineers Gate Manager
New York
$822K +$128K +3,489 +19%
TPSF
72
Texas Permanent School Fund
Texas
$818K +$183 +5 +0%
ASRS
73
Arizona State Retirement System
Arizona
$798K -$590K -16,083 -43%
BBHC
74
Brown Brothers Harriman & Co
New York
$784K +$23.8K +650 +3%
PI
75
PineBridge Investments
New York
$737K -$659K -17,973 -48%

MATW Hedge Fund Activity: Q4 2019 in Review

155 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2019, worth a combined $1.03B — up 8.8% from $943M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MATW positions and 14 closed out — a net gain of 6 holders — while 54 added to existing stakes and 53 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $7.79M. The largest seller was JP Morgan Chase, cutting an estimated $2.8M.

  • 155 institutional investors held Matthews International (MATW) as of Q4 2019, up from 154 in Q3 2019.
  • Funds reported $1.03B of Matthews International stock for Q4 2019, up 8.8% quarter-over-quarter.
  • 20 funds opened new Matthews International positions in Q4 2019 and 14 closed out, a net change of +6 holders.
  • The largest Matthews International buyer in Q4 2019 was Arrowstreet Capital, an estimated $7.79M added.
  • The largest Matthews International seller in Q4 2019 was JP Morgan Chase, an estimated $2.8M sold.

Based on aggregated 13F filings for Q4 2019.