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Matthews International
MATW

156 hedge funds and large institutions have $740M invested in Matthews International in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $1.66M

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

30% more capital invested

Capital invested by funds: $571M → $740M (+$169M)

3% more funds holding

Funds holding: 152 → 156 (+4)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

2.62% less ownership

Funds ownership: 81.9% → 79.28% (-2.6%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
156
Holders Change
+4
Holders Change %
+2.63%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
54
Reduced
56
Closed
15
Calls
$2.57M
Puts
$1.66M
Net Calls
+$911K
Net Calls Change
+$1.25M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$12.1M
2
BlackRock
BlackRock
New York
+$7.97M
3
GI
GAMCO Investors
Connecticut
+$5.67M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.03M
5
PF
Phoenix Financial
Israel
+$3.82M

Top Sellers

1
Russell Investments Group
Russell Investments Group
United Kingdom
-$21.1M
2
PCM
Penn Capital Management
Pennsylvania
-$4.58M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.55M
4
RCM
Rutabaga Capital Management
Massachusetts
-$3.35M
5
Goldman Sachs
Goldman Sachs
New York
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$1.81M -$615K -23,807 -28%
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$1.73M -$994K -38,480 -40%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$1.59M -$608K -23,545 -30%
Renaissance Technologies
54
Renaissance Technologies
New York
$1.54M -$2.36M -91,470 -64%
AQR Capital Management
55
AQR Capital Management
Connecticut
$1.42M -$73.2K -2,833 -6%
JP Morgan Chase
56
JP Morgan Chase
New York
$1.38M +$815K +31,523 +204%
Barclays
57
Barclays
United Kingdom
$1.38M -$165K -6,397 -12%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$1.35M -$15.5K -601 -1%
MWNA
59
Marshall Wace North America
New York
$1.34M -$219K -8,465 -16%
Boston Partners
60
Boston Partners
Massachusetts
$1.25M -$2.65M -102,464 -71%
HSBC Holdings
61
HSBC Holdings
United Kingdom
$1.24M +$44.8K +1,732 +4%
GCP
62
GSA Capital Partners
United Kingdom
$1.22M +$268K +10,366 +33%
MAM
63
Martingale Asset Management
Massachusetts
$1.19M -$375K -14,499 -26%
PCM
64
Penn Capital Management
Pennsylvania
$1.14M -$4.58M -177,105 -82%
CS
65
Credit Suisse
Switzerland
$1.11M +$322K +12,466 +49%
Comerica Bank
66
Comerica Bank
Texas
$1.05M +$16.3K +631 +2%
State of Tennessee, Department of Treasury
67
State of Tennessee, Department of Treasury
Tennessee
$983K +$8.09K +313 +0.9%
Bank of America
68
Bank of America
North Carolina
$964K +$85.7K +3,315 +11%
UBS AM
69
UBS AM
Illinois
$912K – – –
Canada Life
70
Canada Life
Manitoba, Canada
$907K -$99.5K -3,849 -11%
Janney Montgomery Scott
71
Janney Montgomery Scott
Pennsylvania
$872K +$343K +13,265 +81%
BNP Paribas Financial Markets
72
BNP Paribas Financial Markets
France
$805K -$812K -31,405 -53%
Thrivent Financial for Lutherans
73
Thrivent Financial for Lutherans
Minnesota
$774K +$10.1K +391 +2%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$773K – – –
Marshall Wace
75
Marshall Wace
United Kingdom
$758K -$2.42M -93,622 -78%
1 2
3
4 5

MATW Hedge Fund Activity: Q4 2020 in Review

156 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2020, worth a combined $740M — up 30% from $571M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MATW positions and 15 closed out — a net gain of 5 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12.1M. The largest seller was Russell Investments Group, cutting an estimated $21.1M.

  • 156 institutional investors held Matthews International (MATW) as of Q4 2020, up from 152 in Q3 2020.
  • Funds reported $740M of Matthews International stock for Q4 2020, up 30% quarter-over-quarter.
  • 20 funds opened new Matthews International positions in Q4 2020 and 15 closed out, a net change of +5 holders.
  • The largest Matthews International buyer in Q4 2020 was Wells Fargo, an estimated $12.1M added.
  • The largest Matthews International seller in Q4 2020 was Russell Investments Group, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2020.