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Matthews International
MATW

159 hedge funds and large institutions have $989M invested in Matthews International in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $740M → $989M (+$249M)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

2% more funds holding

Funds holding: 156 → 159 (+3)

0.23% less ownership

Funds ownership: 79.28% → 79.05% (-0.23%)

42% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 69

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
40
Reduced
69
Closed
21
Calls
$838K
Puts
–
Net Calls
+$838K
Net Calls Change
-$73K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$10.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$7M
3
Goldman Sachs
Goldman Sachs
New York
+$6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.42M
5
Bank of America
Bank of America
North Carolina
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$6.89M
2
Man Group
Man Group
United Kingdom
-$4.59M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.81M
5
Morgan Stanley
Morgan Stanley
New York
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pacer Advisors
51
Pacer Advisors
Pennsylvania
$1.84M +$1.63M +46,426 New
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$1.82M – – –
AQR Capital Management
53
AQR Capital Management
Connecticut
$1.74M -$147K -4,177 -9%
Barclays
54
Barclays
United Kingdom
$1.65M -$177K -5,034 -11%
MAM
55
Martingale Asset Management
Massachusetts
$1.59M -$10.6K -300 -0.7%
BNP Paribas Financial Markets
56
BNP Paribas Financial Markets
France
$1.42M +$300K +8,517 +31%
KWM
57
Kingsview Wealth Management
Oregon
$1.39M +$1.19M +33,819 New
Comerica Bank
58
Comerica Bank
Texas
$1.38M -$49K -1,393 -4%
Grantham, Mayo, Van Otterloo & Co (GMO)
59
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.32M +$1.17M +33,360 New
JCIA
60
Jackson Creek Investment Advisors
Colorado
$1.31M +$1.17M +33,113 New
CS
61
Credit Suisse
Switzerland
$1.29M -$186K -5,282 -14%
Assenagon Asset Management
62
Assenagon Asset Management
Luxembourg
$1.25M +$1.11M +31,500 New
UBS AM
63
UBS AM
Illinois
$1.23M – – –
SDWMA
64
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.21M +$1.07M +30,477 New
NFG
65
Nations Financial Group
Iowa
$1.14M +$1.01M +28,816 New
Two Sigma Advisers
66
Two Sigma Advisers
New York
$1.14M -$1.19M -33,800 -54%
Canada Life
67
Canada Life
Manitoba, Canada
$1.07M -$128K -3,649 -12%
HSBC Holdings
68
HSBC Holdings
United Kingdom
$1.06M -$538K -15,292 -36%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$1.04M – – –
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$1.03M -$10.4K -295 -1%
EGM
71
Engineers Gate Manager
New York
$1.03M +$49.3K +1,402 +6%
COPPSERS
72
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$966K -$7.04K -200 -0.8%
AI
73
Atom Investors
Texas
$964K -$5.21K -148 -0.6%
UBS Group
74
UBS Group
Switzerland
$940K -$60.9K -1,730 -7%
TPSF
75
Texas Permanent School Fund
Texas
$936K -$65.6K -1,863 -7%
1 2
3
4 5

MATW Hedge Fund Activity: Q1 2021 in Review

159 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q1 2021, worth a combined $989M — up 34% from $740M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MATW positions and 21 closed out — a net gain of 4 holders — while 40 added to existing stakes and 69 trimmed.

The largest buyer was BlackRock, adding an estimated $10.3M. The largest seller was Russell Investments Group, cutting an estimated $6.89M.

  • 159 institutional investors held Matthews International (MATW) as of Q1 2021, up from 156 in Q4 2020.
  • Funds reported $989M of Matthews International stock for Q1 2021, up 34% quarter-over-quarter.
  • 25 funds opened new Matthews International positions in Q1 2021 and 21 closed out, a net change of +4 holders.
  • The largest Matthews International buyer in Q1 2021 was BlackRock, an estimated $10.3M added.
  • The largest Matthews International seller in Q1 2021 was Russell Investments Group, an estimated $6.89M sold.

Based on aggregated 13F filings for Q1 2021.