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Matthews International
MATW

168 hedge funds and large institutions have $933M invested in Matthews International in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

8% more funds holding

Funds holding: 156 → 168 (+12)

5% more capital invested

Capital invested by funds: $888M → $933M (+$45.1M)

0.05% less ownership

Funds ownership: 81.03% → 80.97% (-0.05%)

26% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 65

Holders
168
Holders Change
+12
Holders Change %
+7.69%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
48
Reduced
65
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PF
Phoenix Financial
Israel
+$5.79M
2
BlackRock
BlackRock
New York
+$5.73M
3
VC
Voss Capital
Texas
+$3.07M
4
SCP
Seizert Capital Partners
Michigan
+$1.96M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.86M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.3M
2
Goldman Sachs
Goldman Sachs
New York
-$6.59M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.71M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.89M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
51
Wells Fargo
California
$1.58M -$16.3M -450,624 -91%
Grantham, Mayo, Van Otterloo & Co (GMO)
52
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.54M -$304K -8,400 -17%
Barclays
53
Barclays
United Kingdom
$1.48M -$313K -8,634 -18%
RCG
54
Rock Creek Group
District of Columbia
$1.46M +$1.44M +39,796 New
UBS AM
55
UBS AM
Illinois
$1.3M +$90.9K +2,512 +8%
SDWMA
56
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.24M – – –
RCM
57
Rutabaga Capital Management
Massachusetts
$1.2M -$1.34M -37,050 -53%
Two Sigma Investments
58
Two Sigma Investments
New York
$1.12M +$94.4K +2,609 +9%
NAM
59
NorthCrest Asset Manangement
Minnesota
$1.07M +$1.06M +29,200 New
YCM
60
Yousif Capital Management
Michigan
$1.06M +$1.04M +28,812 New
Jacobs Levy Equity Management
61
Jacobs Levy Equity Management
New Jersey
$1.05M +$213K +5,882 +26%
Citigroup
62
Citigroup
New York
$1.04M +$259K +7,149 +34%
EIP
63
Easterly Investment Partners
Massachusetts
$1.01M -$145K -4,000 -13%
Canada Life
64
Canada Life
Manitoba, Canada
$997K – – –
CS
65
Credit Suisse
Switzerland
$993K -$126K -3,488 -11%
GCP
66
GSA Capital Partners
United Kingdom
$987K -$500K -13,809 -34%
SO
67
STRS Ohio
Ohio
$953K -$76K -2,100 -7%
AQR Capital Management
68
AQR Capital Management
Connecticut
$948K -$475K -13,136 -34%
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$943K +$6.3K +174 +0.7%
Comerica Bank
70
Comerica Bank
Texas
$937K -$54.4K -1,502 -5%
COPPSERS
71
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$876K -$2.75K -76 -0.3%
AI
72
Atom Investors
Texas
$848K -$2.82K -78 -0.3%
TPSF
73
Texas Permanent School Fund
Texas
$839K -$17.8K -493 -2%
State of Tennessee, Department of Treasury
74
State of Tennessee, Department of Treasury
Tennessee
$823K -$51.2K -1,415 -6%
SOADOR
75
State of Alaska Department of Revenue
Alaska
$820K -$23K -635 -3%
1 2
3
4 5

MATW Hedge Fund Activity: Q4 2021 in Review

168 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2021, worth a combined $933M — up 5.1% from $888M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MATW positions and 13 closed out — a net gain of 13 holders — while 48 added to existing stakes and 65 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $5.79M. The largest seller was Wells Fargo, cutting an estimated $16.3M.

  • 168 institutional investors held Matthews International (MATW) as of Q4 2021, up from 156 in Q3 2021.
  • Funds reported $933M of Matthews International stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 26 funds opened new Matthews International positions in Q4 2021 and 13 closed out, a net change of +13 holders.
  • The largest Matthews International buyer in Q4 2021 was Phoenix Financial, an estimated $5.79M added.
  • The largest Matthews International seller in Q4 2021 was Wells Fargo, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2021.