We are live on ! Find out more
MATW icon

Matthews International

173 hedge funds and large institutions have $819M invested in Matthews International in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

3% more funds holding

Funds holding: 168173 (+5)

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

0.69% less ownership

Funds ownership: 80.97%80.28% (-0.69%)

12% less capital invested

Capital invested by funds: $933M → $819M (-$114M)

Holders
173
Holders Change
+5
Holders Change %
+2.98%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
57
Reduced
57
Closed
23
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$1.45M +$323K +9,445 +27%
Grantham, Mayo, Van Otterloo & Co (GMO)
52
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.31M -$58.2K -1,700 -4%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$1.3M -$118K -3,453 -8%
CVA
54
Ceredex Value Advisors
Florida
$1.27M +$1.34M +39,156 New
State of Tennessee, Department of Treasury
55
State of Tennessee, Department of Treasury
Tennessee
$1.11M +$405K +11,822 +53%
Wells Fargo
56
Wells Fargo
California
$1.1M -$311K -9,072 -21%
SDWMA
57
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.09M
RCM
58
Rutabaga Capital Management
Massachusetts
$1.06M
AQR Capital Management
59
AQR Capital Management
Connecticut
$1.02M +$192K +5,618 +22%
Citigroup
60
Citigroup
New York
$979K +$67.6K +1,976 +7%
NAM
61
NorthCrest Asset Manangement
Minnesota
$961K +$17.1K +500 +2%
GCP
62
GSA Capital Partners
United Kingdom
$943K +$76.4K +2,232 +8%
YCM
63
Yousif Capital Management
Michigan
$927K -$5.31K -155 -0.5%
Canada Life
64
Canada Life
Manitoba, Canada
$881K -$21.7K -634 -2%
COPPSERS
65
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$880K +$113K +3,306 +14%
CS
66
Credit Suisse
Switzerland
$870K -$6.95K -203 -0.7%
Comerica Bank
67
Comerica Bank
Texas
$836K -$5.31K -155 -0.6%
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$831K -$1.47K -43 -0.2%
EIP
69
Easterly Investment Partners
Massachusetts
$824K -$68.5K -2,000 -7%
Barclays
70
Barclays
United Kingdom
$821K -$517K -15,106 -37%
EGM
71
Engineers Gate Manager
New York
$793K +$839K +24,518 New
KFA
72
Krane Funds Advisors
New York
$759K +$132K +3,851 +20%
TPSF
73
Texas Permanent School Fund
Texas
$724K -$18K -525 -2%
Lazard Asset Management
74
Lazard Asset Management
New York
$719K +$761K +22,220 New
Cambridge Investment Research Advisors
75
Cambridge Investment Research Advisors
Iowa
$715K

MATW Hedge Fund Activity: Q1 2022 in Review

173 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q1 2022, worth a combined $819M — down 12% from $933M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MATW positions and 23 closed out — a net gain of 5 holders — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $8.21M. The largest seller was Fidelity Investments, cutting an estimated $13.9M.

  • 173 institutional investors held Matthews International (MATW) as of Q1 2022, up from 168 in Q4 2021.
  • Funds reported $819M of Matthews International stock for Q1 2022, down 12% quarter-over-quarter.
  • 28 funds opened new Matthews International positions in Q1 2022 and 23 closed out, a net change of +5 holders.
  • The largest Matthews International buyer in Q1 2022 was Phoenix Financial, an estimated $8.21M added.
  • The largest Matthews International seller in Q1 2022 was Fidelity Investments, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2022.