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Matthews International

169 hedge funds and large institutions have $694M invested in Matthews International in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

21% more capital invested

Capital invested by funds: $575M → $694M (+$118M)

6% more funds holding

Funds holding: 159169 (+10)

0.92% more ownership

Funds ownership: 81.03%81.95% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

97% less call options, than puts

Call options by funds: $238K | Put options by funds: $6.96M

Holders
169
Holders Change
+10
Holders Change %
+6.29%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
60
Reduced
49
Closed
20
Calls
$238K
Puts
$6.96M
Net Calls
-$6.72M
Net Calls Change
-$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
51
SummerHaven Investment Management
Connecticut
$890K
Prudential Financial
52
Prudential Financial
New Jersey
$878K
Canada Life
53
Canada Life
Manitoba, Canada
$862K +$27.9K +1,088 +4%
Citadel Advisors
54
Citadel Advisors
Florida
$807K -$174K -6,784 -19%
NAM
55
NorthCrest Asset Manangement
Minnesota
$782K -$12.3K -481 -2%
Deutsche Bank
56
Deutsche Bank
Germany
$770K +$249K +9,734 +54%
BBHC
57
Brown Brothers Harriman & Co
New York
$755K
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$754K -$9.53K -372 -1%
Boston Partners
59
Boston Partners
Massachusetts
$702K -$159K -6,219 -20%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$691K -$34.7K -1,355 -5%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$655K -$9.66K -377 -2%
Marshall Wace
62
Marshall Wace
United Kingdom
$650K +$601K +23,465 New
Comerica Bank
63
Comerica Bank
Texas
$648K -$127K -4,951 -17%
HSBC Holdings
64
HSBC Holdings
United Kingdom
$616K +$569K +22,201 New
Creative Planning
65
Creative Planning
Kansas
$612K +$567K +22,113 New
Amundi
66
Amundi
France
$611K +$343K +13,387 +213%
Ensign Peak Advisors
67
Ensign Peak Advisors
Utah
$566K
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$558K -$14.7K -574 -3%
HAIM
69
Hunter Associates Investment Management
Pennsylvania
$557K -$161K -6,300 -24%
N
70
Numerai
California
$557K -$896K -34,976 -63%
Wells Fargo
71
Wells Fargo
California
$539K +$108K +4,217 +28%
EGM
72
Engineers Gate Manager
New York
$538K -$966K -37,722 -66%
HF
73
HRT Financial
New York
$538K -$75K -2,928 -13%
MIM
74
MetLife Investment Management
New Jersey
$493K +$6.92K +270 +2%
SOADOR
75
State of Alaska Department of Revenue
Alaska
$480K -$2.64K -103 -0.6%

MATW Hedge Fund Activity: Q4 2024 in Review

169 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2024, worth a combined $694M — up 21% from $575M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MATW positions and 20 closed out — a net gain of 11 holders — while 60 added to existing stakes and 49 trimmed.

The largest buyer was Ameriprise, adding an estimated $4.33M. The largest seller was Millennium Management, cutting an estimated $3.55M.

  • 169 institutional investors held Matthews International (MATW) as of Q4 2024, up from 159 in Q3 2024.
  • Funds reported $694M of Matthews International stock for Q4 2024, up 21% quarter-over-quarter.
  • 31 funds opened new Matthews International positions in Q4 2024 and 20 closed out, a net change of +11 holders.
  • The largest Matthews International buyer in Q4 2024 was Ameriprise, an estimated $4.33M added.
  • The largest Matthews International seller in Q4 2024 was Millennium Management, an estimated $3.55M sold.

Based on aggregated 13F filings for Q4 2024.