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Matthews International
MATW

155 hedge funds and large institutions have $1.03B invested in Matthews International in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

9% more capital invested

Capital invested by funds: $943M → $1.03B (+$82.9M)

1.17% more ownership

Funds ownership: 84.61% → 85.78% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

1% more funds holding

Funds holding: 154 → 155 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
54
Reduced
53
Closed
14
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$573K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.79M
2
BlackRock
BlackRock
New York
+$2.8M
3
Goldman Sachs
Goldman Sachs
New York
+$2.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$1.83M
5
Morgan Stanley
Morgan Stanley
New York
+$1.54M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$2.8M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.37M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.24M
4
RCM
Rutabaga Capital Management
Massachusetts
-$1.56M
5
CVA
Ceredex Value Advisors
Florida
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
76
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$714K -$23.3K -636 -3%
FNT
77
First National Trust
Pennsylvania
$681K -$13.5K -367 -2%
EWM
78
Empirical Wealth Management
Washington
$670K +$1.65K +45 +0.3%
KFA
79
Krane Funds Advisors
New York
$669K +$643K +17,537 New
Deutsche Bank
80
Deutsche Bank
Germany
$653K +$305K +8,322 +94%
JP Morgan Chase
81
JP Morgan Chase
New York
$645K -$2.8M -76,501 -82%
SFM
82
Systematic Financial Management
New Jersey
$642K – – –
State Board of Administration of Florida Retirement System
83
State Board of Administration of Florida Retirement System
Florida
$563K -$4.03K -110 -0.7%
Man Group
84
Man Group
United Kingdom
$561K +$282K +7,683 +109%
MIM
85
MetLife Investment Management
New Jersey
$548K – – –
GIA
86
Guyasuta Investment Advisors
Pennsylvania
$534K – – –
ZCM
87
Zebra Capital Management
Connecticut
$522K -$41.5K -1,132 -8%
AG
88
Aperio Group
California
$499K +$2.31K +63 +0.5%
KBC Group
89
KBC Group
Belgium
$489K – – –
OPERF
90
Oregon Public Employees Retirement Fund
Oregon
$489K – – –
Envestnet Asset Management
91
Envestnet Asset Management
Illinois
$487K -$84.5K -2,305 -15%
QI
92
QS Investors
New York
$487K – – –
HF
93
HRT Financial
New York
$475K +$457K +12,453 New
HSBC Holdings
94
HSBC Holdings
United Kingdom
$469K +$62K +1,690 +16%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$464K +$240K +6,549 +117%
US Bancorp
96
US Bancorp
Minnesota
$444K +$12.4K +338 +3%
MSA
97
Mason Street Advisors
Wisconsin
$417K +$8.21K +224 +2%
State of Tennessee, Department of Treasury
98
State of Tennessee, Department of Treasury
Tennessee
$411K -$118K -3,221 -23%
LSERS
99
Louisiana State Employees Retirement System
Louisiana
$411K -$30.8K -840 -7%
COPPSERS
100
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$406K -$2.02K -55 -0.5%
2 3
4
5 6

MATW Hedge Fund Activity: Q4 2019 in Review

155 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2019, worth a combined $1.03B — up 8.8% from $943M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MATW positions and 14 closed out — a net gain of 6 holders — while 54 added to existing stakes and 53 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $7.79M. The largest seller was JP Morgan Chase, cutting an estimated $2.8M.

  • 155 institutional investors held Matthews International (MATW) as of Q4 2019, up from 154 in Q3 2019.
  • Funds reported $1.03B of Matthews International stock for Q4 2019, up 8.8% quarter-over-quarter.
  • 20 funds opened new Matthews International positions in Q4 2019 and 14 closed out, a net change of +6 holders.
  • The largest Matthews International buyer in Q4 2019 was Arrowstreet Capital, an estimated $7.79M added.
  • The largest Matthews International seller in Q4 2019 was JP Morgan Chase, an estimated $2.8M sold.

Based on aggregated 13F filings for Q4 2019.