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Matthews International
MATW

142 hedge funds and large institutions have $490M invested in Matthews International in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

5% more funds holding

Funds holding: 135 → 142 (+7)

2.86% less ownership

Funds ownership: 84.77% → 81.92% (-2.9%)

24% less capital invested

Capital invested by funds: $642M → $490M (-$152M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
142
Holders Change
+7
Holders Change %
+5.19%
% of All Funds
2.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
47
Reduced
42
Closed
21
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$3K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$8.1M
2
Morgan Stanley
Morgan Stanley
New York
+$4.74M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$4.56M
4
LSV Asset Management
LSV Asset Management
Illinois
+$3.65M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.34M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
-$23.4M
2
Franklin Resources
Franklin Resources
California
-$12.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.69M
4
RJA
Raymond James & Associates
Florida
-$5.9M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$5.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
76
American International Group
New York
$413K +$13.6K +636 +3%
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$412K +$47K +2,205 +11%
UBS Group
78
UBS Group
Switzerland
$379K -$16.5K -773 -4%
SG Americas Securities
79
SG Americas Securities
New York
$372K +$203K +9,541 +96%
AIM
80
Aigen Investment Management
New York
$357K +$363K +17,047 +1,039%
EWM
81
Empirical Wealth Management
Washington
$355K – – –
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$350K -$20.5K -961 -5%
AQR Capital Management
83
AQR Capital Management
Connecticut
$320K +$357K +16,748 New
Jane Street
84
Jane Street
New York
$316K +$352K +16,520 New
State of Tennessee, Department of Treasury
85
State of Tennessee, Department of Treasury
Tennessee
$303K -$21.5K -1,010 -6%
COPPSERS
86
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$301K -$597 -28 -0.2%
SFM
87
Systematic Financial Management
New Jersey
$300K +$56K +2,630 +20%
FNT
88
First National Trust
Pennsylvania
$292K -$10.7K -500 -3%
BBHC
89
Brown Brothers Harriman & Co
New York
$289K -$115K -5,400 -26%
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$282K – – –
MIM
91
MetLife Investment Management
New Jersey
$274K – – –
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$267K -$53.8K -2,523 -15%
Two Sigma Investments
93
Two Sigma Investments
New York
$257K +$286K +13,438 New
II
94
Inspire Investing
Idaho
$255K +$53.9K +2,527 +23%
JP Morgan Chase
95
JP Morgan Chase
New York
$254K -$57.5K -2,700 -17%
Stifel Financial
96
Stifel Financial
Missouri
$254K -$16.4K -769 -5%
CCWA
97
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$247K +$276K +12,932 New
OPERF
98
Oregon Public Employees Retirement Fund
Oregon
$245K – – –
CI
99
Cigna Investments
Connecticut
$241K +$269K +12,617 New
ZCM
100
Zebra Capital Management
Connecticut
$233K -$12.2K -574 -4%
2 3
4
5 6

MATW Hedge Fund Activity: Q2 2020 in Review

142 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q2 2020, worth a combined $490M — down 24% from $642M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MATW positions and 21 closed out — a net gain of 7 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was Millennium Management, adding an estimated $8.1M. The largest seller was Clarkston Capital Partners, cutting an estimated $23.4M.

  • 142 institutional investors held Matthews International (MATW) as of Q2 2020, up from 135 in Q1 2020.
  • Funds reported $490M of Matthews International stock for Q2 2020, down 24% quarter-over-quarter.
  • 28 funds opened new Matthews International positions in Q2 2020 and 21 closed out, a net change of +7 holders.
  • The largest Matthews International buyer in Q2 2020 was Millennium Management, an estimated $8.1M added.
  • The largest Matthews International seller in Q2 2020 was Clarkston Capital Partners, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2020.