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Matthews International
MATW

156 hedge funds and large institutions have $740M invested in Matthews International in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $1.66M

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

30% more capital invested

Capital invested by funds: $571M → $740M (+$169M)

3% more funds holding

Funds holding: 152 → 156 (+4)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

2.62% less ownership

Funds ownership: 81.9% → 79.28% (-2.6%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
156
Holders Change
+4
Holders Change %
+2.63%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
54
Reduced
56
Closed
15
Calls
$2.57M
Puts
$1.66M
Net Calls
+$911K
Net Calls Change
+$1.25M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$12.1M
2
BlackRock
BlackRock
New York
+$7.97M
3
GI
GAMCO Investors
Connecticut
+$5.67M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.03M
5
PF
Phoenix Financial
Israel
+$3.82M

Top Sellers

1
Russell Investments Group
Russell Investments Group
United Kingdom
-$21.1M
2
PCM
Penn Capital Management
Pennsylvania
-$4.58M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.55M
4
RCM
Rutabaga Capital Management
Massachusetts
-$3.35M
5
Goldman Sachs
Goldman Sachs
New York
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPSF
76
Texas Permanent School Fund
Texas
$750K -$95.1K -3,679 -13%
UBS Group
77
UBS Group
Switzerland
$750K +$144K +5,558 +28%
Group One Trading
78
Group One Trading
Illinois
$744K +$248K +9,611 +61%
SOADOR
79
State of Alaska Department of Revenue
Alaska
$727K -$117K -4,510 -15%
COPPSERS
80
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$724K +$9.48K +367 +2%
EGM
81
Engineers Gate Manager
New York
$722K -$254K -9,827 -29%
AI
82
Atom Investors
Texas
$721K -$192K -7,433 -23%
AG
83
Aperio Group
California
$699K -$11.5K -446 -2%
SIM
84
SummerHaven Investment Management
Connecticut
$664K +$584K +22,598 New
Two Sigma Investments
85
Two Sigma Investments
New York
$658K -$222K -8,598 -28%
EWM
86
Empirical Wealth Management
Washington
$639K +$81K +3,134 +17%
SG Americas Securities
87
SG Americas Securities
New York
$566K +$497K +19,239 New
Stifel Financial
88
Stifel Financial
Missouri
$560K +$66.3K +2,566 +16%
B
89
Bailard
California
$553K – – –
Jacobs Levy Equity Management
90
Jacobs Levy Equity Management
New Jersey
$551K -$25.1K -973 -5%
Manulife (Manufacturers Life Insurance)
91
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$542K +$11.5K +445 +2%
CSS
92
Cubist Systematic Strategies
Connecticut
$508K -$440K -17,023 -50%
Citigroup
93
Citigroup
New York
$499K +$150K +5,819 +52%
BBHC
94
Brown Brothers Harriman & Co
New York
$445K – – –
PPCM
95
Pillar Pacific Capital Management
California
$441K – – –
State Board of Administration of Florida Retirement System
96
State Board of Administration of Florida Retirement System
Florida
$429K -$3.62K -140 -0.9%
LSERS
97
Louisiana State Employees Retirement System
Louisiana
$429K +$2.58K +100 +0.7%
II
98
Inspire Investing
Idaho
$429K +$65K +2,514 +21%
MIM
99
MetLife Investment Management
New Jersey
$422K – – –
Royal Bank of Canada
100
Royal Bank of Canada
Ontario, Canada
$412K +$5.01K +194 +1%
2 3
4
5 6

MATW Hedge Fund Activity: Q4 2020 in Review

156 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2020, worth a combined $740M — up 30% from $571M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MATW positions and 15 closed out — a net gain of 5 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12.1M. The largest seller was Russell Investments Group, cutting an estimated $21.1M.

  • 156 institutional investors held Matthews International (MATW) as of Q4 2020, up from 152 in Q3 2020.
  • Funds reported $740M of Matthews International stock for Q4 2020, up 30% quarter-over-quarter.
  • 20 funds opened new Matthews International positions in Q4 2020 and 15 closed out, a net change of +5 holders.
  • The largest Matthews International buyer in Q4 2020 was Wells Fargo, an estimated $12.1M added.
  • The largest Matthews International seller in Q4 2020 was Russell Investments Group, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2020.