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Matthews International
MATW

159 hedge funds and large institutions have $989M invested in Matthews International in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $740M → $989M (+$249M)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

2% more funds holding

Funds holding: 156 → 159 (+3)

0.23% less ownership

Funds ownership: 79.28% → 79.05% (-0.23%)

42% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 69

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
40
Reduced
69
Closed
21
Calls
$838K
Puts
–
Net Calls
+$838K
Net Calls Change
-$73K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$10.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$7M
3
Goldman Sachs
Goldman Sachs
New York
+$6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.42M
5
Bank of America
Bank of America
North Carolina
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$6.89M
2
Man Group
Man Group
United Kingdom
-$4.59M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.81M
5
Morgan Stanley
Morgan Stanley
New York
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
76
Krane Funds Advisors
New York
$896K +$798K +22,663 New
SIM
77
SummerHaven Investment Management
Connecticut
$894K – – –
State of Tennessee, Department of Treasury
78
State of Tennessee, Department of Treasury
Tennessee
$889K -$386K -10,979 -33%
EWM
79
Empirical Wealth Management
Washington
$860K – – –
SOADOR
80
State of Alaska Department of Revenue
Alaska
$848K -$116K -3,300 -13%
Boston Partners
81
Boston Partners
Massachusetts
$764K -$821K -23,319 -55%
CIC
82
Cornercap Investment Counsel
Georgia
$756K +$672K +19,104 New
B
83
Bailard
California
$744K – – –
Manulife (Manufacturers Life Insurance)
84
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$691K -$33.5K -953 -5%
Janney Montgomery Scott
85
Janney Montgomery Scott
Pennsylvania
$655K -$461K -13,100 -44%
Jacobs Levy Equity Management
86
Jacobs Levy Equity Management
New Jersey
$650K -$81.5K -2,316 -12%
HHAM
87
HITE Hedge Asset Management
Massachusetts
$647K +$576K +16,358 New
Group One Trading
88
Group One Trading
Illinois
$626K -$334K -9,479 -37%
LSERS
89
Louisiana State Employees Retirement System
Louisiana
$570K -$7.04K -200 -1%
Citadel Advisors
90
Citadel Advisors
Florida
$566K -$2.81M -79,815 -85%
State Board of Administration of Florida Retirement System
91
State Board of Administration of Florida Retirement System
Florida
$562K -$14.1K -400 -3%
PPCM
92
Pillar Pacific Capital Management
California
$554K -$35.2K -1,000 -7%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$550K +$20.1K +571 +4%
PAM
94
Panagora Asset Management
Massachusetts
$542K +$483K +13,715 New
FNT
95
First National Trust
Pennsylvania
$526K -$21.1K -600 -4%
OPERF
96
Oregon Public Employees Retirement Fund
Oregon
$511K +$10.6K +300 +2%
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$510K +$26.8K +761 +6%
Citigroup
98
Citigroup
New York
$506K -$148K -4,191 -25%
CCWA
99
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$505K – – –
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$504K -$1.45M -41,256 -76%
2 3
4
5 6

MATW Hedge Fund Activity: Q1 2021 in Review

159 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q1 2021, worth a combined $989M — up 34% from $740M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MATW positions and 21 closed out — a net gain of 4 holders — while 40 added to existing stakes and 69 trimmed.

The largest buyer was BlackRock, adding an estimated $10.3M. The largest seller was Russell Investments Group, cutting an estimated $6.89M.

  • 159 institutional investors held Matthews International (MATW) as of Q1 2021, up from 156 in Q4 2020.
  • Funds reported $989M of Matthews International stock for Q1 2021, up 34% quarter-over-quarter.
  • 25 funds opened new Matthews International positions in Q1 2021 and 21 closed out, a net change of +4 holders.
  • The largest Matthews International buyer in Q1 2021 was BlackRock, an estimated $10.3M added.
  • The largest Matthews International seller in Q1 2021 was Russell Investments Group, an estimated $6.89M sold.

Based on aggregated 13F filings for Q1 2021.