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Matthews International
MATW

168 hedge funds and large institutions have $933M invested in Matthews International in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

8% more funds holding

Funds holding: 156 → 168 (+12)

5% more capital invested

Capital invested by funds: $888M → $933M (+$45.1M)

0.05% less ownership

Funds ownership: 81.03% → 80.97% (-0.05%)

26% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 65

Holders
168
Holders Change
+12
Holders Change %
+7.69%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
48
Reduced
65
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PF
Phoenix Financial
Israel
+$5.79M
2
BlackRock
BlackRock
New York
+$5.73M
3
VC
Voss Capital
Texas
+$3.07M
4
SCP
Seizert Capital Partners
Michigan
+$1.96M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.86M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.3M
2
Goldman Sachs
Goldman Sachs
New York
-$6.59M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.71M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.89M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
76
BNP Paribas Financial Markets
France
$815K -$536K -14,796 -40%
Cambridge Investment Research Advisors
77
Cambridge Investment Research Advisors
Iowa
$810K +$471K +13,000 +143%
Deutsche Bank
78
Deutsche Bank
Germany
$793K +$27.4K +757 +4%
B
79
Bailard
California
$748K – – –
KFA
80
Krane Funds Advisors
New York
$719K +$14K +387 +2%
EWM
81
Empirical Wealth Management
Washington
$714K -$82.1K -2,268 -10%
Royal Bank of Canada
82
Royal Bank of Canada
Ontario, Canada
$696K +$121K +3,354 +21%
AIG
83
American International Group
New York
$692K -$22K -607 -3%
Millennium Management
84
Millennium Management
New York
$645K -$391K -10,794 -38%
UBS Group
85
UBS Group
Switzerland
$613K +$395K +10,911 +188%
LSERS
86
Louisiana State Employees Retirement System
Louisiana
$561K +$3.62K +100 +0.7%
AB
87
Amalgamated Bank
New York
$544K -$16.9K -468 -3%
EA
88
Ellsworth Advisors
Ohio
$543K +$28.3K +782 +6%
American Century Companies
89
American Century Companies
Missouri
$525K +$518K +14,317 New
State Board of Administration of Florida Retirement System
90
State Board of Administration of Florida Retirement System
Florida
$521K – – –
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$518K +$315K +8,693 +161%
Two Sigma Advisers
92
Two Sigma Advisers
New York
$491K -$39.8K -1,100 -8%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$488K +$1.16K +32 +0.2%
CCWA
94
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$468K +$12K +332 +3%
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$466K -$46.2K -1,275 -9%
Janney Montgomery Scott
96
Janney Montgomery Scott
Pennsylvania
$461K -$42.3K -1,168 -8%
Ensign Peak Advisors
97
Ensign Peak Advisors
Utah
$458K -$500K -13,820 -53%
MSRPS
98
Maryland State Retirement & Pension System
Maryland
$457K – – –
HSA
99
Hussman Strategic Advisors
Maryland
$455K -$112K -3,100 -20%
OPERF
100
Oregon Public Employees Retirement Fund
Oregon
$448K -$21.7K -600 -5%
2 3
4
5 6

MATW Hedge Fund Activity: Q4 2021 in Review

168 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2021, worth a combined $933M — up 5.1% from $888M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MATW positions and 13 closed out — a net gain of 13 holders — while 48 added to existing stakes and 65 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $5.79M. The largest seller was Wells Fargo, cutting an estimated $16.3M.

  • 168 institutional investors held Matthews International (MATW) as of Q4 2021, up from 156 in Q3 2021.
  • Funds reported $933M of Matthews International stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 26 funds opened new Matthews International positions in Q4 2021 and 13 closed out, a net change of +13 holders.
  • The largest Matthews International buyer in Q4 2021 was Phoenix Financial, an estimated $5.79M added.
  • The largest Matthews International seller in Q4 2021 was Wells Fargo, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2021.