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Matthews International
MATW

167 hedge funds and large institutions have $1B invested in Matthews International in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $902M → $1B (+$99.9M)

10% more funds holding

Funds holding: 152 → 167 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.02% less ownership

Funds ownership: 82.19% → 77.17% (-5%)

18% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 62

100% less call options, than puts

Call options by funds: $205K | Put options by funds: $72.6M

Holders
167
Holders Change
+15
Holders Change %
+9.87%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
51
Reduced
62
Closed
7
Calls
$205K
Puts
$72.6M
Net Calls
-$72.4M
Net Calls Change
-$72.5M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$8.63M
2
EF
Empowered Funds
Pennsylvania
+$3.41M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$2.16M
4
WCM
Wedge Capital Management
North Carolina
+$2.08M
5
CCM
Campbell Capital Management
Florida
+$1.97M

Top Sellers

1
PF
Phoenix Financial
Israel
-$68.1M
2
Ameriprise
Ameriprise
Minnesota
-$5.55M
3
BlackRock
BlackRock
New York
-$2.37M
4
ProShare Advisors
ProShare Advisors
Maryland
-$1.62M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
GCP
76
GSA Capital Partners
United Kingdom
$693K +$372K +9,601 +144%
Barclays
77
Barclays
United Kingdom
$687K +$24.6K +633 +4%
AIG
78
American International Group
New York
$682K -$13.4K -345 -2%
LSERS
79
Louisiana State Employees Retirement System
Louisiana
$682K +$69.8K +1,800 +13%
MIM
80
MetLife Investment Management
New Jersey
$676K – – –
Deutsche Bank
81
Deutsche Bank
Germany
$654K -$240K -6,191 -29%
Franklin Resources
82
Franklin Resources
California
$643K +$585K +15,087 New
Wells Fargo
83
Wells Fargo
California
$614K +$256K +6,598 +85%
American Century Companies
84
American Century Companies
Missouri
$610K +$328K +8,469 +145%
MAM
85
Martingale Asset Management
Massachusetts
$569K -$46.5K -1,200 -8%
Janney Montgomery Scott
86
Janney Montgomery Scott
Pennsylvania
$566K +$69.8K +1,800 +16%
Mirae Asset Global Investments
87
Mirae Asset Global Investments
South Korea
$564K – – –
D.E. Shaw & Co
88
D.E. Shaw & Co
New York
$559K -$502K -12,952 -50%
Janus Henderson Group
89
Janus Henderson Group
United Kingdom
$557K -$621 -16 -0.1%
Jane Street
90
Jane Street
New York
$555K -$95.6K -2,465 -16%
CCWA
91
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$544K – – –
AB
92
Amalgamated Bank
New York
$537K -$4.27K -110 -0.9%
VOYA Investment Management
93
VOYA Investment Management
Georgia
$532K +$14.8K +382 +3%
Mitsubishi UFJ Asset Management
94
Mitsubishi UFJ Asset Management
Japan
$517K +$471K +12,136 New
Renaissance Technologies
95
Renaissance Technologies
New York
$511K -$268K -6,900 -37%
BNP Paribas Financial Markets
96
BNP Paribas Financial Markets
France
$508K -$347K -8,945 -43%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$508K -$685K -17,670 -60%
MSRPS
98
Maryland State Retirement & Pension System
Maryland
$506K -$14.9K -384 -3%
Manulife (Manufacturers Life Insurance)
99
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$495K -$11.5K -297 -2%
FNT
100
First National Trust
Pennsylvania
$456K – – –
2 3
4
5 6

MATW Hedge Fund Activity: Q2 2023 in Review

167 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q2 2023, worth a combined $1B — up 11% from $902M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MATW positions and 7 closed out — a net gain of 15 holders — while 51 added to existing stakes and 62 trimmed.

The largest buyer was Select Equity Group, adding an estimated $8.63M. The largest seller was Phoenix Financial, cutting an estimated $68.1M.

  • 167 institutional investors held Matthews International (MATW) as of Q2 2023, up from 152 in Q1 2023.
  • Funds reported $1B of Matthews International stock for Q2 2023, up 11% quarter-over-quarter.
  • 22 funds opened new Matthews International positions in Q2 2023 and 7 closed out, a net change of +15 holders.
  • The largest Matthews International buyer in Q2 2023 was Select Equity Group, an estimated $8.63M added.
  • The largest Matthews International seller in Q2 2023 was Phoenix Financial, an estimated $68.1M sold.

Based on aggregated 13F filings for Q2 2023.