We are live on ! Find out more
MATW icon

Matthews International

149 hedge funds and large institutions have $1.18B invested in Matthews International in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $1.07B → $1.18B (+$109M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 153149 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

23% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 60

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
46
Reduced
60
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OA
101
OFI Advisors
Pennsylvania
$506K +$38.6K +844 +9%
WG
102
Winton Group
United Kingdom
$470K -$15.1K -330 -3%
Morgan Stanley
103
Morgan Stanley
New York
$461K -$152K -3,330 -26%
TRSOTSOK
104
Teachers Retirement System of the State of Kentucky
Kentucky
$428K
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$415K -$24.2K -530 -6%
TD Asset Management
106
TD Asset Management
Ontario, Canada
$403K +$49.4K +1,080 +15%
FA
107
FDx Advisors
Illinois
$393K -$6.26K -137 -2%
BG
108
Bahl & Gaynor
Ohio
$383K +$6.63K +145 +2%
MERSOM
109
Municipal Employees' Retirement System of Michigan
Michigan
$365K
PPCM
110
Pillar Pacific Capital Management
California
$365K
TA
111
Teton Advisors
New York
$353K -$153K -3,348 -32%
UBS Group
112
UBS Group
Switzerland
$350K +$329K +7,201 New
ProShare Advisors
113
ProShare Advisors
Maryland
$343K -$248K -5,433 -44%
Public Employees Retirement Association of Colorado
114
Public Employees Retirement Association of Colorado
Colorado
$333K
PI
115
PineBridge Investments
New York
$328K +$13.4K +294 +5%
PAG
116
Private Advisor Group
New Jersey
$326K +$306K +6,696 New
SG Americas Securities
117
SG Americas Securities
New York
$322K +$303K +6,620 New
SAM
118
Silvercrest Asset Management
New York
$292K
YMRC
119
Yorktown Management & Research Company
Virginia
$292K +$274K +6,000 New
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$266K -$108K -2,357 -30%
JCM
121
Janney Capital Management
Pennsylvania
$266K +$20.1K +440 +9%
PA
122
Profund Advisors
Maryland
$226K +$213K +4,652 New
PP
123
PDT Partners
New York
$221K +$207K +4,535 New
Legal & General Group
124
Legal & General Group
United Kingdom
$216K
EMFAT
125
Emerald Mutual Fund Advisers Trust
Pennsylvania
$215K +$202K +4,420 New

MATW Hedge Fund Activity: Q4 2014 in Review

149 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2014, worth a combined $1.18B — up 10% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of MATW and 15 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 46 added.

The largest buyer was JP Morgan Chase, adding an estimated $12.6M. The largest seller was Wellington Management Group, cutting an estimated $14.9M.

  • 149 institutional investors held Matthews International (MATW) as of Q4 2014, down from 153 in Q3 2014.
  • Funds reported $1.18B of Matthews International stock for Q4 2014, up 10% quarter-over-quarter.
  • 15 funds opened new Matthews International positions in Q4 2014 and 17 closed out, a net change of -2 holders.
  • The largest Matthews International buyer in Q4 2014 was JP Morgan Chase, an estimated $12.6M added.
  • The largest Matthews International seller in Q4 2014 was Wellington Management Group, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2014.