Matthews International
MATW
154 hedge funds and large institutions have $943M invested in Matthews International in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 64 increasing their positions, 46 reducing their positions, and 26 closing their positions.
53% more call options, than puts
Call options by funds: $853K | Put options by funds: $556K
39% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 46
1.64% more ownership
Funds ownership: 82.96% → 84.61% (+1.6%)
3% more capital invested
Capital invested by funds: $917M → $943M (+$25.8M)
7% less funds holding
Funds holding: 166 → 154 (-12)
42% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$8.17M |
| 2 |
ACB
Aristotle Capital Boston
Boston,
Massachusetts
|
+$4M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
+$3.53M |
| 4 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$3.5M |
| 5 |
JP Morgan Chase
New York
|
+$2.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$6.22M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$4.13M |
| 3 |
CVA
Ceredex Value Advisors
Orlando,
Florida
|
-$2.37M |
| 4 |
RCM
Rutabaga Capital Management
Boston,
Massachusetts
|
-$2.28M |
| 5 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$1.98M |
MATW Hedge Fund Activity: Q3 2019 in Review
154 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q3 2019, worth a combined $943M — up 2.8% from $917M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of MATW and 15 opened new positions — a net loss of 11 holders — while 46 trimmed existing stakes and 64 added.
The largest buyer was Wasatch Advisors, opening a new position worth an estimated $8.17M. The largest seller was United Services Automobile Association, exiting entirely with an estimated $6.22M sold.
- 154 institutional investors held Matthews International (MATW) as of Q3 2019, down from 166 in Q2 2019.
- Funds reported $943M of Matthews International stock for Q3 2019, up 2.8% quarter-over-quarter.
- 15 funds opened new Matthews International positions in Q3 2019 and 26 closed out, a net change of -11 holders.
- The largest Matthews International buyer in Q3 2019 was Wasatch Advisors, an estimated $8.17M added.
- The largest Matthews International seller in Q3 2019 was United Services Automobile Association, an estimated $6.22M sold.
Based on aggregated 13F filings for Q3 2019.