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Matthews International
MATW

156 hedge funds and large institutions have $740M invested in Matthews International in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $1.66M

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

30% more capital invested

Capital invested by funds: $571M → $740M (+$169M)

3% more funds holding

Funds holding: 152 → 156 (+4)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

2.62% less ownership

Funds ownership: 81.9% → 79.28% (-2.6%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
156
Holders Change
+4
Holders Change %
+2.63%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
54
Reduced
56
Closed
15
Calls
$2.57M
Puts
$1.66M
Net Calls
+$911K
Net Calls Change
+$1.25M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$12.1M
2
BlackRock
BlackRock
New York
+$7.97M
3
GI
GAMCO Investors
Connecticut
+$5.67M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.03M
5
PF
Phoenix Financial
Israel
+$3.82M

Top Sellers

1
Russell Investments Group
Russell Investments Group
United Kingdom
-$21.1M
2
PCM
Penn Capital Management
Pennsylvania
-$4.58M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.55M
4
RCM
Rutabaga Capital Management
Massachusetts
-$3.35M
5
Goldman Sachs
Goldman Sachs
New York
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
American Century Companies
101
American Century Companies
Missouri
$411K +$361K +13,984 New
FNT
102
First National Trust
Pennsylvania
$409K -$36.2K -1,400 -9%
VOYA Investment Management
103
VOYA Investment Management
Georgia
$392K +$67.4K +2,610 +24%
Millennium Management
104
Millennium Management
New York
$383K -$427K -16,528 -56%
CCWA
105
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$375K – – –
OPERF
106
Oregon Public Employees Retirement Fund
Oregon
$371K -$5.09K -197 -2%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$366K +$134K +5,201 +80%
VHMC
108
Value Holdings Management Company
New York
$353K +$25.8K +1,000 +9%
MSA
109
Mason Street Advisors
Wisconsin
$349K +$3.23K +125 +1%
BUB
110
BBVA USA Bancshares
Texas
$333K +$294K +11,366 New
HF
111
HRT Financial
New York
$324K -$26.7K -1,033 -9%
ACI
112
AMP Capital Investors
Australia
$312K – – –
MLICM
113
Metropolitan Life Insurance Company (MetLife)
New York
$293K – – –
HAIM
114
Hunter Associates Investment Management
Pennsylvania
$274K -$4.42K -171 -2%
TI
115
Trexquant Investment
Connecticut
$271K +$238K +9,206 New
JMPWA
116
JP Morgan Private Wealth Advisors
California
$270K +$238K +9,200 New
TRSOTSOK
117
Teachers Retirement System of the State of Kentucky
Kentucky
$265K – – –
Wellington Management Group
118
Wellington Management Group
Massachusetts
$265K +$233K +9,021 New
Truist Financial
119
Truist Financial
North Carolina
$259K -$589K -22,800 -72%
ASRS
120
Arizona State Retirement System
Arizona
$253K -$9.02K -349 -4%
EA
121
Emerald Advisers
Pennsylvania
$243K -$14.2K -548 -6%
WPW
122
Waldron Private Wealth
Pennsylvania
$226K +$199K +7,711 New
Zurich Cantonal Bank
123
Zurich Cantonal Bank
Switzerland
$185K – – –
Barrow, Hanley, Mewhinney & Strauss
124
Barrow, Hanley, Mewhinney & Strauss
Texas
$167K -$24K -928 -14%
Public Employees Retirement Association of Colorado
125
Public Employees Retirement Association of Colorado
Colorado
$149K – – –
3 4
5
6 7

MATW Hedge Fund Activity: Q4 2020 in Review

156 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2020, worth a combined $740M — up 30% from $571M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MATW positions and 15 closed out — a net gain of 5 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12.1M. The largest seller was Russell Investments Group, cutting an estimated $21.1M.

  • 156 institutional investors held Matthews International (MATW) as of Q4 2020, up from 152 in Q3 2020.
  • Funds reported $740M of Matthews International stock for Q4 2020, up 30% quarter-over-quarter.
  • 20 funds opened new Matthews International positions in Q4 2020 and 15 closed out, a net change of +5 holders.
  • The largest Matthews International buyer in Q4 2020 was Wells Fargo, an estimated $12.1M added.
  • The largest Matthews International seller in Q4 2020 was Russell Investments Group, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2020.