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Matthews International
MATW

159 hedge funds and large institutions have $989M invested in Matthews International in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $740M → $989M (+$249M)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

2% more funds holding

Funds holding: 156 → 159 (+3)

0.23% less ownership

Funds ownership: 79.28% → 79.05% (-0.23%)

42% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 69

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
40
Reduced
69
Closed
21
Calls
$838K
Puts
–
Net Calls
+$838K
Net Calls Change
-$73K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$10.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$7M
3
Goldman Sachs
Goldman Sachs
New York
+$6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.42M
5
Bank of America
Bank of America
North Carolina
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$6.89M
2
Man Group
Man Group
United Kingdom
-$4.59M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.81M
5
Morgan Stanley
Morgan Stanley
New York
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
VHMC
101
Value Holdings Management Company
New York
$475K – – –
Allianz Asset Management
102
Allianz Asset Management
Germany
$468K +$416K +11,826 New
Renaissance Technologies
103
Renaissance Technologies
New York
$440K -$1.46M -41,355 -79%
MIM
104
MetLife Investment Management
New Jersey
$436K -$117K -3,315 -23%
BUB
105
BBVA USA Bancshares
Texas
$431K -$16.5K -470 -4%
Millennium Management
106
Millennium Management
New York
$415K -$89.5K -2,544 -20%
IA
107
IndexIQ Advisors
New York
$401K +$357K +10,131 New
CSS
108
Cubist Systematic Strategies
Connecticut
$395K -$256K -7,266 -42%
JMPWA
109
JP Morgan Private Wealth Advisors
California
$377K +$11.3K +320 +3%
MLICM
110
Metropolitan Life Insurance Company (MetLife)
New York
$374K -$17.8K -505 -5%
Man Group
111
Man Group
United Kingdom
$373K -$4.59M -130,321 -93%
TRSOTSOK
112
Teachers Retirement System of the State of Kentucky
Kentucky
$356K – – –
ASRS
113
Arizona State Retirement System
Arizona
$348K +$6.26K +178 +2%
HAIM
114
Hunter Associates Investment Management
Pennsylvania
$332K -$33K -937 -10%
EA
115
Emerald Advisers
Pennsylvania
$327K – – –
WPW
116
Waldron Private Wealth
Pennsylvania
$304K – – –
HIS
117
Harvest Investment Services
Illinois
$303K +$270K +7,684 New
Wellington Management Group
118
Wellington Management Group
Massachusetts
$296K -$54K -1,534 -17%
MSL
119
Mackay Shields LLC
New York
$285K +$253K +7,200 New
Jane Street
120
Jane Street
New York
$285K +$254K +7,206 New
PP
121
Paloma Partners
Connecticut
$277K +$246K +6,993 New
Cambridge Investment Research Advisors
122
Cambridge Investment Research Advisors
Iowa
$268K +$239K +6,783 New
WFA
123
Websterrogers Financial Advisors
South Carolina
$207K +$184K +5,241 New
GC
124
Guggenheim Capital
Illinois
$204K +$181K +5,152 New
QI
125
QS Investors
New York
$202K +$179K +5,094 New
3 4
5
6 7

MATW Hedge Fund Activity: Q1 2021 in Review

159 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q1 2021, worth a combined $989M — up 34% from $740M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MATW positions and 21 closed out — a net gain of 4 holders — while 40 added to existing stakes and 69 trimmed.

The largest buyer was BlackRock, adding an estimated $10.3M. The largest seller was Russell Investments Group, cutting an estimated $6.89M.

  • 159 institutional investors held Matthews International (MATW) as of Q1 2021, up from 156 in Q4 2020.
  • Funds reported $989M of Matthews International stock for Q1 2021, up 34% quarter-over-quarter.
  • 25 funds opened new Matthews International positions in Q1 2021 and 21 closed out, a net change of +4 holders.
  • The largest Matthews International buyer in Q1 2021 was BlackRock, an estimated $10.3M added.
  • The largest Matthews International seller in Q1 2021 was Russell Investments Group, an estimated $6.89M sold.

Based on aggregated 13F filings for Q1 2021.