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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
BAAM
101
Baker Avenue Asset Management
California
$452K -$490K -12,643 -54%
Creative Planning
102
Creative Planning
Kansas
$451K +$411K +10,590 New
TRSOTSOK
103
Teachers Retirement System of the State of Kentucky
Kentucky
$430K +$20.8K +537 +6%
CCM
104
Channing Capital Management
Illinois
$428K +$390K +10,052 New
OPERF
105
Oregon Public Employees Retirement Fund
Oregon
$406K -$7.76K -200 -2%
LP
106
LMR Partners
United Kingdom
$382K +$348K +8,970 New
State Board of Administration of Florida Retirement System
107
State Board of Administration of Florida Retirement System
Florida
$380K -$205K -5,283 -37%
Two Sigma Advisers
108
Two Sigma Advisers
New York
$375K +$11.6K +300 +4%
PAM
109
Panagora Asset Management
Massachusetts
$373K – – –
KCM
110
Kennedy Capital Management
Missouri
$369K +$336K +8,652 New
HF
111
HRT Financial
New York
$361K +$329K +8,476 New
PNC Financial Services Group
112
PNC Financial Services Group
Pennsylvania
$356K -$29.4K -758 -8%
ASRS
113
Arizona State Retirement System
Arizona
$346K +$8.38K +216 +3%
WPW
114
Waldron Private Wealth
Pennsylvania
$337K -$2.56K -66 -0.8%
NA
115
NewEdge Advisors
Louisiana
$332K +$44K +1,135 +17%
EFG
116
Everhart Financial Group
Ohio
$322K +$8.14K +210 +3%
B
117
Bailard
California
$320K -$509K -13,124 -64%
DC
118
Davenport & Co
Virginia
$320K -$97K -2,500 -25%
Handelsbanken Fonder
119
Handelsbanken Fonder
Sweden
$312K – – –
Bank of Montreal
120
Bank of Montreal
Ontario, Canada
$303K -$69.3K -1,788 -20%
Envestnet Asset Management
121
Envestnet Asset Management
Illinois
$297K +$19.6K +505 +8%
VRS
122
Virginia Retirement Systems
Virginia
$290K +$264K +6,800 New
EGM
123
Engineers Gate Manager
New York
$265K +$241K +6,206 New
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$258K +$3.92K +101 +2%
MOACM
125
Mutual of America Capital Management
New York
$254K -$12.2K -315 -5%
3 4
5
6 7

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.