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Matthews International
MATW

184 hedge funds and large institutions have $1.57B invested in Matthews International in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 51

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more funds holding

Funds holding: 182 → 184 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0% less ownership

Funds ownership: 79.33% → 79.33% (-0%)

10% less capital invested

Capital invested by funds: $1.73B → $1.57B (-$166M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.12M

Holders
184
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
72
Reduced
51
Closed
15
Calls
–
Puts
$1.12M
Net Calls
-$1.12M
Net Calls Change
-$1.12M

Top Buyers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
+$13.9M
2
Nordea Investment Management
Nordea Investment Management
Sweden
+$6.76M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$6.24M
4
Morgan Stanley
Morgan Stanley
New York
+$3.05M
5
Millennium Management
Millennium Management
New York
+$2.55M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$20.2M
2
Northern Trust
Northern Trust
Illinois
-$5.95M
3
Credit Agricole
Credit Agricole
France
-$4.14M
4
BlackRock
BlackRock
New York
-$4.01M
5
GAM
Gotham Asset Management
New York
-$3.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
126
Private Advisor Group
New Jersey
$365K – – –
PA
127
Profund Advisors
Maryland
$345K -$29.2K -446 -7%
FMT
128
First Mercantile Trust
Tennessee
$335K -$276K -4,224 -44%
RJT
129
Raymond James Trust
Florida
$332K +$25.7K +393 +8%
Envestnet Asset Management
130
Envestnet Asset Management
Illinois
$312K -$89K -1,361 -21%
Squarepoint
131
Squarepoint
New York
$282K +$301K +4,609 New
LCM
132
Laurion Capital Management
New York
$281K +$300K +4,584 New
TA
133
Teton Advisors
New York
$279K – – –
Verition Fund Management
134
Verition Fund Management
Connecticut
$279K +$297K +4,547 New
AB
135
Amalgamated Bank
New York
$265K +$6.99K +107 +3%
PI
136
PineBridge Investments
New York
$259K +$2.29K +35 +0.8%
BBHC
137
Brown Brothers Harriman & Co
New York
$247K – – –
UCFA
138
United Capital Financial Advisors
Texas
$241K -$14.2K -217 -5%
MCIM
139
Meadow Creek Investment Management
Georgia
$221K +$80K +1,224 +51%
CSS
140
Cubist Systematic Strategies
Connecticut
$220K +$235K +3,594 New
MF
141
Magnetar Financial
Illinois
$217K +$231K +3,536 New
HI
142
HBK Investments
Texas
$214K +$30.6K +468 +15%
Capstone Investment Advisors
143
Capstone Investment Advisors
New York
$214K +$229K +3,498 New
Victory Capital Management
144
Victory Capital Management
Texas
$213K +$34K +520 +18%
UBS Group
145
UBS Group
Switzerland
$205K -$52K -795 -19%
HSBC Holdings
146
HSBC Holdings
United Kingdom
$205K +$219K +3,344 New
EP
147
Elkfork Partners
Oregon
$182K +$65.9K +1,008 +51%
AIP
148
Ameritas Investment Partners
Nebraska
$169K – – –
RCM
149
Riverhead Capital Management
Delaware
$167K +$67.4K +1,031 +61%
Bank of Montreal
150
Bank of Montreal
Ontario, Canada
$159K +$1.96K +30 +1%
4 5
6
7 8

MATW Hedge Fund Activity: Q2 2017 in Review

184 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q2 2017, worth a combined $1.57B — down 9.6% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MATW positions and 15 closed out — a net gain of 3 holders — while 72 added to existing stakes and 51 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $13.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $20.2M.

  • 184 institutional investors held Matthews International (MATW) as of Q2 2017, up from 182 in Q1 2017.
  • Funds reported $1.57B of Matthews International stock for Q2 2017, down 9.6% quarter-over-quarter.
  • 18 funds opened new Matthews International positions in Q2 2017 and 15 closed out, a net change of +3 holders.
  • The largest Matthews International buyer in Q2 2017 was VOYA Investment Management, an estimated $13.9M added.
  • The largest Matthews International seller in Q2 2017 was T. Rowe Price Associates, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2017.