We are live on ! Find out more
MATW icon

Matthews International

178 hedge funds and large institutions have $1.09B invested in Matthews International in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 62

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

1% more funds holding

Funds holding: 176178 (+2)

0.42% more ownership

Funds ownership: 83.43%83.86% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less capital invested

Capital invested by funds: $1.34B → $1.09B (-$250M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $357K

Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
74
Reduced
62
Closed
19
Calls
Puts
$357K
Net Calls
-$357K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
126
Certified Advisory Corp
Florida
$227K
CGH
127
Crossmark Global Holdings
Texas
$219K -$17K -400 -7%
FA
128
FDx Advisors
Illinois
$211K +$2.77K +65 +1%
BBHC
129
Brown Brothers Harriman & Co
New York
$209K
EP
130
Elkfork Partners
Oregon
$207K +$14.3K +336 +7%
Public Employees Retirement Association of Colorado
131
Public Employees Retirement Association of Colorado
Colorado
$205K
MWNA
132
Marshall Wace North America
New York
$197K +$207K +4,848 New
RCM
133
Riverhead Capital Management
Delaware
$183K +$8.52K +200 +5%
GHCM
134
Glen Harbor Capital Management
California
$163K +$11.2K +264 +7%
FMT
135
First Mercantile Trust
Tennessee
$149K -$11.9K -280 -7%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$136K +$43.5K +1,022 +44%
NA
137
Neuburgh Advisers
California
$118K +$8.18K +192 +7%
Zurich Cantonal Bank
138
Zurich Cantonal Bank
Switzerland
$107K
AIP
139
Ameritas Investment Partners
Nebraska
$101K
BNP Paribas Financial Markets
140
BNP Paribas Financial Markets
France
$92.4K +$12.5K +294 +15%
TFA
141
Toth Financial Advisory
Virginia
$90K -$85.5K -2,007 -48%
QT
142
Quantamental Technologies
New York
$85K +$89.4K +2,098 New
Bank of Montreal
143
Bank of Montreal
Ontario, Canada
$68K +$9.58K +225 +16%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$61K +$3.88K +91 +6%
AG
145
Advisor Group
Arizona
$47K +$1.02K +24 +2%
LIA
146
LS Investment Advisors
Michigan
$40K
LTFS
147
Ladenburg Thalmann Financial Services
Florida
$40K +$17.1K +402 +71%
MOACM
148
Mutual of America Capital Management
New York
$32K +$7.92K +186 +30%
ST
149
Smithfield Trust
Pennsylvania
$28K +$17K +400 +133%
AIS
150
AlphaOne Investment Services
Pennsylvania
$22K -$2.56K -60 -10%

MATW Hedge Fund Activity: Q4 2018 in Review

178 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2018, worth a combined $1.09B — down 19% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MATW positions and 19 closed out — a net gain of 3 holders — while 74 added to existing stakes and 62 trimmed.

The largest buyer was Fort Pitt Capital Group, opening a new position worth an estimated $11.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $15M.

  • 178 institutional investors held Matthews International (MATW) as of Q4 2018, up from 176 in Q3 2018.
  • Funds reported $1.09B of Matthews International stock for Q4 2018, down 19% quarter-over-quarter.
  • 22 funds opened new Matthews International positions in Q4 2018 and 19 closed out, a net change of +3 holders.
  • The largest Matthews International buyer in Q4 2018 was Fort Pitt Capital Group, an estimated $11.2M added.
  • The largest Matthews International seller in Q4 2018 was T. Rowe Price Associates, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2018.