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Matthews International
MATW

155 hedge funds and large institutions have $1.03B invested in Matthews International in 2019 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 53 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 14

9% more capital invested

Capital invested by funds: $943M → $1.03B (+$82.9M)

1.17% more ownership

Funds ownership: 84.61% → 85.78% (+1.2%)

2% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 53

1% more funds holding

Funds holding: 154 → 155 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
155
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
54
Reduced
53
Closed
14
Calls
$870K
Puts
–
Net Calls
+$870K
Net Calls Change
+$573K

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$7.79M
2
BlackRock
BlackRock
New York
+$2.8M
3
Goldman Sachs
Goldman Sachs
New York
+$2.2M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$1.83M
5
Morgan Stanley
Morgan Stanley
New York
+$1.54M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$2.8M
2
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$2.37M
3
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.24M
4
RCM
Rutabaga Capital Management
Massachusetts
-$1.56M
5
CVA
Ceredex Value Advisors
Florida
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
Ohio Public Employees Retirement System (OPERS)
126
Ohio Public Employees Retirement System (OPERS)
Ohio
$84K +$2.75K +75 +4%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$80K – – –
AIM
128
Aigen Investment Management
New York
$69K +$66.3K +1,809 New
AG
129
Advisor Group
Arizona
$64K -$4K -109 -6%
MOACM
130
Mutual of America Capital Management
New York
$43K -$2.05K -56 -5%
LIA
131
LS Investment Advisors
Michigan
$38K – – –
FGAM
132
Financial Gravity Asset Management
Texas
$38K +$257 +7 New
ST
133
Smithfield Trust
Pennsylvania
$27K – – –
TFA
134
Toth Financial Advisory
Virginia
$25K +$24.4K +665 New
LTFS
135
Ladenburg Thalmann Financial Services
Florida
$23K -$3.81K -104 -15%
SFS
136
Sowell Financial Services
Arkansas
$19K +$37 +1 +0.2%
Chevy Chase Trust
137
Chevy Chase Trust
Maryland
$19K +$18.4K +501 New
SWA
138
Sutton Wealth Advisors
Florida
$18K – – –
GT
139
Glenmede Trust
Pennsylvania
$17K +$5.76K +157 +53%
IRC
140
Investors Research Corp
Georgia
$15K – – –
CHAM
141
Clear Harbor Asset Management
Connecticut
$13.4K +$12.8K +350 New
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
Simplex Trading
143
Simplex Trading
Illinois
$8K +$7.88K +215 New
PK
144
Pflug Koory
Nebraska
$7K – – –
IWP
145
IAG Wealth Partners
Wisconsin
$6K +$5.61K +153 New
GWM
146
Geneos Wealth Management
Colorado
$5K – – –
TL
147
TrueWealth LLC
Georgia
$4K – – –
QCG
148
Quadrant Capital Group
Ohio
$3K – – –
S
149
SignatureFD
Georgia
$3K – – –
FCA
150
FinTrust Capital Advisors
South Carolina
$3K +$843 +23 +51%
3 4 5
6
7

MATW Hedge Fund Activity: Q4 2019 in Review

155 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2019, worth a combined $1.03B — up 8.8% from $943M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MATW positions and 14 closed out — a net gain of 6 holders — while 54 added to existing stakes and 53 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $7.79M. The largest seller was JP Morgan Chase, cutting an estimated $2.8M.

  • 155 institutional investors held Matthews International (MATW) as of Q4 2019, up from 154 in Q3 2019.
  • Funds reported $1.03B of Matthews International stock for Q4 2019, up 8.8% quarter-over-quarter.
  • 20 funds opened new Matthews International positions in Q4 2019 and 14 closed out, a net change of +6 holders.
  • The largest Matthews International buyer in Q4 2019 was Arrowstreet Capital, an estimated $7.79M added.
  • The largest Matthews International seller in Q4 2019 was JP Morgan Chase, an estimated $2.8M sold.

Based on aggregated 13F filings for Q4 2019.