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Matthews International
MATW

135 hedge funds and large institutions have $642M invested in Matthews International in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 49 increasing their positions, 47 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 47

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1.01% less ownership

Funds ownership: 85.78% → 84.77% (-1%)

13% less funds holding

Funds holding: 155 → 135 (-20)

37% less capital invested

Capital invested by funds: $1.03B → $642M (-$384M)

56% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 32

Holders
135
Holders Change
-20
Holders Change %
-12.9%
% of All Funds
2.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
49
Reduced
47
Closed
32
Calls
$2K
Puts
–
Net Calls
+$2K
Net Calls Change
-$868K

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$14.3M
2
FPCG
Fort Pitt Capital Group
Pennsylvania
+$6.9M
3
GI
GAMCO Investors
Connecticut
+$5.6M
4
Millennium Management
Millennium Management
New York
+$4.58M
5
Goldman Sachs
Goldman Sachs
New York
+$3.56M

Top Sellers

1
FP
Foundry Partners
Minnesota
-$10.9M
2
WA
Wasatch Advisors
Utah
-$10.3M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.97M
4
CIP
Chartwell Investment Partners
Pennsylvania
-$5.52M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$4.41M
Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
126
IAG Wealth Partners
Wisconsin
$4K – – –
PK
127
Pflug Koory
Nebraska
$4K – – –
GWM
128
Geneos Wealth Management
Colorado
$3K – – –
CFFP
129
Center for Financial Planning
Michigan
$3K +$3.98K +125 New
S
130
SignatureFD
Georgia
$2K +$318 +10 +13%
TWA
131
TCI Wealth Advisors
Arizona
$2K +$2.42K +76 New
TFO
132
Tarbox Family Office
California
$1K +$796 +25 New
LC
133
Lindbrook Capital
California
$1K +$1.31K +41 New
FGAM
134
Financial Gravity Asset Management
Texas
$218 +$64 +2 +29%
FP
135
Foundry Partners
Minnesota
– -$10.9M -284,783 Closed
WA
136
Wasatch Advisors
Utah
– -$10.3M -270,564 Closed
CIP
137
Chartwell Investment Partners
Pennsylvania
– -$5.52M -144,542 Closed
CVA
138
Ceredex Value Advisors
Florida
– -$2.56M -66,984 Closed
WG
139
Winton Group
United Kingdom
– -$1.51M -39,568 Closed
EGM
140
Engineers Gate Manager
New York
– -$822K -21,529 Closed
ASRS
141
Arizona State Retirement System
Arizona
– -$798K -20,899 Closed
PI
142
PineBridge Investments
New York
– -$737K -19,300 Closed
KBC Group
143
KBC Group
Belgium
– -$489K -12,799 Closed
Envestnet Asset Management
144
Envestnet Asset Management
Illinois
– -$487K -12,770 Closed
HF
145
HRT Financial
New York
– -$475K -12,453 Closed
Squarepoint
146
Squarepoint
New York
– -$354K -9,273 Closed
IIC
147
Ironwood Investment Counsel
Arizona
– -$302K -7,938 Closed
RJT
148
Raymond James Trust
Florida
– -$251K -6,595 Closed
FA
149
FDx Advisors
Illinois
– -$238K -6,238 Closed
PPCM
150
Pillar Pacific Capital Management
California
– -$233K -6,100 Closed
3 4 5
6
7

MATW Hedge Fund Activity: Q1 2020 in Review

135 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q1 2020, worth a combined $642M — down 37% from $1.03B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of MATW and 14 opened new positions — a net loss of 18 holders — while 47 trimmed existing stakes and 49 added.

The largest buyer was Ameriprise, adding an estimated $14.3M. The largest seller was Foundry Partners, exiting entirely with an estimated $10.9M sold.

  • 135 institutional investors held Matthews International (MATW) as of Q1 2020, down from 155 in Q4 2019.
  • Funds reported $642M of Matthews International stock for Q1 2020, down 37% quarter-over-quarter.
  • 14 funds opened new Matthews International positions in Q1 2020 and 32 closed out, a net change of -18 holders.
  • The largest Matthews International buyer in Q1 2020 was Ameriprise, an estimated $14.3M added.
  • The largest Matthews International seller in Q1 2020 was Foundry Partners, an estimated $10.9M sold.

Based on aggregated 13F filings for Q1 2020.