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Matthews International
MATW

142 hedge funds and large institutions have $490M invested in Matthews International in 2020 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 47 increasing their positions, 42 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

12% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 42

5% more funds holding

Funds holding: 135 → 142 (+7)

2.86% less ownership

Funds ownership: 84.77% → 81.92% (-2.9%)

24% less capital invested

Capital invested by funds: $642M → $490M (-$152M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
142
Holders Change
+7
Holders Change %
+5.19%
% of All Funds
2.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
47
Reduced
42
Closed
21
Calls
$5K
Puts
–
Net Calls
+$5K
Net Calls Change
+$3K

Top Buyers

1
Millennium Management
Millennium Management
New York
+$8.1M
2
Morgan Stanley
Morgan Stanley
New York
+$4.74M
3
Russell Investments Group
Russell Investments Group
United Kingdom
+$4.56M
4
LSV Asset Management
LSV Asset Management
Illinois
+$3.65M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$3.34M

Top Sellers

1
CCP
Clarkston Capital Partners
Michigan
-$23.4M
2
Franklin Resources
Franklin Resources
California
-$12.3M
3
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.69M
4
RJA
Raymond James & Associates
Florida
-$5.9M
5
Nordea Investment Management
Nordea Investment Management
Sweden
-$5.32M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
126
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
Osaic Holdings
127
Osaic Holdings
Arizona
$9K -$2.83K -133 -21%
GT
128
Glenmede Trust
Pennsylvania
$9K +$1.09K +51 +11%
CAN
129
Cetera Advisor Networks
California
$9K +$10.2K +477 New
MWA
130
MFA Wealth Advisors
Pennsylvania
$8.77K +$9.78K +459 New
IRC
131
Investors Research Corp
Georgia
$8K – – –
IA
132
IFP Advisors
Florida
$7K – – –
PAM
133
Panagora Asset Management
Massachusetts
$7K – – –
QT
134
Quantbot Technologies
New York
$7K +$8.23K +386 New
PNC Financial Services Group
135
PNC Financial Services Group
Pennsylvania
$6K -$20.8K -976 -73%
PHK
136
Point72 Hong Kong
Hong Kong
$6K +$6.44K +302 New
IWP
137
IAG Wealth Partners
Wisconsin
$3K – – –
PK
138
Pflug Koory
Nebraska
$3K – – –
GWM
139
Geneos Wealth Management
Colorado
$2K – – –
TWA
140
TCI Wealth Advisors
Arizona
$1K – – –
SIM
141
Sonora Investment Management
Arizona
$1K +$575 +27 New
QCG
142
Quadrant Capital Group
Ohio
$1K +$1.49K +70 New
RJA
143
Raymond James & Associates
Florida
– -$5.9M -244,014 Closed
Nordea Investment Management
144
Nordea Investment Management
Sweden
– -$5.32M -210,625 Closed
American Century Companies
145
American Century Companies
Missouri
– -$989K -40,876 Closed
KFA
146
Krane Funds Advisors
New York
– -$547K -22,621 Closed
GIA
147
Guyasuta Investment Advisors
Pennsylvania
– -$339K -14,000 Closed
BUB
148
BBVA USA Bancshares
Texas
– -$271K -11,217 Closed
HSBC Holdings
149
HSBC Holdings
United Kingdom
– -$270K -11,159 Closed
HAIM
150
Hunter Associates Investment Management
Pennsylvania
– -$234K -9,687 Closed
3 4 5
6
7

MATW Hedge Fund Activity: Q2 2020 in Review

142 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q2 2020, worth a combined $490M — down 24% from $642M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MATW positions and 21 closed out — a net gain of 7 holders — while 47 added to existing stakes and 42 trimmed.

The largest buyer was Millennium Management, adding an estimated $8.1M. The largest seller was Clarkston Capital Partners, cutting an estimated $23.4M.

  • 142 institutional investors held Matthews International (MATW) as of Q2 2020, up from 135 in Q1 2020.
  • Funds reported $490M of Matthews International stock for Q2 2020, down 24% quarter-over-quarter.
  • 28 funds opened new Matthews International positions in Q2 2020 and 21 closed out, a net change of +7 holders.
  • The largest Matthews International buyer in Q2 2020 was Millennium Management, an estimated $8.1M added.
  • The largest Matthews International seller in Q2 2020 was Clarkston Capital Partners, an estimated $23.4M sold.

Based on aggregated 13F filings for Q2 2020.