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Matthews International
MATW

156 hedge funds and large institutions have $740M invested in Matthews International in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $1.66M

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

30% more capital invested

Capital invested by funds: $571M → $740M (+$169M)

3% more funds holding

Funds holding: 152 → 156 (+4)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

2.62% less ownership

Funds ownership: 81.9% → 79.28% (-2.6%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
156
Holders Change
+4
Holders Change %
+2.63%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
54
Reduced
56
Closed
15
Calls
$2.57M
Puts
$1.66M
Net Calls
+$911K
Net Calls Change
+$1.25M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$12.1M
2
BlackRock
BlackRock
New York
+$7.97M
3
GI
GAMCO Investors
Connecticut
+$5.67M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.03M
5
PF
Phoenix Financial
Israel
+$3.82M

Top Sellers

1
Russell Investments Group
Russell Investments Group
United Kingdom
-$21.1M
2
PCM
Penn Capital Management
Pennsylvania
-$4.58M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.55M
4
RCM
Rutabaga Capital Management
Massachusetts
-$3.35M
5
Goldman Sachs
Goldman Sachs
New York
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
MOACM
126
Mutual of America Capital Management
New York
$116K +$4.94K +191 +5%
Ohio Public Employees Retirement System (OPERS)
127
Ohio Public Employees Retirement System (OPERS)
Ohio
$89K +$4.75K +184 +6%
AIP
128
Ameritas Investment Partners
Nebraska
$80K – – –
FTDI
129
First Trust Direct Indexing
Massachusetts
$68K +$59.7K +2,312 New
TRCT
130
Tower Research Capital (TRC)
New York
$54K -$734K -28,412 -94%
GSAM
131
Grant Street Asset Management
Pennsylvania
$51K +$45K +1,742 New
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$41K +$2.77K +107 +8%
US Bancorp
133
US Bancorp
Minnesota
$40K +$7.96K +308 +29%
IA
134
Inspire Advisors
Idaho
$26K +$22.8K +884 New
ST
135
Smithfield Trust
Pennsylvania
$21K – – –
VCG
136
Vantage Consulting Group
Virginia
$21K +$18.5K +716 New
Lazard Asset Management
137
Lazard Asset Management
New York
$21K +$19.3K +748 New
VCM
138
Versant Capital Management
Arizona
$17K -$646 -25 -4%
Osaic Holdings
139
Osaic Holdings
Arizona
$14K -$14.4K -558 -54%
FPCG
140
Fort Pitt Capital Group
Pennsylvania
$13K +$11.1K +428 New
IRC
141
Investors Research Corp
Georgia
$12K – – –
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$11K – – –
IA
143
IFP Advisors
Florida
$11K – – –
LWCFA
144
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8K +$7.29K +282 New
SWA
145
Sutton Wealth Advisors
Florida
$7.7K – – –
Simplex Trading
146
Simplex Trading
Illinois
$7K -$160K -6,197 -96%
QCG
147
Quadrant Capital Group
Ohio
$7K – – –
IWP
148
IAG Wealth Partners
Wisconsin
$5K – – –
PK
149
Pflug Koory
Nebraska
$5K – – –
CCA
150
Childress Capital Advisors
Texas
$4K +$3.28K +127 New
3 4 5
6
7

MATW Hedge Fund Activity: Q4 2020 in Review

156 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2020, worth a combined $740M — up 30% from $571M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MATW positions and 15 closed out — a net gain of 5 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12.1M. The largest seller was Russell Investments Group, cutting an estimated $21.1M.

  • 156 institutional investors held Matthews International (MATW) as of Q4 2020, up from 152 in Q3 2020.
  • Funds reported $740M of Matthews International stock for Q4 2020, up 30% quarter-over-quarter.
  • 20 funds opened new Matthews International positions in Q4 2020 and 15 closed out, a net change of +5 holders.
  • The largest Matthews International buyer in Q4 2020 was Wells Fargo, an estimated $12.1M added.
  • The largest Matthews International seller in Q4 2020 was Russell Investments Group, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2020.