We are live on ! Find out more
MATW icon

Matthews International
MATW

168 hedge funds and large institutions have $933M invested in Matthews International in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

8% more funds holding

Funds holding: 156 → 168 (+12)

5% more capital invested

Capital invested by funds: $888M → $933M (+$45.1M)

0.05% less ownership

Funds ownership: 81.03% → 80.97% (-0.05%)

26% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 65

Holders
168
Holders Change
+12
Holders Change %
+7.69%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
48
Reduced
65
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
+$5.79M
2
BlackRock
BlackRock
New York
+$5.73M
3
VC
Voss Capital
Texas
+$3.07M
4
SCP
Seizert Capital Partners
Michigan
+$1.96M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$16.3M
2
Goldman Sachs
Goldman Sachs
New York
-$6.59M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.71M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.89M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Public Employees Retirement Association of Colorado
126
Public Employees Retirement Association of Colorado
Colorado
$186K – – –
MOACM
127
Mutual of America Capital Management
New York
$158K +$3.73K +103 +2%
Barrow, Hanley, Mewhinney & Strauss
128
Barrow, Hanley, Mewhinney & Strauss
Texas
$139K – – –
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$124K +$4.05K +112 +3%
AIP
130
Ameritas Investment Partners
Nebraska
$89K – – –
SOW
131
State of Wyoming
Wyoming
$82K +$81K +2,237 New
VHMC
132
Value Holdings Management Company
New York
$73K -$579K -16,000 -89%
BHWM
133
Beaird Harris Wealth Management
Texas
$66K +$65.2K +1,800 New
FPS
134
Fieldpoint Private Securities
Connecticut
$50K -$18.5K -510 -27%
EBA
135
Eagle Bay Advisors
New York
$46K -$579 -16 -1%
ST
136
Smithfield Trust
Pennsylvania
$26K – – –
Simplex Trading
137
Simplex Trading
Illinois
$24K +$23.9K +660 +4,400%
VCM
138
Versant Capital Management
Arizona
$22K – – –
Osaic Holdings
139
Osaic Holdings
Arizona
$22K +$434 +12 +2%
CAPTRUST Financial Advisors
140
CAPTRUST Financial Advisors
North Carolina
$21K +$760 +21 +4%
APA
141
American Portfolios Advisors
New York
$18.3K – – –
TRCT
142
Tower Research Capital (TRC)
New York
$18K -$80K -2,211 -82%
US Bancorp
143
US Bancorp
Minnesota
$16K – – –
IRC
144
Investors Research Corp
Georgia
$15K – – –
EWA
145
EverSource Wealth Advisors
Alabama
$13K +$12.5K +344 New
PHK
146
Point72 Hong Kong
Hong Kong
$11K +$10.4K +288 New
Carson Wealth (CWM LLC)
147
Carson Wealth (CWM LLC)
Nebraska
$11K +$11.3K +311 New
LWCFA
148
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$10K – – –
SWA
149
Sutton Wealth Advisors
Florida
$9.94K +$326 +9 +3%
QCG
150
Quadrant Capital Group
Ohio
$9K – – –
4 5
6
7 8

MATW Hedge Fund Activity: Q4 2021 in Review

168 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2021, worth a combined $933M — up 5.1% from $888M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MATW positions and 13 closed out — a net gain of 13 holders — while 48 added to existing stakes and 65 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $5.79M. The largest seller was Wells Fargo, cutting an estimated $16.3M.

  • 168 institutional investors held Matthews International (MATW) as of Q4 2021, up from 156 in Q3 2021.
  • Funds reported $933M of Matthews International stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 26 funds opened new Matthews International positions in Q4 2021 and 13 closed out, a net change of +13 holders.
  • The largest Matthews International buyer in Q4 2021 was Phoenix Financial, an estimated $5.79M added.
  • The largest Matthews International seller in Q4 2021 was Wells Fargo, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2021.