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Matthews International

165 hedge funds and large institutions have $790M invested in Matthews International in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 62 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2.75% less ownership

Funds ownership: 85.55%82.8% (-2.8%)

8% less funds holding

Funds holding: 179165 (-14)

13% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 62

18% less capital invested

Capital invested by funds: $960M → $790M (-$170M)

46% less call options, than puts

Call options by funds: $96K | Put options by funds: $177K

48% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 29

Holders
165
Holders Change
-14
Holders Change %
-7.82%
% of All Funds
2.38%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
15
Increased
54
Reduced
62
Closed
29
Calls
$96K
Puts
$177K
Net Calls
-$81K
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Change in
Stake
MLICM
126
Metropolitan Life Insurance Company (MetLife)
New York
$52.1K
Osaic Holdings
127
Osaic Holdings
Arizona
$46.7K -$11.2K -362 -19%
WT
128
Whittier Trust
California
$46.6K
Simplex Trading
129
Simplex Trading
Illinois
$34K +$34K +1,099 New
KBC Group
130
KBC Group
Belgium
$31K
US Bancorp
131
US Bancorp
Minnesota
$29.9K +$2.23K +72 +8%
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$25.3K +$1.58K +51 +7%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$23.1K +$23.9K +774 New
HIIFS
134
Harel Insurance Investments & Financial Services
Israel
$23K -$4.42K -143 -16%
VCM
135
Versant Capital Management
Arizona
$22.7K
ST
136
Smithfield Trust
Pennsylvania
$21K -$65K -2,100 -75%
EWA
137
EverSource Wealth Advisors
Alabama
$17.3K
QCG
138
Quadrant Capital Group
Ohio
$14.9K +$7.33K +237 +97%
LC
139
Lindbrook Capital
California
$13.8K +$1.79K +58 +15%
IRC
140
Investors Research Corp
Georgia
$12.4K
CT
141
Cambridge Trust
Massachusetts
$11.2K
Carson Wealth (CWM LLC)
142
Carson Wealth (CWM LLC)
Nebraska
$11K +$247 +8 +2%
EBA
143
Eagle Bay Advisors
New York
$8.55K -$1.39K -45 -14%
MRCM
144
M&R Capital Management
New Jersey
$8.06K +$6.68K +216 +502%
OPTFSNA
145
Old Point Trust & Financial Services N A
Virginia
$7.46K +$7.42K +240 New
GI
146
GAMMA Investing
California
$4.91K -$526 -17 -10%
IWP
147
IAG Wealth Partners
Wisconsin
$4.75K
NA
148
NewEdge Advisors
Louisiana
$3.79K -$25.9K -837 -87%
Nisa Investment Advisors
149
Nisa Investment Advisors
Missouri
$2.24K +$1.24K +40 +125%
PA
150
Parallel Advisors
California
$1.77K

MATW Hedge Fund Activity: Q1 2024 in Review

165 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q1 2024, worth a combined $790M — down 18% from $960M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of MATW and 15 opened new positions — a net loss of 14 holders — while 62 trimmed existing stakes and 54 added.

The largest buyer was Ameriprise, adding an estimated $7.45M. The largest seller was Morgan Stanley, cutting an estimated $19.5M.

  • 165 institutional investors held Matthews International (MATW) as of Q1 2024, down from 179 in Q4 2023.
  • Funds reported $790M of Matthews International stock for Q1 2024, down 18% quarter-over-quarter.
  • 15 funds opened new Matthews International positions in Q1 2024 and 29 closed out, a net change of -14 holders.
  • The largest Matthews International buyer in Q1 2024 was Ameriprise, an estimated $7.45M added.
  • The largest Matthews International seller in Q1 2024 was Morgan Stanley, an estimated $19.5M sold.

Based on aggregated 13F filings for Q1 2024.