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Matthews International

167 hedge funds and large institutions have $627M invested in Matthews International in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 51 increasing their positions, 58 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 25

1% more funds holding

Funds holding: 165167 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.28% less ownership

Funds ownership: 82.8%81.52% (-1.3%)

12% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 58

21% less capital invested

Capital invested by funds: $790M → $627M (-$162M)

75% less call options, than puts

Call options by funds: $103K | Put options by funds: $408K

Holders
167
Holders Change
+2
Holders Change %
+1.21%
% of All Funds
2.41%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
51
Reduced
58
Closed
25
Calls
$103K
Puts
$408K
Net Calls
-$305K
Net Calls Change
-$224K
Name Holding Trade Value Shares
Change
Change in
Stake
PD
126
Point72 (DIFC)
United Arab Emirates
$49.1K +$53.8K +1,961 New
WT
127
Whittier Trust
California
$37.6K
Osaic Holdings
128
Osaic Holdings
Arizona
$32K -$6.17K -225 -15%
SC
129
Skylands Capital
Wisconsin
$30.1K -$274K -10,000 -89%
KBC Group
130
KBC Group
Belgium
$30K +$4.75K +173 +17%
PAS
131
Point72 Asia (Singapore)
Singapore
$23K +$25.2K +919 New
Ohio Public Employees Retirement System (OPERS)
132
Ohio Public Employees Retirement System (OPERS)
Ohio
$22.5K +$2.28K +83 +10%
US Bancorp
133
US Bancorp
Minnesota
$20.7K -$3.73K -136 -14%
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$18.6K
IC
135
Innealta Capital
Texas
$18.5K +$20.3K +740 New
ST
136
Smithfield Trust
Pennsylvania
$18K
EWA
137
EverSource Wealth Advisors
Alabama
$16.8K -$1.65K -60 -9%
Carson Wealth (CWM LLC)
138
Carson Wealth (CWM LLC)
Nebraska
$16K +$8.62K +314 +92%
SAM
139
Smartleaf Asset Management
Massachusetts
$13.8K +$15.1K +549 New
VCM
140
Versant Capital Management
Arizona
$12.9K -$5.98K -218 -30%
MWA
141
MFA Wealth Advisors
Pennsylvania
$11.5K +$12.6K +459 New
LC
142
Lindbrook Capital
California
$10.9K -$302 -11 -2%
IRC
143
Investors Research Corp
Georgia
$10K
MRCM
144
M&R Capital Management
New Jersey
$9.15K +$2.91K +106 +41%
CFM
145
Catalyst Funds Management
Australia
$7.51K +$8.23K +300 New
OPTFSNA
146
Old Point Trust & Financial Services N A
Virginia
$6.01K
QCG
147
Quadrant Capital Group
Ohio
$4.13K -$8.67K -316 -66%
CFD
148
Creative Financial Designs
Indiana
$4.09K +$3.13K +114 +233%
IWP
149
IAG Wealth Partners
Wisconsin
$3.83K
Fifth Third Bancorp
150
Fifth Third Bancorp
Ohio
$3.73K +$2.69K +98 +192%

MATW Hedge Fund Activity: Q2 2024 in Review

167 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q2 2024, worth a combined $627M — down 21% from $790M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new MATW positions and 25 closed out — a net gain of 4 holders — while 51 added to existing stakes and 58 trimmed.

The largest buyer was Ameriprise, adding an estimated $8.21M. The largest seller was Select Equity Group, cutting an estimated $20.6M.

  • 167 institutional investors held Matthews International (MATW) as of Q2 2024, up from 165 in Q1 2024.
  • Funds reported $627M of Matthews International stock for Q2 2024, down 21% quarter-over-quarter.
  • 29 funds opened new Matthews International positions in Q2 2024 and 25 closed out, a net change of +4 holders.
  • The largest Matthews International buyer in Q2 2024 was Ameriprise, an estimated $8.21M added.
  • The largest Matthews International seller in Q2 2024 was Select Equity Group, an estimated $20.6M sold.

Based on aggregated 13F filings for Q2 2024.