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Matthews International

169 hedge funds and large institutions have $694M invested in Matthews International in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

21% more capital invested

Capital invested by funds: $575M → $694M (+$118M)

6% more funds holding

Funds holding: 159169 (+10)

0.92% more ownership

Funds ownership: 81.03%81.95% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

97% less call options, than puts

Call options by funds: $238K | Put options by funds: $6.96M

Holders
169
Holders Change
+10
Holders Change %
+6.29%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
60
Reduced
49
Closed
20
Calls
$238K
Puts
$6.96M
Net Calls
-$6.72M
Net Calls Change
-$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
126
Sterling Capital Management
North Carolina
$26.3K +$21.6K +845 +797%
QCG
127
Quadrant Capital Group
Ohio
$25.1K +$19.6K +767 +552%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$24K +$4.82K +188 +27%
PA
129
Parallel Advisors
California
$23.1K +$20K +779 +1,367%
CFD
130
Creative Financial Designs
Indiana
$22.4K +$12.5K +489 +153%
VCM
131
Versant Capital Management
Arizona
$22.3K +$7.46K +291 +57%
ST
132
Smithfield Trust
Pennsylvania
$19K
GI
133
GAMMA Investing
California
$18.5K +$9.38K +366 +122%
IRC
134
Investors Research Corp
Georgia
$11.1K
MCM
135
MAI Capital Management
Ohio
$11.1K +$10.2K +400 New
VWM
136
Venturi Wealth Management
Texas
$7.31K +$6.76K +264 New
OPTFSNA
137
Old Point Trust & Financial Services N A
Virginia
$6.64K
UB
138
UMB Bank
Missouri
$5.81K +$4.46K +174 +483%
MPWT
139
MassMutual Private Wealth & Trust
Connecticut
$5.81K +$5.38K +210 New
SFGP
140
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$5.54K +$5.12K +200 New
Barrow, Hanley, Mewhinney & Strauss
141
Barrow, Hanley, Mewhinney & Strauss
Texas
$5.26K +$3.46K +135 +245%
Nisa Investment Advisors
142
Nisa Investment Advisors
Missouri
$5.09K +$3.31K +129 +235%
IWP
143
IAG Wealth Partners
Wisconsin
$4.24K
CIBC Private Wealth Group
144
CIBC Private Wealth Group
Georgia
$3.6K -$16.9K -658 -85%
AF
145
Allworth Financial
California
$3.27K +$2.74K +107 +10,700%
EBA
146
Eagle Bay Advisors
New York
$3.24K +$307 +12 +11%
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$2.6K +$2.41K +94 New
RIL
148
Rothschild Investment LLC
Illinois
$2.49K +$640 +25 +38%
SS
149
SBI Securities
Japan
$2.44K +$2.25K +88 New
Mitsubishi UFJ Asset Management
150
Mitsubishi UFJ Asset Management
Japan
$2.42K

MATW Hedge Fund Activity: Q4 2024 in Review

169 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2024, worth a combined $694M — up 21% from $575M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MATW positions and 20 closed out — a net gain of 11 holders — while 60 added to existing stakes and 49 trimmed.

The largest buyer was Ameriprise, adding an estimated $4.33M. The largest seller was Millennium Management, cutting an estimated $3.55M.

  • 169 institutional investors held Matthews International (MATW) as of Q4 2024, up from 159 in Q3 2024.
  • Funds reported $694M of Matthews International stock for Q4 2024, up 21% quarter-over-quarter.
  • 31 funds opened new Matthews International positions in Q4 2024 and 20 closed out, a net change of +11 holders.
  • The largest Matthews International buyer in Q4 2024 was Ameriprise, an estimated $4.33M added.
  • The largest Matthews International seller in Q4 2024 was Millennium Management, an estimated $3.55M sold.

Based on aggregated 13F filings for Q4 2024.