We are live on ! Find out more
MATW icon

Matthews International
MATW

159 hedge funds and large institutions have $943M invested in Matthews International in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 57 increasing their positions, 59 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

13% more capital invested

Capital invested by funds: $836M → $943M (+$107M)

1% more funds holding

Funds holding: 157 → 159 (+2)

3% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 59

Holders
159
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
4.62%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
57
Reduced
59
Closed
7
Calls
$289K
Puts
–
Net Calls
+$289K
Net Calls Change
+$72K

Top Buyers

Rank Fund Capital Flow
1
Franklin Resources
Franklin Resources
California
+$7.5M
2
EBIM
Eagle Boston Investment Management
Massachusetts
+$5.85M
3
MSA
Mason Street Advisors
Wisconsin
+$4.48M
4
Morgan Stanley
Morgan Stanley
New York
+$3.16M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$2.7M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$6.45M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.5M
3
Wells Fargo
Wells Fargo
California
-$3.4M
4
Artisan Partners
Artisan Partners
Wisconsin
-$3.17M
5
GAM
Gotham Asset Management
New York
-$2.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
151
Farmers & Merchants Investments Inc
Nebraska
$14K – – –
TRCT
152
Tower Research Capital (TRC)
New York
$13K -$60.7K -1,489 -83%
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$11K -$204 -5 -2%
WCBA
154
Weaver C. Barksdale & Associates
Tennessee
$4K – – –
FPCG
155
Fort Pitt Capital Group
Pennsylvania
$3.41K -$41 -1 -1%
Manulife (Manufacturers Life Insurance)
156
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$2.58K +$211K +5,183 +9%
DA
157
Denali Advisors
California
$2K – – –
Northwestern Mutual Wealth Management
158
Northwestern Mutual Wealth Management
Wisconsin
$2K – – –
PTC
159
Private Trust Company
Ohio
$1K – – –
Fidelity Investments
160
Fidelity Investments
Massachusetts
– -$4.5M -118,246 Closed
Millennium Management
161
Millennium Management
New York
– -$1.19M -31,225 Closed
Two Sigma Investments
162
Two Sigma Investments
New York
– -$1.07M -28,142 Closed
SG Americas Securities
163
SG Americas Securities
New York
– -$624K -16,377 Closed
Jane Street
164
Jane Street
New York
– -$387K -10,153 Closed
NCCM
165
Nine Chapters Capital Management
New Jersey
– -$358K -9,400 Closed
PAM
166
Panagora Asset Management
Massachusetts
– -$42K -1,100 Closed
3 4 5 6
7

MATW Hedge Fund Activity: Q4 2013 in Review

159 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2013, worth a combined $943M — up 13% from $836M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new MATW positions and 7 closed out — a net gain of 2 holders — while 57 added to existing stakes and 59 trimmed.

The largest buyer was Franklin Resources, adding an estimated $7.5M. The largest seller was Goldman Sachs, cutting an estimated $6.45M.

  • 159 institutional investors held Matthews International (MATW) as of Q4 2013, up from 157 in Q3 2013.
  • Funds reported $943M of Matthews International stock for Q4 2013, up 13% quarter-over-quarter.
  • 9 funds opened new Matthews International positions in Q4 2013 and 7 closed out, a net change of +2 holders.
  • The largest Matthews International buyer in Q4 2013 was Franklin Resources, an estimated $7.5M added.
  • The largest Matthews International seller in Q4 2013 was Goldman Sachs, an estimated $6.45M sold.

Based on aggregated 13F filings for Q4 2013.