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Matthews International
MATW

149 hedge funds and large institutions have $1.18B invested in Matthews International in 2014 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 46 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $1.07B → $1.18B (+$109M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less funds holding

Funds holding: 153 → 149 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

23% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 60

Holders
149
Holders Change
-4
Holders Change %
-2.61%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
46
Reduced
60
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$12.6M
2
Franklin Resources
Franklin Resources
California
+$8.13M
3
BA
BlackRock Advisors
Delaware
+$7.62M
4
BFA
BlackRock Fund Advisors
California
+$7.39M
5
CCM
Channing Capital Management
Illinois
+$3.89M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$14.9M
2
ICOM
Investment Counselors of Maryland
Maryland
-$8.62M
3
EBIM
Eagle Boston Investment Management
Massachusetts
-$8.49M
4
HIM
Hermes Investment Management
United Kingdom
-$5.38M
5
NC
Northpointe Capital
Michigan
-$4.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
LOAMS
151
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$2.73M -61,773 Closed
SFM
152
Systematic Financial Management
New Jersey
– -$2.19M -49,875 Closed
PCM
153
Piermont Capital Management
Missouri
– -$2.04M -46,494 Closed
Lazard Asset Management
154
Lazard Asset Management
New York
– -$1.37M -31,250 Closed
CIC
155
Cornercap Investment Counsel
Georgia
– -$1.11M -25,277 Closed
DTL
156
Dynamic Technology Lab
Singapore
– -$298K -6,783 Closed
VKH
157
Virtu KCG Holdings
New York
– -$282K -6,436 Closed
Federated Hermes
158
Federated Hermes
Pennsylvania
– -$280K -6,374 Closed
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
– -$249K -5,675 Closed
PCM
160
Prelude Capital Management
New York
– -$102K -2,332 Closed
QT
161
Quantbot Technologies
New York
– -$70K -1,600 Closed
BNP Paribas Financial Markets
162
BNP Paribas Financial Markets
France
– -$69.9K -1,593 Closed
PAM
163
Panagora Asset Management
Massachusetts
– -$52K -1,195 Closed
WEC
164
Winslow Evans & Crocker
Massachusetts
– -$7.73K -176 Closed
LWM
165
LBA Wealth Management
Florida
– -$3K -71 Closed
3 4 5 6
7

MATW Hedge Fund Activity: Q4 2014 in Review

149 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2014, worth a combined $1.18B — up 10% from $1.07B a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of MATW and 15 opened new positions — a net loss of 2 holders — while 60 trimmed existing stakes and 46 added.

The largest buyer was JP Morgan Chase, adding an estimated $12.6M. The largest seller was Wellington Management Group, cutting an estimated $14.9M.

  • 149 institutional investors held Matthews International (MATW) as of Q4 2014, down from 153 in Q3 2014.
  • Funds reported $1.18B of Matthews International stock for Q4 2014, up 10% quarter-over-quarter.
  • 15 funds opened new Matthews International positions in Q4 2014 and 17 closed out, a net change of -2 holders.
  • The largest Matthews International buyer in Q4 2014 was JP Morgan Chase, an estimated $12.6M added.
  • The largest Matthews International seller in Q4 2014 was Wellington Management Group, an estimated $14.9M sold.

Based on aggregated 13F filings for Q4 2014.