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Matthews International
MATW

161 hedge funds and large institutions have $1.34B invested in Matthews International in 2015 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 71 increasing their positions, 45 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 6

58% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 45

50% more call options, than puts

Call options by funds: $3K | Put options by funds: $2K

8% more capital invested

Capital invested by funds: $1.24B → $1.34B (+$101M)

7% more funds holding

Funds holding: 151 → 161 (+10)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
161
Holders Change
+10
Holders Change %
+6.62%
% of All Funds
4.22%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
18
Increased
71
Reduced
45
Closed
6
Calls
$3K
Puts
$2K
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
CCP
Clarkston Capital Partners
Michigan
+$17.3M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$16.3M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$12.3M
4
EA
Emerald Advisers
Pennsylvania
+$8.06M
5
EMFAT
Emerald Mutual Fund Advisers Trust
Pennsylvania
+$6.73M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$15.9M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$10.7M
3
Boston Partners
Boston Partners
Massachusetts
-$10.7M
4
Pzena Investment Management
Pzena Investment Management
New York
-$9.73M
5
Wells Fargo
Wells Fargo
California
-$9.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
151
SEI Investments
Pennsylvania
$24K +$1.06K +19 +4%
Creative Planning
152
Creative Planning
Kansas
$23K – – –
LTFS
153
Ladenburg Thalmann Financial Services
Florida
$21K -$3.52K -63 -13%
FMII
154
Farmers & Merchants Investments Inc
Nebraska
$17K – – –
TWA
155
TCI Wealth Advisors
Arizona
$10K +$10.9K +195 New
S
156
SignatureFD
Georgia
$8K +$8.38K +150 New
VCM
157
Versant Capital Management
Arizona
$8K +$9.11K +163 New
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$5K +$56 +1 +1%
PCP
159
Proficio Capital Partners
Massachusetts
$3K +$3.46K +62 New
Manulife (Manufacturers Life Insurance)
160
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.15K +$12K +215 +1%
DVM
161
Dreman Value Management
Florida
– -$4.94M -100,875 Closed
BA
162
Boston Advisors
Massachusetts
– -$653K -13,336 Closed
PP
163
PDT Partners
New York
– -$369K -7,542 Closed
PFBT
164
Parkside Financial Bank & Trust
Missouri
– -$9K -192 Closed
W
165
Wealthfront
California
– -$8K -173 Closed
FHA
166
First Horizon Advisors
Tennessee
– -$3.97K -71 -83%
MFS
167
MSI Financial Services
Massachusetts
– -$1K -22 Closed
3 4 5 6
7

MATW Hedge Fund Activity: Q4 2015 in Review

161 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2015, worth a combined $1.34B — up 8.1% from $1.24B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MATW positions and 6 closed out — a net gain of 12 holders — while 71 added to existing stakes and 45 trimmed.

The largest buyer was Clarkston Capital Partners, adding an estimated $17.3M. The largest seller was Wellington Management Group, cutting an estimated $15.9M.

  • 161 institutional investors held Matthews International (MATW) as of Q4 2015, up from 151 in Q3 2015.
  • Funds reported $1.34B of Matthews International stock for Q4 2015, up 8.1% quarter-over-quarter.
  • 18 funds opened new Matthews International positions in Q4 2015 and 6 closed out, a net change of +12 holders.
  • The largest Matthews International buyer in Q4 2015 was Clarkston Capital Partners, an estimated $17.3M added.
  • The largest Matthews International seller in Q4 2015 was Wellington Management Group, an estimated $15.9M sold.

Based on aggregated 13F filings for Q4 2015.