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Matthews International

184 hedge funds and large institutions have $1.57B invested in Matthews International in 2017 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 72 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 51

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

1% more funds holding

Funds holding: 182184 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% less ownership

Funds ownership: 79.33%79.33% (-0%)

10% less capital invested

Capital invested by funds: $1.73B → $1.57B (-$166M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.12M

Holders
184
Holders Change
+2
Holders Change %
+1.1%
% of All Funds
4.59%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
72
Reduced
51
Closed
15
Calls
Puts
$1.12M
Net Calls
-$1.12M
Net Calls Change
-$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
GHCM
151
Glen Harbor Capital Management
California
$143K +$51.8K +792 +51%
QT
152
Quantbot Technologies
New York
$131K +$130K +1,985 +1,289%
HNB
153
Huntington National Bank
Ohio
$129K
NA
154
Neuburgh Advisers
California
$104K +$37.6K +576 +51%
IIC
155
Integrated Investment Consultants
Michigan
$90K
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$83K +$2.81K +43 +3%
JWA
157
JFS Wealth Advisors
Pennsylvania
$77K
AIM
158
Acrospire Investment Management
Illinois
$74K +$65.4K +1,000 +472%
LIA
159
LS Investment Advisors
Michigan
$73K
ST
160
Smithfield Trust
Pennsylvania
$67K
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$66K +$9.22K +141 +15%
PAM
162
Paradigm Asset Management
New York
$49K -$58.8K -900 -53%
NIT
163
NumerixS Investment Technologies
British Columbia, Canada
$49K -$13.1K -200 -20%
SWA
164
Sutton Wealth Advisors
Florida
$44.7K
LTFS
165
Ladenburg Thalmann Financial Services
Florida
$33K +$8.04K +123 +30%
AG
166
Advisor Group
Arizona
$30K +$5.49K +84 +20%
Creative Planning
167
Creative Planning
Kansas
$27K
SO
168
STRS Ohio
Ohio
$24K -$39.2K -600 -60%
Carson Wealth (CWM LLC)
169
Carson Wealth (CWM LLC)
Nebraska
$17K
TWA
170
TCI Wealth Advisors
Arizona
$12K
NA
171
NewEdge Advisors
Louisiana
$9.39K +$9.61K +147 New
BFEC
172
Benjamin F. Edwards & Company
Missouri
$7K
Credit Agricole
173
Credit Agricole
France
$5K -$4.14M -63,314 -100%
IA
174
IFP Advisors
Florida
$4K
LWCFA
175
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4K +$3.99K +61 New

MATW Hedge Fund Activity: Q2 2017 in Review

184 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q2 2017, worth a combined $1.57B — down 9.6% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new MATW positions and 15 closed out — a net gain of 3 holders — while 72 added to existing stakes and 51 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $13.9M. The largest seller was T. Rowe Price Associates, cutting an estimated $20.2M.

  • 184 institutional investors held Matthews International (MATW) as of Q2 2017, up from 182 in Q1 2017.
  • Funds reported $1.57B of Matthews International stock for Q2 2017, down 9.6% quarter-over-quarter.
  • 18 funds opened new Matthews International positions in Q2 2017 and 15 closed out, a net change of +3 holders.
  • The largest Matthews International buyer in Q2 2017 was VOYA Investment Management, an estimated $13.9M added.
  • The largest Matthews International seller in Q2 2017 was T. Rowe Price Associates, an estimated $20.2M sold.

Based on aggregated 13F filings for Q2 2017.