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Matthews International

178 hedge funds and large institutions have $1.09B invested in Matthews International in 2018 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 74 increasing their positions, 62 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 62

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

1% more funds holding

Funds holding: 176178 (+2)

0.42% more ownership

Funds ownership: 83.43%83.86% (+0.42%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

19% less capital invested

Capital invested by funds: $1.34B → $1.09B (-$250M)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $357K

Holders
178
Holders Change
+2
Holders Change %
+1.14%
% of All Funds
3.97%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
22
Increased
74
Reduced
62
Closed
19
Calls
Puts
$357K
Net Calls
-$357K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
151
KBC Group
Belgium
$19K -$418K -9,812 -96%
SWA
152
Sutton Wealth Advisors
Florida
$16.5K +$17.3K +407 New
FHB
153
First Hawaiian Bank
Hawaii
$16K +$213 +5 +1%
RFC
154
Regions Financial Corp
Alabama
$12K
Carson Wealth (CWM LLC)
155
Carson Wealth (CWM LLC)
Nebraska
$11K -$1.11K -26 -9%
PK
156
Pflug Koory
Nebraska
$9K
TWA
157
TCI Wealth Advisors
Arizona
$8K
JA
158
JOYN Advisors
Georgia
$6K -$724 -17 -10%
GWM
159
Geneos Wealth Management
Colorado
$6K +$6.39K +150 New
TL
160
TrueWealth LLC
Georgia
$4K
PRC
161
Pearl River Capital
Michigan
$4K +$4.26K +100 New
S
162
SignatureFD
Georgia
$3K -$6.13K -144 -64%
FCA
163
FinTrust Capital Advisors
South Carolina
$3K +$3.07K +72 New
OAM
164
Oppenheimer Asset Management
New York
$3K +$3.62K +85 New
CAM
165
Cresset Asset Management
Illinois
$2K +$1.96K +46 New
MSA
166
Marino Stram & Associates
Massachusetts
$2K +$2.13K +50 New
PCG
167
Private Capital Group
Connecticut
$1K -$1.7K -40 -56%
VCM
168
Versant Capital Management
Arizona
$1K -$1.19K -28 -53%
PFBT
169
Parkside Financial Bank & Trust
Missouri
$1K -$298 -7 -21%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$1K
QI
171
QS Investors
New York
$1K
CAW
172
Cornerstone Advisors (Washington)
Washington
$1K +$554 +13 New
QCG
173
Quadrant Capital Group
Ohio
$1K +$767 +18 +72%
FGC
174
Financial Gravity Companies
Texas
$1K +$937 +22 New
AAMU
175
Amundi Asset Management US
Massachusetts
$130 +$136K +3,200 New

MATW Hedge Fund Activity: Q4 2018 in Review

178 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2018, worth a combined $1.09B — down 19% from $1.34B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MATW positions and 19 closed out — a net gain of 3 holders — while 74 added to existing stakes and 62 trimmed.

The largest buyer was Fort Pitt Capital Group, opening a new position worth an estimated $11.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $15M.

  • 178 institutional investors held Matthews International (MATW) as of Q4 2018, up from 176 in Q3 2018.
  • Funds reported $1.09B of Matthews International stock for Q4 2018, down 19% quarter-over-quarter.
  • 22 funds opened new Matthews International positions in Q4 2018 and 19 closed out, a net change of +3 holders.
  • The largest Matthews International buyer in Q4 2018 was Fort Pitt Capital Group, an estimated $11.2M added.
  • The largest Matthews International seller in Q4 2018 was T. Rowe Price Associates, an estimated $15M sold.

Based on aggregated 13F filings for Q4 2018.