We are live on ! Find out more
MATW icon

Matthews International

179 hedge funds and large institutions have $980M invested in Matthews International in 2019 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 64 increasing their positions, 63 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 17

2% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 63

1% more funds holding

Funds holding: 178179 (+1)

0.66% less ownership

Funds ownership: 83.86%83.2% (-0.66%)

10% less capital invested

Capital invested by funds: $1.09B → $980M (-$114M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $502K

Holders
179
Holders Change
+1
Holders Change %
+0.56%
% of All Funds
3.87%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
64
Reduced
63
Closed
17
Calls
Puts
$502K
Net Calls
-$502K
Net Calls Change
-$145K
Name Holding Trade Value Shares
Change
Change in
Stake
PGA
151
Premia Global Advisors
Florida
$30K +$33.4K +820 New
ST
152
Smithfield Trust
Pennsylvania
$26K
TRCT
153
Tower Research Capital (TRC)
New York
$25K +$27.5K +675 New
QCG
154
Quadrant Capital Group
Ohio
$22K +$22.8K +561 +1,305%
AIS
155
AlphaOne Investment Services
Pennsylvania
$20K
IRC
156
Investors Research Corp
Georgia
$15K +$16.3K +400 New
FHB
157
First Hawaiian Bank
Hawaii
$11K -$3.13K -77 -20%
RFC
158
Regions Financial Corp
Alabama
$11K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$11K +$773 +19 +7%
Simplex Trading
160
Simplex Trading
Illinois
$11K +$12.8K +315 New
PK
161
Pflug Koory
Nebraska
$8K
PA
162
Parallel Advisors
California
$8K +$8.83K +217 New
TWA
163
TCI Wealth Advisors
Arizona
$7K
GWM
164
Geneos Wealth Management
Colorado
$5K
CAM
165
Cresset Asset Management
Illinois
$5K +$3.75K +92 +200%
MNBTD
166
Moody National Bank Trust Division
Texas
$5K +$5.29K +130 New
TL
167
TrueWealth LLC
Georgia
$4K
PCG
168
Private Capital Group
Connecticut
$4K +$3.22K +79 +247%
S
169
SignatureFD
Georgia
$3K -$204 -5 -6%
FCA
170
FinTrust Capital Advisors
South Carolina
$3K
HGWM
171
Harvest Group Wealth Management
Massachusetts
$3K +$3.05K +75 New
OAM
172
Oppenheimer Asset Management
New York
$2K -$1.14K -28 -33%
MSA
173
Marino Stram & Associates
Massachusetts
$2K -$366 -9 -18%
Nisa Investment Advisors
174
Nisa Investment Advisors
Missouri
$1K
VCM
175
Versant Capital Management
Arizona
$1K +$488 +12 +48%

MATW Hedge Fund Activity: Q1 2019 in Review

179 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q1 2019, worth a combined $980M — down 10% from $1.09B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new MATW positions and 17 closed out — a net gain of 2 holders — while 64 added to existing stakes and 63 trimmed.

The largest buyer was Aristotle Capital Boston, adding an estimated $17.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $25.2M.

  • 179 institutional investors held Matthews International (MATW) as of Q1 2019, up from 178 in Q4 2018.
  • Funds reported $980M of Matthews International stock for Q1 2019, down 10% quarter-over-quarter.
  • 19 funds opened new Matthews International positions in Q1 2019 and 17 closed out, a net change of +2 holders.
  • The largest Matthews International buyer in Q1 2019 was Aristotle Capital Boston, an estimated $17.6M added.
  • The largest Matthews International seller in Q1 2019 was T. Rowe Price Associates, an estimated $25.2M sold.

Based on aggregated 13F filings for Q1 2019.