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Matthews International
MATW

156 hedge funds and large institutions have $740M invested in Matthews International in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $1.66M

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

30% more capital invested

Capital invested by funds: $571M → $740M (+$169M)

3% more funds holding

Funds holding: 152 → 156 (+4)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

2.62% less ownership

Funds ownership: 81.9% → 79.28% (-2.6%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
156
Holders Change
+4
Holders Change %
+2.63%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
54
Reduced
56
Closed
15
Calls
$2.57M
Puts
$1.66M
Net Calls
+$911K
Net Calls Change
+$1.25M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$12.1M
2
BlackRock
BlackRock
New York
+$7.97M
3
GI
GAMCO Investors
Connecticut
+$5.67M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.03M
5
PF
Phoenix Financial
Israel
+$3.82M

Top Sellers

1
Russell Investments Group
Russell Investments Group
United Kingdom
-$21.1M
2
PCM
Penn Capital Management
Pennsylvania
-$4.58M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.55M
4
RCM
Rutabaga Capital Management
Massachusetts
-$3.35M
5
Goldman Sachs
Goldman Sachs
New York
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFBT
151
Parkside Financial Bank & Trust
Missouri
$3K +$2.51K +97 +539%
ABC
152
Associated Banc-Corp
Wisconsin
$2K – – –
CAPTRUST Financial Advisors
153
CAPTRUST Financial Advisors
North Carolina
$2K +$1.55K +60 New
AIG
154
American International Group
New York
$607 -$12K -465 -2%
Assenagon Asset Management
155
Assenagon Asset Management
Luxembourg
– -$3.55M -158,843 Closed
SCP
156
Seizert Capital Partners
Michigan
– -$1.3M -58,129 Closed
Balyasny Asset Management
157
Balyasny Asset Management
Illinois
– -$468K -20,917 Closed
SSA
158
Schonfeld Strategic Advisors
New York
– -$322K -14,400 Closed
DTL
159
Dynamic Technology Lab
Singapore
– -$273K -12,194 Closed
LCM
160
Laurion Capital Management
New York
– -$247K -11,063 Closed
MSL
161
Mackay Shields LLC
New York
– -$241K -10,800 Closed
QC
162
Quadrature Capital
United Kingdom
– -$238K -10,622 Closed
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
– -$220K -9,846 Closed
Acadian Asset Management
164
Acadian Asset Management
Massachusetts
– -$160K -7,154 Closed
EMFAT
165
Emerald Mutual Fund Advisers Trust
Pennsylvania
– -$20K -877 Closed
GT
166
Glenmede Trust
Pennsylvania
– -$10K -474 Closed
CHAM
167
Clear Harbor Asset Management
Connecticut
– -$7.83K -350 Closed
PHK
168
Point72 Hong Kong
Hong Kong
– -$3K -128 Closed
MAM
169
Meeder Asset Management
Ohio
– +$52 +2 +100%
OSAM
170
O'Shaughnessy Asset Management
Connecticut
– +$284 +11 New
3 4 5 6
7

MATW Hedge Fund Activity: Q4 2020 in Review

156 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2020, worth a combined $740M — up 30% from $571M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MATW positions and 15 closed out — a net gain of 5 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12.1M. The largest seller was Russell Investments Group, cutting an estimated $21.1M.

  • 156 institutional investors held Matthews International (MATW) as of Q4 2020, up from 152 in Q3 2020.
  • Funds reported $740M of Matthews International stock for Q4 2020, up 30% quarter-over-quarter.
  • 20 funds opened new Matthews International positions in Q4 2020 and 15 closed out, a net change of +5 holders.
  • The largest Matthews International buyer in Q4 2020 was Wells Fargo, an estimated $12.1M added.
  • The largest Matthews International seller in Q4 2020 was Russell Investments Group, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2020.