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Matthews International
MATW

159 hedge funds and large institutions have $989M invested in Matthews International in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 69 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $740M → $989M (+$249M)

19% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 21

2% more funds holding

Funds holding: 156 → 159 (+3)

0.23% less ownership

Funds ownership: 79.28% → 79.05% (-0.23%)

42% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 69

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
40
Reduced
69
Closed
21
Calls
$838K
Puts
–
Net Calls
+$838K
Net Calls Change
-$73K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$10.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$7M
3
Goldman Sachs
Goldman Sachs
New York
+$6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.42M
5
Bank of America
Bank of America
North Carolina
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$6.89M
2
Man Group
Man Group
United Kingdom
-$4.59M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.81M
5
Morgan Stanley
Morgan Stanley
New York
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
151
IFP Advisors
Florida
$6K -$6.86K -195 -55%
PFBT
152
Parkside Financial Bank & Trust
Missouri
$5K – – –
GCM
153
Gables Capital Management
Florida
$4K +$3.52K +100 New
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$1K +$774 +22 +200%
FIA
155
FNY Investment Advisers
New York
$1K +$1.06K +30 New
AIG
156
American International Group
New York
$816 -$739 -21 -0.1%
BBHC
157
Brown Brothers Harriman & Co
New York
$599 – – –
ICM
158
Invenomic Capital Management
Massachusetts
– -$1.83M -62,278 Closed
MWNA
159
Marshall Wace North America
New York
– -$1.34M -45,463 Closed
GCP
160
GSA Capital Partners
United Kingdom
– -$1.22M -41,532 Closed
PCM
161
Penn Capital Management
Pennsylvania
– -$1.14M -38,756 Closed
Marshall Wace
162
Marshall Wace
United Kingdom
– -$758K -25,787 Closed
Two Sigma Investments
163
Two Sigma Investments
New York
– -$658K -22,381 Closed
Stifel Financial
164
Stifel Financial
Missouri
– -$560K -19,056 Closed
II
165
Inspire Investing
Idaho
– -$429K -14,596 Closed
American Century Companies
166
American Century Companies
Missouri
– -$411K -13,984 Closed
MSA
167
Mason Street Advisors
Wisconsin
– -$349K -11,855 Closed
HF
168
HRT Financial
New York
– -$324K -11,023 Closed
ACI
169
AMP Capital Investors
Australia
– -$312K -10,686 Closed
TI
170
Trexquant Investment
Connecticut
– -$271K -9,206 Closed
Truist Financial
171
Truist Financial
North Carolina
– -$259K -8,800 Closed
FTDI
172
First Trust Direct Indexing
Massachusetts
– -$68K -2,312 Closed
IA
173
Inspire Advisors
Idaho
– -$26K -884 Closed
VCG
174
Vantage Consulting Group
Virginia
– -$21K -716 Closed
FPCG
175
Fort Pitt Capital Group
Pennsylvania
– -$13K -428 Closed
4 5 6
7
8

MATW Hedge Fund Activity: Q1 2021 in Review

159 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q1 2021, worth a combined $989M — up 34% from $740M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new MATW positions and 21 closed out — a net gain of 4 holders — while 40 added to existing stakes and 69 trimmed.

The largest buyer was BlackRock, adding an estimated $10.3M. The largest seller was Russell Investments Group, cutting an estimated $6.89M.

  • 159 institutional investors held Matthews International (MATW) as of Q1 2021, up from 156 in Q4 2020.
  • Funds reported $989M of Matthews International stock for Q1 2021, up 34% quarter-over-quarter.
  • 25 funds opened new Matthews International positions in Q1 2021 and 21 closed out, a net change of +4 holders.
  • The largest Matthews International buyer in Q1 2021 was BlackRock, an estimated $10.3M added.
  • The largest Matthews International seller in Q1 2021 was Russell Investments Group, an estimated $6.89M sold.

Based on aggregated 13F filings for Q1 2021.