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Matthews International
MATW

168 hedge funds and large institutions have $933M invested in Matthews International in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

8% more funds holding

Funds holding: 156 → 168 (+12)

5% more capital invested

Capital invested by funds: $888M → $933M (+$45.1M)

0.05% less ownership

Funds ownership: 81.03% → 80.97% (-0.05%)

26% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 65

Holders
168
Holders Change
+12
Holders Change %
+7.69%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
48
Reduced
65
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PF
Phoenix Financial
Israel
+$5.79M
2
BlackRock
BlackRock
New York
+$5.73M
3
VC
Voss Capital
Texas
+$3.07M
4
SCP
Seizert Capital Partners
Michigan
+$1.96M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.86M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.3M
2
Goldman Sachs
Goldman Sachs
New York
-$6.59M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.71M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.89M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
151
Federated Hermes
Pennsylvania
$8K -$9.52K -263 -56%
FAG
152
Fortitude Advisory Group
Washington
$8K +$7.6K +210 New
IWP
153
IAG Wealth Partners
Wisconsin
$6K – – –
IA
154
IFP Advisors
Florida
$6K – – –
PK
155
Pflug Koory
Nebraska
$6K – – –
TWA
156
TCI Wealth Advisors
Arizona
$5K – – –
PFBT
157
Parkside Financial Bank & Trust
Missouri
$4K – – –
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$2K -$181 -5 -11%
C
159
Covestor
United Kingdom
$1K +$688 +19 New
FFWM
160
Future Financial Wealth Management
Ohio
$1K +$1.34K +37 New
Manulife (Manufacturers Life Insurance)
161
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$599 +$3.11K +86 +0.5%
BBHC
162
Brown Brothers Harriman & Co
New York
$556 – – –
ACM
163
Absolute Capital Management
Pennsylvania
$440 +$434 +12 New
MP
164
McDonald Partners
Ohio
$440 +$434 +12 New
CP
165
Castleview Partners
Texas
$245 +$325K +8,984 New
Tudor Investment Corp
166
Tudor Investment Corp
Connecticut
– -$1.58M -45,485 Closed
MAM
167
Martingale Asset Management
Massachusetts
– -$1.37M -39,445 Closed
Assenagon Asset Management
168
Assenagon Asset Management
Luxembourg
– -$1.19M -34,303 Closed
JCIA
169
Jackson Creek Investment Advisors
Colorado
– -$1.05M -30,202 Closed
HF
170
HRT Financial
New York
– -$470K -13,549 Closed
Russell Investments Group
171
Russell Investments Group
United Kingdom
– -$454K -13,088 Closed
PAM
172
Panagora Asset Management
Massachusetts
– -$209K -6,034 Closed
OSAM
173
O'Shaughnessy Asset Management
Connecticut
– -$180K -5,182 Closed
SG Americas Securities
174
SG Americas Securities
New York
– -$145K -4,184 Closed
Acadian Asset Management
175
Acadian Asset Management
Massachusetts
– -$72K -2,084 Closed
4 5 6
7
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MATW Hedge Fund Activity: Q4 2021 in Review

168 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2021, worth a combined $933M — up 5.1% from $888M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MATW positions and 13 closed out — a net gain of 13 holders — while 48 added to existing stakes and 65 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $5.79M. The largest seller was Wells Fargo, cutting an estimated $16.3M.

  • 168 institutional investors held Matthews International (MATW) as of Q4 2021, up from 156 in Q3 2021.
  • Funds reported $933M of Matthews International stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 26 funds opened new Matthews International positions in Q4 2021 and 13 closed out, a net change of +13 holders.
  • The largest Matthews International buyer in Q4 2021 was Phoenix Financial, an estimated $5.79M added.
  • The largest Matthews International seller in Q4 2021 was Wells Fargo, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2021.