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Matthews International

173 hedge funds and large institutions have $819M invested in Matthews International in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 57 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 23

3% more funds holding

Funds holding: 168173 (+5)

0% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 57

0.69% less ownership

Funds ownership: 80.97%80.28% (-0.69%)

12% less capital invested

Capital invested by funds: $933M → $819M (-$114M)

Holders
173
Holders Change
+5
Holders Change %
+2.98%
% of All Funds
2.73%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
57
Reduced
57
Closed
23
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
FPS
151
Fieldpoint Private Securities
Connecticut
$12K -$33.6K -982 -73%
Carson Wealth (CWM LLC)
152
Carson Wealth (CWM LLC)
Nebraska
$12K +$1.92K +56 +18%
EWA
153
EverSource Wealth Advisors
Alabama
$11K
Barrow, Hanley, Mewhinney & Strauss
154
Barrow, Hanley, Mewhinney & Strauss
Texas
$10K -$120K -3,497 -92%
TRCT
155
Tower Research Capital (TRC)
New York
$10K -$5.55K -162 -34%
ACM
156
Aquatic Capital Management
Illinois
$10K +$10.3K +300 New
SWA
157
Sutton Wealth Advisors
Florida
$8.48K -$308 -9 -3%
QCG
158
Quadrant Capital Group
Ohio
$8K
FAG
159
Fortitude Advisory Group
Washington
$7K
PK
160
Pflug Koory
Nebraska
$6K
IWP
161
IAG Wealth Partners
Wisconsin
$5K
PFBT
162
Parkside Financial Bank & Trust
Missouri
$4K
TWA
163
TCI Wealth Advisors
Arizona
$4K
FFWM
164
Future Financial Wealth Management
Ohio
$1K
PA
165
Parallel Advisors
California
$1K +$582 +17 New
LC
166
Lindbrook Capital
California
$1K +$787 +23 New
Macquarie Group
167
Macquarie Group
Australia
$361 +$381K +11,144 New
VC
168
Voss Capital
Texas
-$3.11M -84,912 Closed
RCG
169
Rock Creek Group
District of Columbia
-$1.46M -39,796 Closed
Two Sigma Investments
170
Two Sigma Investments
New York
-$1.12M -30,433 Closed
EA
171
Ellsworth Advisors
Ohio
-$543K -14,799 Closed
American Century Companies
172
American Century Companies
Missouri
-$525K -14,317 Closed
Two Sigma Advisers
173
Two Sigma Advisers
New York
-$491K -13,400 Closed
HSA
174
Hussman Strategic Advisors
Maryland
-$455K -12,400 Closed
Allianz Asset Management
175
Allianz Asset Management
Germany
-$411K -11,239 Closed

MATW Hedge Fund Activity: Q1 2022 in Review

173 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q1 2022, worth a combined $819M — down 12% from $933M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new MATW positions and 23 closed out — a net gain of 5 holders — while 57 added to existing stakes and 57 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $8.21M. The largest seller was Fidelity Investments, cutting an estimated $13.9M.

  • 173 institutional investors held Matthews International (MATW) as of Q1 2022, up from 168 in Q4 2021.
  • Funds reported $819M of Matthews International stock for Q1 2022, down 12% quarter-over-quarter.
  • 28 funds opened new Matthews International positions in Q1 2022 and 23 closed out, a net change of +5 holders.
  • The largest Matthews International buyer in Q1 2022 was Phoenix Financial, an estimated $8.21M added.
  • The largest Matthews International seller in Q1 2022 was Fidelity Investments, an estimated $13.9M sold.

Based on aggregated 13F filings for Q1 2022.