Matthews International
MATW
153 hedge funds and large institutions have $709M invested in Matthews International in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 12 closing their positions.
92% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 12
27% more capital invested
Capital invested by funds: $557M → $709M (+$152M)
6% more funds holding
Funds holding: 145 → 153 (+8)
0.65% more ownership
Funds ownership: 81.15% → 81.8% (+0.65%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
15% less repeat investments, than reductions
Existing positions increased: 47 | Existing positions reduced: 55
92% less call options, than puts
Call options by funds: $6K | Put options by funds: $79K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$4.97M |
| 2 |
PCM
Palisade Capital Management
Fort Lee,
New Jersey
|
+$3.57M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$2.96M |
| 4 |
BlackRock
New York
|
+$2.89M |
| 5 |
Teacher Retirement System of Texas
Austin,
Texas
|
+$2.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.94M |
| 2 |
Millennium Management
New York
|
-$3.42M |
| 3 |
State of New Jersey Common Pension Fund D
Trenton,
New Jersey
|
-$1.67M |
| 4 |
Renaissance Technologies
New York
|
-$1.45M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$1.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
S
151
SignatureFD
Atlanta,
Georgia
| $213 | -$84 | -3 | -30% |
|
152
Federated Hermes
Pittsburgh,
Pennsylvania
| $30 | – | – | – |
|
|
JAM
153
Jupiter Asset Management
London,
United Kingdom
| – | -$1.21M | -53,782 | Closed |
|
|
JF
154
Jump Financial
Chicago,
Illinois
| – | -$1.02M | -45,589 | Closed |
|
|
HF
155
HRT Financial
New York
| – | -$688K | -30,738 | Closed |
|
|
EIP
156
Easterly Investment Partners
Beverly,
Massachusetts
| – | -$524K | -23,369 | Closed |
|
157
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$246K | -10,980 | Closed |
|
|
SO
158
STRS Ohio
Columbus,
Ohio
| – | -$141K | -6,300 | Closed |
|
|
MOACM
159
Mutual of America Capital Management
New York
| – | -$136K | -6,089 | Closed |
|
|
SC
160
SouthState Corp
Winter Haven,
Florida
| – | -$6K | -255 | Closed |
|
|
MAM
161
Meeder Asset Management
Dublin,
Ohio
| – | -$1K | -53 | Closed |
|
|
ACM
162
Absolute Capital Management
Pittsburgh,
Pennsylvania
| – | -$293 | -13 | Closed |
|
|
C
163
Covestor
London,
United Kingdom
| – | +$28 | +1 | +13% |
|
MATW Hedge Fund Activity: Q4 2022 in Review
153 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2022, worth a combined $709M — up 27% from $557M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new MATW positions and 12 closed out — a net gain of 11 holders — while 47 added to existing stakes and 55 trimmed.
The largest buyer was Invesco, adding an estimated $4.97M. The largest seller was Ameriprise, cutting an estimated $4.94M.
- 153 institutional investors held Matthews International (MATW) as of Q4 2022, up from 145 in Q3 2022.
- Funds reported $709M of Matthews International stock for Q4 2022, up 27% quarter-over-quarter.
- 23 funds opened new Matthews International positions in Q4 2022 and 12 closed out, a net change of +11 holders.
- The largest Matthews International buyer in Q4 2022 was Invesco, an estimated $4.97M added.
- The largest Matthews International seller in Q4 2022 was Ameriprise, an estimated $4.94M sold.
Based on aggregated 13F filings for Q4 2022.