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Matthews International
MATW

167 hedge funds and large institutions have $1B invested in Matthews International in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $902M → $1B (+$99.9M)

10% more funds holding

Funds holding: 152 → 167 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.02% less ownership

Funds ownership: 82.19% → 77.17% (-5%)

18% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 62

100% less call options, than puts

Call options by funds: $205K | Put options by funds: $72.6M

Holders
167
Holders Change
+15
Holders Change %
+9.87%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
51
Reduced
62
Closed
7
Calls
$205K
Puts
$72.6M
Net Calls
-$72.4M
Net Calls Change
-$72.5M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$8.63M
2
EF
Empowered Funds
Pennsylvania
+$3.41M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$2.16M
4
WCM
Wedge Capital Management
North Carolina
+$2.08M
5
CCM
Campbell Capital Management
Florida
+$1.97M

Top Sellers

1
PF
Phoenix Financial
Israel
-$68.1M
2
Ameriprise
Ameriprise
Minnesota
-$5.55M
3
BlackRock
BlackRock
New York
-$2.37M
4
ProShare Advisors
ProShare Advisors
Maryland
-$1.62M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
151
Carson Wealth (CWM LLC)
Nebraska
$18K +$310 +8 +2%
IRC
152
Investors Research Corp
Georgia
$17K – – –
LC
153
Lindbrook Capital
California
$16.5K – – –
CT
154
Cambridge Trust
Massachusetts
$15.3K – – –
QCG
155
Quadrant Capital Group
Ohio
$10.4K -$504 -13 -5%
Simplex Trading
156
Simplex Trading
Illinois
$9K +$8.3K +214 New
BG
157
Bollard Group
Massachusetts
$7K +$6.48K +167 New
IWP
158
IAG Wealth Partners
Wisconsin
$6.52K – – –
PA
159
Parallel Advisors
California
$3.03K +$543 +14 +25%
Fifth Third Bancorp
160
Fifth Third Bancorp
Ohio
$2.81K – – –
PFBT
161
Parkside Financial Bank & Trust
Missouri
$2.05K – – –
MRCM
162
M&R Capital Management
New Jersey
$1.9K – – –
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
$1.36K – – –
FHA
164
First Horizon Advisors
Tennessee
$1.24K – – –
Bessemer Group
165
Bessemer Group
New Jersey
$1K +$1.24K +32 New
FMII
166
Farmers & Merchants Investments Inc
Nebraska
$895 – – –
E
167
Ergoteles
New York
– -$862K -23,900 Closed
EWM
168
Empirical Wealth Management
Washington
– -$455K -12,614 Closed
Marshall Wace
169
Marshall Wace
United Kingdom
– -$399K -11,055 Closed
JMPWA
170
JP Morgan Private Wealth Advisors
California
– -$332K -9,211 Closed
UAML
171
US Asset Management LLC
Pennsylvania
– -$50K -1,393 Closed
ACM
172
Aquatic Capital Management
Illinois
– -$25K -700 Closed
S
173
SignatureFD
Georgia
– -$252 -7 Closed
C
174
Covestor
United Kingdom
– -$116 -3 -30%
3 4 5 6
7

MATW Hedge Fund Activity: Q2 2023 in Review

167 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q2 2023, worth a combined $1B — up 11% from $902M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MATW positions and 7 closed out — a net gain of 15 holders — while 51 added to existing stakes and 62 trimmed.

The largest buyer was Select Equity Group, adding an estimated $8.63M. The largest seller was Phoenix Financial, cutting an estimated $68.1M.

  • 167 institutional investors held Matthews International (MATW) as of Q2 2023, up from 152 in Q1 2023.
  • Funds reported $1B of Matthews International stock for Q2 2023, up 11% quarter-over-quarter.
  • 22 funds opened new Matthews International positions in Q2 2023 and 7 closed out, a net change of +15 holders.
  • The largest Matthews International buyer in Q2 2023 was Select Equity Group, an estimated $8.63M added.
  • The largest Matthews International seller in Q2 2023 was Phoenix Financial, an estimated $68.1M sold.

Based on aggregated 13F filings for Q2 2023.