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Matthews International
MATW

Overview Fund Activity

172 hedge funds and large institutions have $982M invested in Matthews International in 2023 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 55 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
172
Holders Change
+5
Holders Change %
+2.99%
% of All Funds
2.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
55
Reduced
66
Closed
13
Calls
$132K
Puts
$8K
Net Calls
+$124K
Net Calls Change
+$72.5M

Top Buyers

1
PF
Phoenix Financial
Israel
$63.8M
2
SPPAM
Summit Partners Public Asset Management
Massachusetts
$17.8M
3
Select Equity Group
Select Equity Group
New York
$36.4M
4
JAM
Jupiter Asset Management
United Kingdom
$3.88M
5
GLA
Great Lakes Advisors
Illinois
$2.53M

Top Sellers

1
BlackRock
BlackRock
New York
$181M
2
CVA
Ceredex Value Advisors
Florida
$0
3
KIM
Kestrel Investment Management
California
$0
4
SDWMA
Schneider Downs Wealth Management Advisors
Pennsylvania
$0
5
Invesco
Invesco
Georgia
$7.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
KBC Group
151
KBC Group
Belgium
$39K -$57.7K -1,493 -60%
WTG
152
West Tower Group
Virginia
$37.2K +$37.2K +955 New
VCM
153
Versant Capital Management
Arizona
$32.5K -$3.27K -84 -9%
Ohio Public Employees Retirement System (OPERS)
154
Ohio Public Employees Retirement System (OPERS)
Ohio
$32K -$5.24K -135 -14%
ST
155
Smithfield Trust
Pennsylvania
$28K – – –
EWA
156
EverSource Wealth Advisors
Alabama
$25K – – –
Carson Wealth (CWM LLC)
157
Carson Wealth (CWM LLC)
Nebraska
$16K +$39 +1 +0.2%
IRC
158
Investors Research Corp
Georgia
$15.6K – – –
LC
159
Lindbrook Capital
California
$15.1K – – –
CT
160
Cambridge Trust
Massachusetts
$14K – – –
QCG
161
Quadrant Capital Group
Ohio
$9.5K – – –
PA
162
Parallel Advisors
California
$8.83K +$6.07K +156 +220%
IWP
163
IAG Wealth Partners
Wisconsin
$5.95K – – –
Fifth Third Bancorp
164
Fifth Third Bancorp
Ohio
$2.57K – – –
PFBT
165
Parkside Financial Bank & Trust
Missouri
$1.87K – – –
MRCM
166
M&R Capital Management
New Jersey
$1.67K -$39 -1 -2%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$1.25K – – –
FHA
168
First Horizon Advisors
Tennessee
$1.13K – – –
Bessemer Group
169
Bessemer Group
New Jersey
$1K – – –
AF
170
Allworth Financial
California
$895 +$895 +23 New
FMII
171
Farmers & Merchants Investments Inc
Nebraska
$817 – – –
SWM
172
Spire Wealth Management
Virginia
$506 +$506 +13 New
CVA
173
Ceredex Value Advisors
Florida
– -$6.62M -155,296 Closed
KIM
174
Kestrel Investment Management
California
– -$3.18M -74,550 Closed
SDWMA
175
Schneider Downs Wealth Management Advisors
Pennsylvania
– -$1.99M -46,702 Closed
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