Matthews International
MATW
159 hedge funds and large institutions have $989M invested in Matthews International in 2021 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 69 reducing their positions, and 21 closing their positions.
34% more capital invested
Capital invested by funds: $740M → $989M (+$249M)
19% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 21
2% more funds holding
Funds holding: 156 → 159 (+3)
0.23% less ownership
Funds ownership: 79.28% → 79.05% (-0.23%)
42% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 69
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$10.3M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$7M |
| 3 |
Goldman Sachs
New York
|
+$6M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$4.42M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.25M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Russell Investments Group
London,
United Kingdom
|
-$6.89M |
| 2 |
Man Group
London,
United Kingdom
|
-$4.59M |
| 3 |
D.E. Shaw & Co
New York
|
-$3.3M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.81M |
| 5 |
Morgan Stanley
New York
|
-$2.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWCFA
176
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$8K | -282 | Closed |
|
|
CCA
177
Childress Capital Advisors
Houston,
Texas
| – | -$4K | -127 | Closed |
|
|
ABC
178
Associated Banc-Corp
Green Bay,
Wisconsin
| – | -$2K | -83 | Closed |
|
179
Simplex Trading
Chicago,
Illinois
| – | -$915 | -26 | -10% |
|
MATW Hedge Fund Activity: Q1 2021 in Review
159 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q1 2021, worth a combined $989M — up 34% from $740M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new MATW positions and 21 closed out — a net gain of 4 holders — while 40 added to existing stakes and 69 trimmed.
The largest buyer was BlackRock, adding an estimated $10.3M. The largest seller was Russell Investments Group, cutting an estimated $6.89M.
- 159 institutional investors held Matthews International (MATW) as of Q1 2021, up from 156 in Q4 2020.
- Funds reported $989M of Matthews International stock for Q1 2021, up 34% quarter-over-quarter.
- 25 funds opened new Matthews International positions in Q1 2021 and 21 closed out, a net change of +4 holders.
- The largest Matthews International buyer in Q1 2021 was BlackRock, an estimated $10.3M added.
- The largest Matthews International seller in Q1 2021 was Russell Investments Group, an estimated $6.89M sold.
Based on aggregated 13F filings for Q1 2021.