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Matthews International
MATW

156 hedge funds and large institutions have $740M invested in Matthews International in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $2.57M | Put options by funds: $1.66M

33% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 15

30% more capital invested

Capital invested by funds: $571M → $740M (+$169M)

3% more funds holding

Funds holding: 152 → 156 (+4)

4% less repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 56

2.62% less ownership

Funds ownership: 81.9% → 79.28% (-2.6%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
156
Holders Change
+4
Holders Change %
+2.63%
% of All Funds
2.76%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
54
Reduced
56
Closed
15
Calls
$2.57M
Puts
$1.66M
Net Calls
+$911K
Net Calls Change
+$1.25M

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$12.1M
2
BlackRock
BlackRock
New York
+$7.97M
3
GI
GAMCO Investors
Connecticut
+$5.67M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$5.03M
5
PF
Phoenix Financial
Israel
+$3.82M

Top Sellers

1
Russell Investments Group
Russell Investments Group
United Kingdom
-$21.1M
2
PCM
Penn Capital Management
Pennsylvania
-$4.58M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$3.55M
4
RCM
Rutabaga Capital Management
Massachusetts
-$3.35M
5
Goldman Sachs
Goldman Sachs
New York
-$2.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$156M +$7.97M +308,369 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$93.5M +$5.03M +194,787 +7%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$47.7M -$1.83M -70,754 -4%
ACB
4
Aristotle Capital Boston
Massachusetts
$34.9M +$223K +8,636 +0.7%
GI
5
GAMCO Investors
Connecticut
$32.2M +$5.67M +219,400 +25%
State Street
6
State Street
Massachusetts
$29.1M -$290K -11,211 -1%
PF
7
Phoenix Financial
Israel
$21.9M +$3.82M +147,816 +25%
Ameriprise
8
Ameriprise
Minnesota
$20.4M +$2.12M +81,901 +13%
Wells Fargo
9
Wells Fargo
California
$16.6M +$12.1M +466,811 +485%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$13.8M +$121K +4,690 +1%
PCM
11
Palisade Capital Management
New Jersey
$13.4M -$429K -16,597 -4%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$13.3M +$1.05M +40,659 +10%
Northern Trust
13
Northern Trust
Illinois
$13.1M -$457K -17,684 -4%
Charles Schwab
14
Charles Schwab
California
$13M +$387K +14,995 +4%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$13M -$116K -4,500 -1%
Norges Bank
16
Norges Bank
Norway
$11.1M +$311K +12,023 +3%
LSV Asset Management
17
LSV Asset Management
Illinois
$10.4M -$465K -18,000 -5%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$9.66M -$21.1M -816,168 -71%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$9.26M -$1.54M -59,534 -16%
ProShare Advisors
20
ProShare Advisors
Maryland
$9.23M -$842K -32,592 -9%
Morgan Stanley
21
Morgan Stanley
New York
$8.41M -$1.32M -51,159 -15%
AI
22
Ariel Investments
Illinois
$8.25M +$639K +24,719 +10%
Principal Financial Group
23
Principal Financial Group
Iowa
$7M +$180K +6,949 +3%
SEI Investments
24
SEI Investments
Pennsylvania
$5.97M +$203K +7,846 +4%
Goldman Sachs
25
Goldman Sachs
New York
$5.58M -$2.96M -114,356 -38%
1
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MATW Hedge Fund Activity: Q4 2020 in Review

156 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2020, worth a combined $740M — up 30% from $571M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new MATW positions and 15 closed out — a net gain of 5 holders — while 54 added to existing stakes and 56 trimmed.

The largest buyer was Wells Fargo, adding an estimated $12.1M. The largest seller was Russell Investments Group, cutting an estimated $21.1M.

  • 156 institutional investors held Matthews International (MATW) as of Q4 2020, up from 152 in Q3 2020.
  • Funds reported $740M of Matthews International stock for Q4 2020, up 30% quarter-over-quarter.
  • 20 funds opened new Matthews International positions in Q4 2020 and 15 closed out, a net change of +5 holders.
  • The largest Matthews International buyer in Q4 2020 was Wells Fargo, an estimated $12.1M added.
  • The largest Matthews International seller in Q4 2020 was Russell Investments Group, an estimated $21.1M sold.

Based on aggregated 13F filings for Q4 2020.