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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.

New
Increased
Maintained
Reduced
Closed

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

Holders
159
Holders Change
+3
Holders Change %
+1.92%
% of All Funds
2.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
40
Reduced
69
Closed
21
Calls
$838K
Puts
–
Net Calls
+$838K
Net Calls Change
-$73K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$10.3M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$7M
3
Goldman Sachs
Goldman Sachs
New York
+$6M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$4.42M
5
Bank of America
Bank of America
North Carolina
+$2.25M

Top Sellers

Rank Fund Capital Flow
1
Russell Investments Group
Russell Investments Group
United Kingdom
-$6.89M
2
Man Group
Man Group
United Kingdom
-$4.59M
3
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$3.3M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.81M
5
Morgan Stanley
Morgan Stanley
New York
-$2.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$221M +$10.3M +292,304 +6%
Vanguard Group
2
Vanguard Group
Pennsylvania
$131M +$4.42M +125,562 +4%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$62.5M -$1.51M -42,980 -3%
ACB
4
Aristotle Capital Boston
Massachusetts
$45M -$1.81M -51,409 -4%
GI
5
GAMCO Investors
Connecticut
$42.1M -$1.15M -32,600 -3%
State Street
6
State Street
Massachusetts
$40.2M +$974K +27,676 +3%
Ameriprise
7
Ameriprise
Minnesota
$28M +$470K +13,344 +2%
PF
8
Phoenix Financial
Israel
$27.5M -$1.8M -51,093 -7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$20.5M +$1.68M +47,789 +10%
Wells Fargo
10
Wells Fargo
California
$20.1M -$1.92M -54,623 -10%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$18.6M +$604K +17,172 +4%
PCM
12
Palisade Capital Management
New Jersey
$18.6M +$510K +14,498 +3%
Charles Schwab
13
Charles Schwab
California
$18M +$414K +11,754 +3%
Arrowstreet Capital
14
Arrowstreet Capital
Massachusetts
$16M -$1.28M -36,307 -8%
Northern Trust
15
Northern Trust
Illinois
$15.6M -$1.77M -50,319 -11%
LSV Asset Management
16
LSV Asset Management
Illinois
$14.9M +$757K +21,518 +6%
Goldman Sachs
17
Goldman Sachs
New York
$14.3M +$6M +170,469 +90%
Norges Bank
18
Norges Bank
Norway
$12.8M -$1.87M -53,100 -14%
AI
19
Ariel Investments
Illinois
$12.3M +$1.04M +29,550 +11%
ProShare Advisors
20
ProShare Advisors
Maryland
$12.2M -$230K -6,548 -2%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$10.7M +$7M +198,912 +276%
Principal Financial Group
22
Principal Financial Group
Iowa
$9.44M +$21.5K +612 +0.3%
D.E. Shaw & Co
23
D.E. Shaw & Co
New York
$8.75M -$3.3M -93,641 -30%
Morgan Stanley
24
Morgan Stanley
New York
$8.46M -$2.54M -72,260 -25%
SEI Investments
25
SEI Investments
Pennsylvania
$7.75M -$258K -7,337 -4%
1
2 3 4 5

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.