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Matthews International
MATW

168 hedge funds and large institutions have $933M invested in Matthews International in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 65 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 13

8% more funds holding

Funds holding: 156 → 168 (+12)

5% more capital invested

Capital invested by funds: $888M → $933M (+$45.1M)

0.05% less ownership

Funds ownership: 81.03% → 80.97% (-0.05%)

26% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 65

Holders
168
Holders Change
+12
Holders Change %
+7.69%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
26
Increased
48
Reduced
65
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PF
Phoenix Financial
Israel
+$5.79M
2
BlackRock
BlackRock
New York
+$5.73M
3
VC
Voss Capital
Texas
+$3.07M
4
SCP
Seizert Capital Partners
Michigan
+$1.96M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.86M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$16.3M
2
Goldman Sachs
Goldman Sachs
New York
-$6.59M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.71M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$1.89M
5
Tudor Investment Corp
Tudor Investment Corp
Connecticut
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$198M +$5.73M +158,222 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$125M -$499K -13,775 -0.4%
PF
3
Phoenix Financial
Israel
$58.7M +$5.79M +159,994 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$52.3M -$1.89M -52,231 -4%
ACB
5
Aristotle Capital Boston
Massachusetts
$41.5M -$974K -26,902 -2%
GI
6
GAMCO Investors
Connecticut
$40M +$405K +11,200 +1%
State Street
7
State Street
Massachusetts
$39.9M +$1.67M +46,044 +4%
Ameriprise
8
Ameriprise
Minnesota
$33.1M +$485K +13,405 +2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$20.4M +$914K +25,239 +5%
PCM
10
Palisade Capital Management
New Jersey
$18.7M +$103K +2,851 +0.6%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$15.9M +$15.7M +434,537 New
Bank of New York Mellon
12
Bank of New York Mellon
New York
$15.7M -$1.14M -31,610 -7%
Charles Schwab
13
Charles Schwab
California
$15.3M +$38.7K +1,069 +0.3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$14.9M -$4.71M -130,098 -24%
Northern Trust
15
Northern Trust
Illinois
$13.8M +$4.42K +122 +0%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$13.4M -$1.29M -35,535 -9%
LSV Asset Management
17
LSV Asset Management
Illinois
$12.1M -$366K -10,100 -3%
Norges Bank
18
Norges Bank
Norway
$11.5M -$358K -9,885 -3%
ProShare Advisors
19
ProShare Advisors
Maryland
$9.88M +$339K +9,377 +4%
Goldman Sachs
20
Goldman Sachs
New York
$9.38M -$6.59M -182,165 -42%
Invesco
21
Invesco
Georgia
$9.23M +$570K +15,742 +7%
Victory Capital Management
22
Victory Capital Management
Texas
$8.92M +$416K +11,504 +5%
Principal Financial Group
23
Principal Financial Group
Iowa
$8.21M -$470K -12,986 -5%
SEI Investments
24
SEI Investments
Pennsylvania
$6.71M -$118K -3,260 -2%
PPA
25
Parametric Portfolio Associates
Washington
$6.32M -$731K -20,183 -10%
1
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MATW Hedge Fund Activity: Q4 2021 in Review

168 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2021, worth a combined $933M — up 5.1% from $888M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new MATW positions and 13 closed out — a net gain of 13 holders — while 48 added to existing stakes and 65 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $5.79M. The largest seller was Wells Fargo, cutting an estimated $16.3M.

  • 168 institutional investors held Matthews International (MATW) as of Q4 2021, up from 156 in Q3 2021.
  • Funds reported $933M of Matthews International stock for Q4 2021, up 5.1% quarter-over-quarter.
  • 26 funds opened new Matthews International positions in Q4 2021 and 13 closed out, a net change of +13 holders.
  • The largest Matthews International buyer in Q4 2021 was Phoenix Financial, an estimated $5.79M added.
  • The largest Matthews International seller in Q4 2021 was Wells Fargo, an estimated $16.3M sold.

Based on aggregated 13F filings for Q4 2021.