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Matthews International
MATW

153 hedge funds and large institutions have $709M invested in Matthews International in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 47 increasing their positions, 55 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

27% more capital invested

Capital invested by funds: $557M → $709M (+$152M)

6% more funds holding

Funds holding: 145 → 153 (+8)

0.65% more ownership

Funds ownership: 81.15% → 81.8% (+0.65%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

15% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 55

92% less call options, than puts

Call options by funds: $6K | Put options by funds: $79K

Holders
153
Holders Change
+8
Holders Change %
+5.52%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
23
Increased
47
Reduced
55
Closed
12
Calls
$6K
Puts
$79K
Net Calls
-$73K
Net Calls Change
-$73K

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$4.97M
2
PCM
Palisade Capital Management
New Jersey
+$3.57M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.96M
4
BlackRock
BlackRock
New York
+$2.89M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
+$2.16M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$4.94M
2
Millennium Management
Millennium Management
New York
-$3.42M
3
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
-$1.67M
4
Renaissance Technologies
Renaissance Technologies
New York
-$1.45M
5
LSV Asset Management
LSV Asset Management
Illinois
-$1.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$154M +$2.89M +103,327 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$109M +$2.96M +105,830 +3%
PF
3
Phoenix Financial
Israel
$54.5M -$506K -18,100 -1%
State Street
4
State Street
Massachusetts
$35.3M +$1.25M +44,850 +4%
GI
5
GAMCO Investors
Connecticut
$33.7M -$829K -29,632 -3%
ACB
6
Aristotle Capital Boston
Massachusetts
$30.6M -$665K -23,781 -2%
Ameriprise
7
Ameriprise
Minnesota
$28.6M -$4.94M -176,651 -16%
PCM
8
Palisade Capital Management
New Jersey
$19.5M +$3.57M +127,650 +25%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$17.7M +$423K +15,135 +3%
Charles Schwab
10
Charles Schwab
California
$14.3M +$230K +8,206 +2%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$12.8M +$47K +1,681 +0.4%
Invesco
12
Invesco
Georgia
$11.4M +$4.97M +177,550 +89%
Northern Trust
13
Northern Trust
Illinois
$11M +$361K +12,906 +4%
Morgan Stanley
14
Morgan Stanley
New York
$9.71M +$323K +11,558 +4%
ProShare Advisors
15
ProShare Advisors
Maryland
$8.87M -$637K -22,768 -7%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$8.68M +$242K +8,663 +3%
Norges Bank
17
Norges Bank
Norway
$7.46M – – –
SEI Investments
18
SEI Investments
Pennsylvania
$7.3M +$742K +26,535 +12%
BCG
19
Barington Capital Group
New York
$7.03M +$1.72M +61,635 +36%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$5.97M +$1.07M +38,258 +24%
CVA
21
Ceredex Value Advisors
Florida
$5.86M -$138K -4,929 -2%
Principal Financial Group
22
Principal Financial Group
Iowa
$5.85M +$1.88K +67 +0%
ICM
23
Invenomic Capital Management
Massachusetts
$5.36M +$474K +16,942 +11%
BCM
24
Bridgeway Capital Management
Texas
$5.29M – – –
Arrowstreet Capital
25
Arrowstreet Capital
Massachusetts
$5.01M +$102K +3,630 +2%
1
2 3 4 5

MATW Hedge Fund Activity: Q4 2022 in Review

153 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2022, worth a combined $709M — up 27% from $557M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new MATW positions and 12 closed out — a net gain of 11 holders — while 47 added to existing stakes and 55 trimmed.

The largest buyer was Invesco, adding an estimated $4.97M. The largest seller was Ameriprise, cutting an estimated $4.94M.

  • 153 institutional investors held Matthews International (MATW) as of Q4 2022, up from 145 in Q3 2022.
  • Funds reported $709M of Matthews International stock for Q4 2022, up 27% quarter-over-quarter.
  • 23 funds opened new Matthews International positions in Q4 2022 and 12 closed out, a net change of +11 holders.
  • The largest Matthews International buyer in Q4 2022 was Invesco, an estimated $4.97M added.
  • The largest Matthews International seller in Q4 2022 was Ameriprise, an estimated $4.94M sold.

Based on aggregated 13F filings for Q4 2022.