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Matthews International
MATW

167 hedge funds and large institutions have $1B invested in Matthews International in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 51 increasing their positions, 62 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

214% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 7

11% more capital invested

Capital invested by funds: $902M → $1B (+$99.9M)

10% more funds holding

Funds holding: 152 → 167 (+15)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.02% less ownership

Funds ownership: 82.19% → 77.17% (-5%)

18% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 62

100% less call options, than puts

Call options by funds: $205K | Put options by funds: $72.6M

Holders
167
Holders Change
+15
Holders Change %
+9.87%
% of All Funds
2.62%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
51
Reduced
62
Closed
7
Calls
$205K
Puts
$72.6M
Net Calls
-$72.4M
Net Calls Change
-$72.5M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$8.63M
2
EF
Empowered Funds
Pennsylvania
+$3.41M
3
SPPAM
Summit Partners Public Asset Management
Massachusetts
+$2.16M
4
WCM
Wedge Capital Management
North Carolina
+$2.08M
5
CCM
Campbell Capital Management
Florida
+$1.97M

Top Sellers

1
PF
Phoenix Financial
Israel
-$68.1M
2
Ameriprise
Ameriprise
Minnesota
-$5.55M
3
BlackRock
BlackRock
New York
-$2.37M
4
ProShare Advisors
ProShare Advisors
Maryland
-$1.62M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$207M -$2.37M -61,228 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$151M -$1.48M -38,176 -1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$61.5M +$50.3K +1,297 +0.1%
State Street
4
State Street
Massachusetts
$49.2M +$438K +11,298 +1%
GI
5
GAMCO Investors
Connecticut
$45.9M -$603K -15,550 -1%
ACB
6
Aristotle Capital Boston
Massachusetts
$45M +$958K +24,703 +2%
Ameriprise
7
Ameriprise
Minnesota
$39.3M -$5.55M -143,015 -13%
Select Equity Group
8
Select Equity Group
New York
$33.3M +$8.63M +222,507 +40%
PCM
9
Palisade Capital Management
New Jersey
$30M +$1.13M +29,168 +4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$26.3M +$533K +13,753 +2%
Charles Schwab
11
Charles Schwab
California
$19.3M -$524K -13,507 -3%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$17.2M -$498K -12,848 -3%
PCM
13
Portolan Capital Management
Massachusetts
$15.9M +$1.34M +34,593 +10%
Northern Trust
14
Northern Trust
Illinois
$15.2M +$115K +2,962 +0.8%
Morgan Stanley
15
Morgan Stanley
New York
$15.1M +$869K +22,417 +7%
Allspring Global Investments
16
Allspring Global Investments
North Carolina
$12.6M +$57.7K +1,489 +0.5%
SEI Investments
17
SEI Investments
Pennsylvania
$10.9M -$415K -10,713 -4%
Invesco
18
Invesco
Georgia
$10.6M -$848K -21,875 -8%
BCG
19
Barington Capital Group
New York
$9.85M – – –
Norges Bank
20
Norges Bank
Norway
$9.63M -$741K -19,100 -8%
ProShare Advisors
21
ProShare Advisors
Maryland
$8.62M -$1.62M -41,808 -17%
BCM
22
Bridgeway Capital Management
Texas
$8.4M +$118K +3,030 +2%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$8.32M +$130K +3,341 +2%
Principal Financial Group
24
Principal Financial Group
Iowa
$7.51M -$452K -11,651 -6%
CVA
25
Ceredex Value Advisors
Florida
$6.62M -$1.03M -26,500 -15%
1
2 3 4 5

MATW Hedge Fund Activity: Q2 2023 in Review

167 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q2 2023, worth a combined $1B — up 11% from $902M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new MATW positions and 7 closed out — a net gain of 15 holders — while 51 added to existing stakes and 62 trimmed.

The largest buyer was Select Equity Group, adding an estimated $8.63M. The largest seller was Phoenix Financial, cutting an estimated $68.1M.

  • 167 institutional investors held Matthews International (MATW) as of Q2 2023, up from 152 in Q1 2023.
  • Funds reported $1B of Matthews International stock for Q2 2023, up 11% quarter-over-quarter.
  • 22 funds opened new Matthews International positions in Q2 2023 and 7 closed out, a net change of +15 holders.
  • The largest Matthews International buyer in Q2 2023 was Select Equity Group, an estimated $8.63M added.
  • The largest Matthews International seller in Q2 2023 was Phoenix Financial, an estimated $68.1M sold.

Based on aggregated 13F filings for Q2 2023.