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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
+$8.63M |
| 2 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$3.41M |
| 3 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$2.16M |
| 4 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$2.08M |
| 5 |
CCM
Campbell Capital Management
Miami,
Florida
|
+$1.97M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$68.1M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.55M |
| 3 |
BlackRock
New York
|
-$2.37M |
| 4 |
ProShare Advisors
Bethesda,
Maryland
|
-$1.62M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$1.48M |
MATW Hedge Fund Activity: Q2 2023 in Review
167 of the 6,383 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.