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Matthews International
MATW

179 hedge funds and large institutions have $960M invested in Matthews International in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 55 increasing their positions, 69 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

42% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 19

4% more funds holding

Funds holding: 172 → 179 (+7)

2.76% more ownership

Funds ownership: 82.79% → 85.55% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2% less capital invested

Capital invested by funds: $982M → $960M (-$21.7M)

20% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 69

67% less call options, than puts

Call options by funds: $18K | Put options by funds: $55K

Holders
179
Holders Change
+7
Holders Change %
+4.07%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
27
Increased
55
Reduced
69
Closed
19
Calls
$18K
Puts
$55K
Net Calls
-$37K
Net Calls Change
-$161K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$22.1M
2
Allspring Global Investments
Allspring Global Investments
North Carolina
+$6.01M
3
Two Sigma Advisers
Two Sigma Advisers
New York
+$3.94M
4
Ameriprise
Ameriprise
Minnesota
+$3.62M
5
Two Sigma Investments
Two Sigma Investments
New York
+$3.61M

Top Sellers

1
SPPAM
Summit Partners Public Asset Management
Massachusetts
-$17.8M
2
PCM
Portolan Capital Management
Massachusetts
-$15.8M
3
PCM
Palisade Capital Management
New Jersey
-$2.04M
4
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.28M
5
Renaissance Technologies
Renaissance Technologies
New York
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$172M +$1.55M +42,243 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$130M -$301K -8,199 -0.2%
PF
3
Phoenix Financial
Israel
$66.4M -$990K -27,000 -2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$52.3M +$498K +13,594 +1%
State Street
5
State Street
Massachusetts
$41.7M -$287K -7,836 -0.7%
GI
6
GAMCO Investors
Connecticut
$38.9M +$22K +600 +0.1%
Ameriprise
7
Ameriprise
Minnesota
$38.6M +$3.62M +98,647 +10%
ACB
8
Aristotle Capital Boston
Massachusetts
$37.6M -$959K -26,147 -2%
Morgan Stanley
9
Morgan Stanley
New York
$35.8M +$22.1M +603,802 +162%
Select Equity Group
10
Select Equity Group
New York
$33.8M -$536K -14,630 -2%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$24.7M +$1.14M +31,196 +5%
PCM
12
Palisade Capital Management
New Jersey
$23.7M -$2.04M -55,544 -8%
Allspring Global Investments
13
Allspring Global Investments
North Carolina
$17.2M +$6.01M +163,984 +54%
Charles Schwab
14
Charles Schwab
California
$15.8M -$256K -6,991 -2%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$13.4M -$848K -23,130 -6%
Northern Trust
16
Northern Trust
Illinois
$13.1M -$1.69K -46 -0%
SEI Investments
17
SEI Investments
Pennsylvania
$9.89M +$364K +9,920 +4%
BCG
18
Barington Capital Group
New York
$8.47M – – –
Invesco
19
Invesco
Georgia
$8.43M +$1.02M +27,773 +14%
ProShare Advisors
20
ProShare Advisors
Maryland
$8.11M +$1.04M +28,402 +15%
BCM
21
Bridgeway Capital Management
Texas
$7.85M +$345K +9,408 +5%
Norges Bank
22
Norges Bank
Norway
$7.2M -$934K -25,476 -11%
New York State Common Retirement Fund
23
New York State Common Retirement Fund
New York
$7.08M +$2.86K +78 +0%
Principal Financial Group
24
Principal Financial Group
Iowa
$6.05M -$127K -3,466 -2%
GF
25
Gabelli Funds
New York
$5.21M +$69.5K +1,896 +1%
1
2 3 4 5

MATW Hedge Fund Activity: Q4 2023 in Review

179 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2023, worth a combined $960M — down 2.2% from $982M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new MATW positions and 19 closed out — a net gain of 8 holders — while 55 added to existing stakes and 69 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $22.1M. The largest seller was Summit Partners Public Asset Management, exiting entirely with an estimated $17.8M sold.

  • 179 institutional investors held Matthews International (MATW) as of Q4 2023, up from 172 in Q3 2023.
  • Funds reported $960M of Matthews International stock for Q4 2023, down 2.2% quarter-over-quarter.
  • 27 funds opened new Matthews International positions in Q4 2023 and 19 closed out, a net change of +8 holders.
  • The largest Matthews International buyer in Q4 2023 was Morgan Stanley, an estimated $22.1M added.
  • The largest Matthews International seller in Q4 2023 was Summit Partners Public Asset Management, an estimated $17.8M sold.

Based on aggregated 13F filings for Q4 2023.