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Matthews International
MATW

159 hedge funds and large institutions have $575M invested in Matthews International in 2024 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.49% less ownership

Funds ownership: 81.52% → 81.03% (-0.49%)

5% less funds holding

Funds holding: 167 → 159 (-8)

8% less capital invested

Capital invested by funds: $627M → $575M (-$51.9M)

15% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 60

30% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 27

99% less call options, than puts

Call options by funds: $39K | Put options by funds: $4.14M

Holders
159
Holders Change
-8
Holders Change %
-4.79%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
51
Reduced
60
Closed
27
Calls
$39K
Puts
$4.14M
Net Calls
-$4.11M
Net Calls Change
-$3.8M

Top Buyers

1
PAMP
Polar Asset Management Partners
Ontario, Canada
+$3.03M
2
Ameriprise
Ameriprise
Minnesota
+$2.32M
3
ProShare Advisors
ProShare Advisors
Maryland
+$2.01M
4
QOP
Quinn Opportunity Partners
Virginia
+$1.97M
5
State Street
State Street
Massachusetts
+$1.94M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$3.87M
2
Select Equity Group
Select Equity Group
New York
-$3.63M
3
Norges Bank
Norges Bank
Norway
-$3.58M
4
SCP
Seizert Capital Partners
Michigan
-$2.57M
5
BCM
Bridgeway Capital Management
Texas
-$1.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$108M +$1.41M +56,131 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$79.9M -$3.87M -153,625 -4%
Ameriprise
3
Ameriprise
Minnesota
$39.1M +$2.32M +92,161 +6%
PF
4
Phoenix Financial
Israel
$34.7M – – –
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$33M -$1.34M -53,353 -4%
GI
6
GAMCO Investors
Connecticut
$28.1M +$783K +31,050 +3%
State Street
7
State Street
Massachusetts
$28M +$1.94M +76,911 +7%
ACB
8
Aristotle Capital Boston
Massachusetts
$21.3M -$490K -19,435 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$16.9M +$165K +6,536 +0.9%
Allspring Global Investments
10
Allspring Global Investments
North Carolina
$16.4M +$1.4M +55,687 +9%
PCM
11
Palisade Capital Management
New Jersey
$13.6M -$1.05M -41,577 -7%
BCG
12
Barington Capital Group
New York
$10.6M +$1.76M +70,000 +18%
Charles Schwab
13
Charles Schwab
California
$8.49M -$1.27M -50,284 -12%
Morgan Stanley
14
Morgan Stanley
New York
$7.96M -$643K -25,505 -7%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$7.93M -$463K -18,374 -5%
Northern Trust
16
Northern Trust
Illinois
$7.27M +$75.9K +3,012 +1%
Goldman Sachs
17
Goldman Sachs
New York
$7.23M +$1.22M +48,419 +18%
ProShare Advisors
18
ProShare Advisors
Maryland
$7.07M +$2.01M +79,610 +35%
Invesco
19
Invesco
Georgia
$5.68M +$412K +16,336 +7%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$4.39M -$101K -4,000 -2%
SEI Investments
21
SEI Investments
Pennsylvania
$4.24M -$829K -32,883 -15%
Millennium Management
22
Millennium Management
New York
$3.56M -$526K -20,864 -12%
GF
23
Gabelli Funds
New York
$3.38M +$72.4K +2,872 +2%
Principal Financial Group
24
Principal Financial Group
Iowa
$3.35M -$182K -7,203 -5%
First Trust Advisors
25
First Trust Advisors
Illinois
$2.92M +$1.09M +43,429 +53%
1
2 3 4 5

MATW Hedge Fund Activity: Q3 2024 in Review

159 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q3 2024, worth a combined $575M — down 8.3% from $627M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of MATW and 19 opened new positions — a net loss of 8 holders — while 60 trimmed existing stakes and 51 added.

The largest buyer was Polar Asset Management Partners, opening a new position worth an estimated $3.03M. The largest seller was Vanguard Group, cutting an estimated $3.87M.

  • 159 institutional investors held Matthews International (MATW) as of Q3 2024, down from 167 in Q2 2024.
  • Funds reported $575M of Matthews International stock for Q3 2024, down 8.3% quarter-over-quarter.
  • 19 funds opened new Matthews International positions in Q3 2024 and 27 closed out, a net change of -8 holders.
  • The largest Matthews International buyer in Q3 2024 was Polar Asset Management Partners, an estimated $3.03M added.
  • The largest Matthews International seller in Q3 2024 was Vanguard Group, an estimated $3.87M sold.

Based on aggregated 13F filings for Q3 2024.