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Matthews International

169 hedge funds and large institutions have $694M invested in Matthews International in 2024 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

22% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 49

21% more capital invested

Capital invested by funds: $575M → $694M (+$118M)

6% more funds holding

Funds holding: 159169 (+10)

0.92% more ownership

Funds ownership: 81.03%81.95% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

97% less call options, than puts

Call options by funds: $238K | Put options by funds: $6.96M

Holders
169
Holders Change
+10
Holders Change %
+6.29%
% of All Funds
2.23%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
31
Increased
60
Reduced
49
Closed
20
Calls
$238K
Puts
$6.96M
Net Calls
-$6.72M
Net Calls Change
-$2.61M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$131M +$2.34M +91,314 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$95.8M +$472K +18,425 +0.5%
Ameriprise
3
Ameriprise
Minnesota
$51.3M +$4.33M +168,970 +10%
PF
4
Phoenix Financial
Israel
$42.2M +$722K +28,189 +2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$39.1M -$324K -12,660 -0.9%
State Street
6
State Street
Massachusetts
$34.9M +$1.33M +51,727 +4%
GI
7
GAMCO Investors
Connecticut
$33.3M -$114K -4,448 -0.4%
ACB
8
Aristotle Capital Boston
Massachusetts
$23M -$2.23M -87,168 -10%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$21.1M +$1.88M +73,240 +10%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$20M -$176K -6,863 -0.9%
PCM
11
Palisade Capital Management
New Jersey
$16.2M -$47.7K -1,861 -0.3%
BCG
12
Barington Capital Group
New York
$15.6M +$2.79M +108,962 +24%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$10.4M +$873K +34,064 +10%
Northern Trust
14
Northern Trust
Illinois
$9.43M +$701K +27,348 +9%
Charles Schwab
15
Charles Schwab
California
$9.18M -$876K -34,175 -9%
Morgan Stanley
16
Morgan Stanley
New York
$9.16M -$312K -12,184 -4%
Invesco
17
Invesco
Georgia
$7.72M +$873K +34,062 +14%
ProShare Advisors
18
ProShare Advisors
Maryland
$7.46M -$897K -35,012 -11%
Goldman Sachs
19
Goldman Sachs
New York
$6.26M -$2.2M -85,732 -28%
New York State Common Retirement Fund
20
New York State Common Retirement Fund
New York
$5.4M +$151K +5,892 +3%
QOP
21
Quinn Opportunity Partners
Virginia
$5.33M +$2.48M +96,646 +101%
SEI Investments
22
SEI Investments
Pennsylvania
$4.94M -$113K -4,424 -2%
GF
23
Gabelli Funds
New York
$4.12M +$79.8K +3,113 +2%
Principal Financial Group
24
Principal Financial Group
Iowa
$4.11M +$106K +4,137 +3%
PAMP
25
Polar Asset Management Partners
Ontario, Canada
$3.91M +$533K +20,800 +17%

MATW Hedge Fund Activity: Q4 2024 in Review

169 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Matthews International (MATW) for Q4 2024, worth a combined $694M — up 21% from $575M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new MATW positions and 20 closed out — a net gain of 11 holders — while 60 added to existing stakes and 49 trimmed.

The largest buyer was Ameriprise, adding an estimated $4.33M. The largest seller was Millennium Management, cutting an estimated $3.55M.

  • 169 institutional investors held Matthews International (MATW) as of Q4 2024, up from 159 in Q3 2024.
  • Funds reported $694M of Matthews International stock for Q4 2024, up 21% quarter-over-quarter.
  • 31 funds opened new Matthews International positions in Q4 2024 and 20 closed out, a net change of +11 holders.
  • The largest Matthews International buyer in Q4 2024 was Ameriprise, an estimated $4.33M added.
  • The largest Matthews International seller in Q4 2024 was Millennium Management, an estimated $3.55M sold.

Based on aggregated 13F filings for Q4 2024.