Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Matthews Intl Corp (MATW)

176 + Investors. Track Smart Money conviction in MATW. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +12
Streak
1Q ▲
Buyers last Q
55%

Smart Money Signals — MATW

Based on 178 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added MATW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
178 hedge funds hold MATW right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +12% more funds vs a year ago

fund count last 6Q
+19 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

86 buying70 selling
Last quarter: 86 funds bought or added vs 70 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+11 vs last Q)

new funds entering per quarter
Funds opening a new MATW position: 22 → 34 → 19 → 30. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 16% medium ■ 22% new
110 out of 178 hedge funds have held MATW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
➡️

Steady discovery — ~30 new funds/quarter

23 → 22 → 34 → 19 → 30 new funds/Q
New funds entering each quarter: 22 → 34 → 19 → 30. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 64% veterans vs 25% newcomers

■ 64% veterans ■ 11% 1-2yr ■ 25% new
Entry-cohort mix of 180 holders: 115 (64%) are 2+ year veterans, 20 entered 1–2 years ago, and 45 (25%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 45% AUM from top-100 funds

45% from top-100 AUM funds
35 of 176 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in MATW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — MATW

In 2026 Q2, 86 hedge funds were net buyers of MATW (30 opened a new position, 56 added to an existing one), while 70 reduced or exited (52 trimmed, 18 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 45% of total institutional value in MATW is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 178.

Hedge Fund Ownership: MATW

How many hedge funds hold MATW — quarterly history vs. share price
Quarterly hedge fund ownership of MATW vs. share price

Market Analysis: MATW

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: MATW

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

13 top-rated funds 0 high-conviction
Consensus
5.0
/ 10
breadth
×
Elite
1.0
/ 10
conviction
Hedge Fund Positioning: MATW
176 + Investors

Track Smart Money conviction in MATW. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 176 166 6.02%
13F Shares 30M 30M 1.23%
Total Value $805M $762M 5.59%
New Positions 30 19 +11
Increased Positions 54 63 -9
Closed Positions 18 26 -8
Reduced Positions 53 49 +4
Total Calls 2 2 -
Total Puts 2 3 -33.33%
PUT/CALL Ratio 1.0 1.5 Neutral

Statistics: MATW

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Institutional Holders (2026 Q2)

176 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in MATW. Verified SEC 13F-HR filings.

QUARTER:
Top 25 MATW holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Steel Partners Holdings L.P. 26.54% 768,930 $20.7M
2 Barington Companies Management, LLC 16.00% 845,000 $22.7M
3 Private Capital Management, LLC 2.85% 1,201,922 $32.4M
4 Mill Road Capital Management LLC 2.72% 204,615 $5.5M
5 Kestrel Investment Management Corp 1.69% 115,500 $3.1M
6 Aristotle Capital Boston, LLC 0.80% 442,732 $11.9M
7 Oaktree Capital Management LP 0.72% 1,925,992 $51.8M
8 Quinn Opportunity Partners LLC 0.50% 396,863 $10.7M
9 VARCOV Co. 0.42% 41,271 $1.1M
10 Gamco Investors, INC. Et Al 0.37% 1,511,330 $40.7M
11 Phoenix Financial Ltd. 0.27% 1,465,173 $39.4M
12 Palisade Capital Management, LP 0.26% 224,597 $6.0M
13 Needham Investment Management LLC 0.24% 300,000 $8.1M
14 Ellsworth Advisors, LLC 0.15% 33,935 $907K
15 EntryPoint Capital, LLC 0.15% 8,681 $217K
16 Skylands Capital, LLC 0.14% 42,000 $1.1M
17 Teton Advisors, LLC 0.12% 8,000 $215K
18 Tripletail Wealth Management, LLC 0.11% 3,465 $92K
19 NorthCoast Asset Management LLC 0.10% 170,000 $4.6M
20 Equitable Trust Co 0.07% 58,905 $1.6M
21 Allspring Global Investments Holdings, LLC 0.04% 1,097,603 $29.3M
22 Potomac Capital Management, Inc. 0.04% 2,250 $61K
23 Inspire Investing, LLC 0.03% 30,124 $811K
24 Gabelli Funds LLC 0.03% 165,634 $4.5M
25 Peak6 LLC 0.02% 444,650 $12.0M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Matthews Intl Corp (MATW)

What does the Smart Money Trend signal show for MATW?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added MATW than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for MATW?

Slight buying edge — 55% buying: Last quarter: 86 funds bought or added vs 70 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for MATW holders?

Elite ownership — 45% AUM from top-100 funds: 35 of 176 holders are among the 100 largest funds by AUM, controlling 45% of total institutional value in MATW. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held MATW?

62% of holders stayed for 2+ years: 110 out of 178 hedge funds have held MATW for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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