MAT MATTEL INC /DE/
Executive Summary
Three major passive institutional investors — Morgan Stanley, Wells Fargo, and UBS — increased their holdings in Mattel (MAT) during Q4 2024, collectively adding $16.7 million in new positions. The cluster shows no institutional selling, indicating strong passive accumulation despite no active manager participation. This reflects broad-based confidence in the stock, likely tied to valuation or index-related flows.
Key Financial Metrics
Institutional Positions
Net institutional flow: $16.7M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Morgan Stanley | ADD | +31% | $38.5M | $6.9M |
| Wells Fargo | ADD | +69.1% | $3.4M | $1.2M |
| UBS | ADD | +52.7% | $28.9M | $8.6M |
Actionable Insight
The buying is concentrated among passive managers, suggesting the moves may reflect index rebalancing or ETF inflows rather than active conviction. Traders should monitor for follow-through from active funds or insiders to confirm bullish momentum.
Key Facts
- Morgan Stanley increased holdings by 31.0% (+513.7K shares), with value rising from $31.6M to $38.5M
- Wells Fargo added 69.1% (78.8K shares), increasing exposure from $2.2M to $3.4M
- UBS boosted position by 52.7% (+562.6K shares), with value growing from $20.3M to $28.9M
- Total institutional buying: $16.7M net increase across 3 mega-passive funds; no sellers reported
Financial Impact
3 mega-passive institutions accumulated $16.7M in new positions during Q4 2024
Risk Factors
- Cluster dominated by passive investors — lower signal strength compared to active manager conviction
- No insider buying or fundamental catalysts disclosed; move may be mechanical rather than strategic
Market Snapshot
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-MAT-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Apr 14, 2026
5w ago
|
DEFA14A
| $14.85 $15.18 | ▲ +2.25% | ▼ −3.79% | — |
|
Apr 7, 2026
6w ago
|
8-K
| $14.45 $14.72 | ▲ +1.90% | ▼ −6.65% | — |
|
Feb 28, 2026
11w ago
|
Institutional Cluster
| $16.39 $14.15 | ▼ −13.67% | ▼ −5.73% | — |
US Market Status
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