MAT MATTEL INC /DE/

NEUTRAL Impact: 4/10 Institutional Cluster
Horizon weeks Processed 2mo ago
Institutional cluster: 3 buyers, 0 sellers (bullish)
Latest settled — T+20d
MAT ▼ -13.67% at T+20d
NEUTRAL call ✗ call lost -13.67% · α vs SPY -5.73% · entry $16.39 → $14.15
Next anchor: T+60d in 6d
Latest observation: T+56 +17.54% FF3 residual α
Entry anchored
Feb 27, 03:59 PM ET
via Databento tick
T+1d
-1.58%
call -1.58% · α -0.67%
$16.13
settled 3mo ago
T+5d
-2.44%
call -2.44% · α -1.23%
$15.99
settled 3mo ago
T+20d
-13.67%
call -13.67% · α -5.73%
$14.15
settled 8w ago
T+60d
call — · α —
in 6d

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

Direction
accumulating
Buy Value
$16.7M
Net Flow
$16.7M

Institutional Positions

Net institutional flow: $16.7M

▲ Buyers (3)

InstitutionActionChangePosition ValueValue 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

float ownershipinstitutional ownership

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

Exchange
Nasdaq

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-MAT-2024-Q4
3 reports for MAT
Performance horizon
Filters
Rows
Reports for MAT — sortable, filterable
Type Now
Apr 14, 2026
5w ago
DEFA14A
NEUTRAL ★ 3/10
$14.85 $15.18▲ +2.25%▼ −3.79%
Apr 7, 2026
6w ago
8-K
NEUTRAL ★ 3/10
$14.45 $14.72▲ +1.90%▼ −6.65%
Feb 28, 2026
11w ago
Institutional Cluster
NEUTRAL ★ 4/10
$16.39 $14.15▼ −13.67%▼ −5.73%
Showing 3 of 3

US Market Status

Market Closed — Opens Thu (< 1m)

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