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608 hedge funds and large institutions have $8.15B invested in Macy's in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 186 increasing their positions, 234 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

22% more capital invested

Capital invested by funds: $6.69B → $8.15B (+$1.46B)

14% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 77

2.69% more ownership

Funds ownership: 87.3%89.99% (+2.7%)

1% more funds holding

Funds holding: 602608 (+6)

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 234

57% less call options, than puts

Call options by funds: $271M | Put options by funds: $625M

Holders
608
Holders Change
+6
Holders Change %
+1%
% of All Funds
13.94%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
88
Increased
186
Reduced
234
Closed
77
Calls
$271M
Puts
$625M
Net Calls
-$354M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
US Bancorp
226
US Bancorp
Minnesota
$1.83M +$44.1K +1,632 +3%
BPM
227
Bowling Portfolio Management
Ohio
$1.8M +$865K +32,010 +112%
BCA
228
Benchmark Capital Advisors
New York
$1.78M -$32.4K -1,200 -2%
HIH
229
HRS Investment Holdings
New York
$1.78M
ProShare Advisors
230
ProShare Advisors
Maryland
$1.77M +$67.1K +2,482 +4%
Treasurer of the State of North Carolina
231
Treasurer of the State of North Carolina
North Carolina
$1.76M +$1.6M +59,226 New
Franklin Resources
232
Franklin Resources
California
$1.74M -$5.95M -220,282 -79%
CWM
233
CIBC World Markets
New York
$1.73M -$288K -10,651 -15%
BCM
234
Bayesian Capital Management
New York
$1.73M +$1.1M +40,653 +234%
MNG
235
Manning & Napier Group
New York
$1.7M +$508K +18,812 +49%
XK
236
Xact Kapitalforvaltning
Sweden
$1.69M +$89.8K +3,322 +6%
URS
237
Utah Retirement Systems
Utah
$1.69M +$2.7K +100 +0.2%
FI
238
Fosun International
China
$1.65M
NMIMC
239
Northwestern Mutual Investment Management Company
Wisconsin
$1.65M -$360K -13,322 -19%
Public Employees Retirement Association of Colorado
240
Public Employees Retirement Association of Colorado
Colorado
$1.65M -$85.8K -3,177 -5%
Canada Pension Plan Investment Board
241
Canada Pension Plan Investment Board
Ontario, Canada
$1.63M -$3.15M -116,465 -68%
Balyasny Asset Management
242
Balyasny Asset Management
Illinois
$1.63M +$999K +36,969 +207%
DILIC
243
Dai-ichi Life Insurance Company
Japan
$1.62M
LPL Financial
244
LPL Financial
California
$1.58M -$218K -8,066 -13%
Mitsubishi UFJ Asset Management
245
Mitsubishi UFJ Asset Management
Japan
$1.58M -$94.3K -3,489 -6%
WI
246
WBI Investments
New Jersey
$1.57M +$237K +8,775 +20%
BSPF
247
British Steel Pension Fund
United Kingdom
$1.56M
TAA
248
TB Alternative Assets
Cayman Islands
$1.49M
PAM
249
Panagora Asset Management
Massachusetts
$1.47M -$11.6M -431,024 -90%
PL
250
Polianta Ltd
Jersey
$1.45M +$1.32M +48,800 New

M Hedge Fund Activity: Q1 2018 in Review

608 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q1 2018, worth a combined $8.15B — up 22% from $6.69B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new M positions and 77 closed out — a net gain of 11 holders — while 186 added to existing stakes and 234 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $107M. The largest seller was Wellington Management Group, cutting an estimated $77.4M.

  • 608 institutional investors held Macy's (M) as of Q1 2018, up from 602 in Q4 2017.
  • Funds reported $8.15B of Macy's stock for Q1 2018, up 22% quarter-over-quarter.
  • 88 funds opened new Macy's positions in Q1 2018 and 77 closed out, a net change of +11 holders.
  • The largest Macy's buyer in Q1 2018 was Renaissance Technologies, an estimated $107M added.
  • The largest Macy's seller in Q1 2018 was Wellington Management Group, an estimated $77.4M sold.

Based on aggregated 13F filings for Q1 2018.