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626 hedge funds and large institutions have $8.4B invested in Macy's in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 201 increasing their positions, 231 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.6% less ownership

Funds ownership: 92.77%92.17% (-0.6%)

3% less funds holding

Funds holding: 644626 (-18)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

11% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 106

13% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 231

15% less capital invested

Capital invested by funds: $9.89B → $8.4B (-$1.49B)

54% less call options, than puts

Call options by funds: $312M | Put options by funds: $676M

Holders
626
Holders Change
-18
Holders Change %
-2.8%
% of All Funds
13.95%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
94
Increased
201
Reduced
231
Closed
106
Calls
$312M
Puts
$676M
Net Calls
-$364M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
226
Neuberger Berman Group
New York
$1.66M +$86.4K +2,625 +5%
US Bancorp
227
US Bancorp
Minnesota
$1.66M -$408K -12,382 -18%
Axa
228
Axa
France
$1.66M +$1.4M +42,600 +323%
TNBTD
229
Trustmark National Bank Trust Department
Mississippi
$1.65M -$14.1M -427,771 -89%
Franklin Resources
230
Franklin Resources
California
$1.65M +$329K +9,979 +22%
Jane Street
231
Jane Street
New York
$1.64M -$1.13M -34,419 -38%
Public Employees Retirement Association of Colorado
232
Public Employees Retirement Association of Colorado
Colorado
$1.64M -$4.25K -129 -0.2%
QOP
233
Quinn Opportunity Partners
Virginia
$1.64M
BCG
234
Barington Capital Group
New York
$1.62M
DILIC
235
Dai-ichi Life Insurance Company
Japan
$1.61M -$6.12K -186 -0.3%
LTFS
236
Ladenburg Thalmann Financial Services
Florida
$1.59M +$227K +6,891 +15%
LCM
237
Landscape Capital Management
New Jersey
$1.59M -$1.82M -55,222 -51%
BCA
238
Benchmark Capital Advisors
New York
$1.57M -$72.4K -2,200 -4%
WBC
239
Westpac Banking Corp
Australia
$1.56M +$25.4K +773 +1%
BC
240
Barnett & Company
Tennessee
$1.55M -$397K -12,049 -19%
RT
241
Rockland Trust
Massachusetts
$1.55M -$50.6K -1,536 -3%
GIA
242
Gateway Investment Advisers
Ohio
$1.55M +$239K +7,271 +16%
Federated Hermes
243
Federated Hermes
Pennsylvania
$1.52M -$5.12M -155,469 -75%
ERSOT
244
Employees Retirement System of Texas
Texas
$1.52M +$494K +15,000 +42%
AL
245
AJO LP
Pennsylvania
$1.51M -$6.48M -196,720 -79%
Commonwealth Equity Services
246
Commonwealth Equity Services
Massachusetts
$1.5M +$249K +7,561 +18%
GCM
247
GoodHaven Capital Management
New Jersey
$1.49M +$329K +10,000 +25%
MPAM
248
Murphy Pohlad Asset Management
Minnesota
$1.49M +$111K +3,365 +7%
SDIC
249
South Dakota Investment Council
South Dakota
$1.46M
D.E. Shaw & Co
250
D.E. Shaw & Co
New York
$1.46M +$203K +6,170 +14%

M Hedge Fund Activity: Q4 2018 in Review

626 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q4 2018, worth a combined $8.4B — down 15% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of M and 94 opened new positions — a net loss of 12 holders — while 231 trimmed existing stakes and 201 added.

The largest buyer was AQR Capital Management, adding an estimated $173M. The largest seller was American International Group, cutting an estimated $181M.

  • 626 institutional investors held Macy's (M) as of Q4 2018, down from 644 in Q3 2018.
  • Funds reported $8.4B of Macy's stock for Q4 2018, down 15% quarter-over-quarter.
  • 94 funds opened new Macy's positions in Q4 2018 and 106 closed out, a net change of -12 holders.
  • The largest Macy's buyer in Q4 2018 was AQR Capital Management, an estimated $173M added.
  • The largest Macy's seller in Q4 2018 was American International Group, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2018.