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412 hedge funds and large institutions have $4.9B invested in Macy's in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 119 increasing their positions, 135 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

89% more capital invested

Capital invested by funds: $2.59B → $4.9B (+$2.31B)

46% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 72

8% more funds holding

Funds holding: 383412 (+29)

7.41% more ownership

Funds ownership: 81.4%88.81% (+7.4%)

12% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 135

27% less call options, than puts

Call options by funds: $422M | Put options by funds: $575M

Holders
412
Holders Change
+29
Holders Change %
+7.57%
% of All Funds
6.01%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
105
Increased
119
Reduced
135
Closed
72
Calls
$422M
Puts
$575M
Net Calls
-$153M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
MSRPS
226
Maryland State Retirement & Pension System
Maryland
$441K
RJA
227
Raymond James & Associates
Florida
$431K +$92.3K +6,378 +42%
S
228
SignatureFD
Georgia
$430K -$235K -16,249 -43%
VVP
229
Venture Visionary Partners
Ohio
$426K -$281K -19,448 -48%
DCM
230
DGS Capital Management
New Jersey
$419K +$301K +20,809 New
BC
231
Bridgefront Capital
Texas
$415K +$299K +20,648 New
PA
232
Pinnacle Associates
New York
$410K -$57.8K -3,997 -16%
US Bancorp
233
US Bancorp
Minnesota
$410K +$64.1K +4,430 +28%
WG
234
Winton Group
United Kingdom
$409K +$294K +20,338 New
HighTower Advisors
235
HighTower Advisors
Illinois
$404K +$4.63K +320 +2%
USAA
236
United Services Automobile Association
Texas
$402K +$25.5K +1,761 +10%
IIM
237
INTECH Investment Management
Florida
$402K +$289K +19,987 New
Neuberger Berman Group
238
Neuberger Berman Group
New York
$386K +$59.9K +4,136 +27%
QCM
239
Quantinno Capital Management
New York
$373K +$268K +18,523 New
Cambridge Investment Research Advisors
240
Cambridge Investment Research Advisors
Iowa
$372K +$116K +8,018 +76%
Lazard Asset Management
241
Lazard Asset Management
New York
$364K -$3.81K -263 -1%
IRC
242
Investors Research Corp
Georgia
$362K -$19.5K -1,350 -7%
PAG
243
Private Advisor Group
New Jersey
$359K +$8.73K +603 +3%
MMA
244
Mizuho Markets Americas
New York
$355K +$256K +17,656 New
Osaic Holdings
245
Osaic Holdings
Arizona
$354K -$258K -17,844 -50%
HI
246
Handelsinvest Investeringsforvaltning
Denmark
$348K +$250K +17,288 New
GIA
247
Gateway Investment Advisers
Ohio
$333K -$14K -965 -6%
LFA
248
Legacy Financial Advisors
Kentucky
$333K
CAM
249
Cresset Asset Management
Illinois
$330K +$235K +16,259 New
BCI
250
Brinker Capital Investments
Pennsylvania
$328K +$248K +17,147 New

M Hedge Fund Activity: Q4 2023 in Review

412 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q4 2023, worth a combined $4.9B — up 89% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new M positions and 72 closed out — a net gain of 33 holders — while 119 added to existing stakes and 135 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $278M. The largest seller was Balyasny Asset Management, cutting an estimated $64.1M.

  • 412 institutional investors held Macy's (M) as of Q4 2023, up from 383 in Q3 2023.
  • Funds reported $4.9B of Macy's stock for Q4 2023, up 89% quarter-over-quarter.
  • 105 funds opened new Macy's positions in Q4 2023 and 72 closed out, a net change of +33 holders.
  • The largest Macy's buyer in Q4 2023 was Nomura Holdings, an estimated $278M added.
  • The largest Macy's seller in Q4 2023 was Balyasny Asset Management, an estimated $64.1M sold.

Based on aggregated 13F filings for Q4 2023.