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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
OPS
251
Orion Portfolio Solutions
Nebraska
$328K +$248K +17,147 New
SAM
252
Shell Asset Management
Netherlands
$320K -$69.4K -4,795 -23%
Envestnet Asset Management
253
Envestnet Asset Management
Illinois
$309K +$222K +15,375 New
Wealth Enhancement Advisory Services
254
Wealth Enhancement Advisory Services
Minnesota
$305K +$219K +15,158 New
CIBC World Market
255
CIBC World Market
Ontario, Canada
$302K -$1.31M -90,732 -86%
URS
256
Utah Retirement Systems
Utah
$302K +$4.34K +300 +2%
HM
257
Harvest Management
New York
$302K +$217K +15,000 New
Mercer Global Advisors
258
Mercer Global Advisors
Colorado
$297K +$214K +14,774 New
William Blair & Company
259
William Blair & Company
Illinois
$296K +$3.5K +242 +2%
IPW
260
Impact Partnership Wealth
Georgia
$294K +$209K +14,411 +7,625%
CCM
261
Coldstream Capital Management
Washington
$293K +$28.6K +1,975 +16%
FZCM
262
Flynn Zito Capital Management
New York
$290K +$40.1K +2,768 +24%
ProShare Advisors
263
ProShare Advisors
Maryland
$290K -$4.7K -325 -2%
GT
264
Greenleaf Trust
Michigan
$288K +$207K +14,293 New
CC
265
Centiva Capital
New York
$280K +$168K +11,584 +498%
VIP
266
Vista Investment Partners
Oklahoma
$279K +$200K +13,847 New
Amundi
267
Amundi
France
$278K -$1.28M -88,604 -86%
Vontobel Holding
268
Vontobel Holding
Switzerland
$269K -$770K -53,190 -80%
Man Group
269
Man Group
United Kingdom
$268K +$193K +13,303 New
TRCT
270
Tower Research Capital (TRC)
New York
$261K +$74.8K +5,170 +66%
BRWA
271
B. Riley Wealth Advisors
Florida
$260K -$59.6K -4,122 -24%
VT
272
Vise Technologies
New York
$259K +$187K +12,890 New
HCMT
273
Highland Capital Management (Tennessee)
Tennessee
$255K -$80.1K -5,535 -30%
DT
274
Diversified Trust
Tennessee
$246K +$177K +12,240 New
WPC
275
Wedmont Private Capital
Pennsylvania
$241K +$182K +12,589 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.