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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
BI
276
Bramshill Investments
Florida
$1.11M -$89.3K -3,306 -8%
MC
277
Moors & Cabot
Massachusetts
$1.09M -$75.7K -2,800 -7%
IAM
278
ICM Asset Management
Washington
$1.08M -$377K -13,960 -28%
EMG
279
Ellington Management Group
Connecticut
$1.07M +$976K +36,125 New
TSW
280
Thompson Siegel & Walmsley
Virginia
$1.07M -$22.3K -825 -2%
Northwestern Mutual Wealth Management
281
Northwestern Mutual Wealth Management
Wisconsin
$1.05M +$693K +25,643 +265%
PAM
282
PVG Asset Management
Colorado
$1.05M -$1.58M -58,426 -62%
AWM
283
AE Wealth Management
Kansas
$1.04M -$244K -9,021 -20%
EF
284
Empirical Finance
Pennsylvania
$1.04M -$2.14M -79,255 -65%
OSAM
285
O'Shaughnessy Asset Management
Connecticut
$1.04M -$448K -16,585 -32%
Boston Partners
286
Boston Partners
Massachusetts
$1.03M +$940K +34,800 New
Creative Planning
287
Creative Planning
Kansas
$1.03M -$60.4K -2,236 -6%
TCM
288
Teza Capital Management
Illinois
$1.03M +$936K +34,632 New
SS
289
Simplicity Solutions
Minnesota
$1.02M -$211K -7,820 -19%
NB
290
Norinchukin Bank
Japan
$1.02M +$143K +5,276 +18%
TRSOTSOK
291
Teachers Retirement System of the State of Kentucky
Kentucky
$1.01M
CHA
292
Cedar Hill Associates
Illinois
$1.01M -$183K -6,780 -17%
CIBC Asset Management
293
CIBC Asset Management
Ontario, Canada
$991K -$44.6K -1,652 -5%
DnB Asset Management
294
DnB Asset Management
Norway
$980K +$75.7K +2,800 +9%
MCIM
295
Meadow Creek Investment Management
Georgia
$978K -$4.79M -177,464 -84%
OC
296
Oppenheimer & Co
New York
$945K -$1.07M -39,531 -55%
FCBT
297
First Citizens Bank & Trust
North Carolina
$930K +$59.8K +2,215 +8%
HAG
298
HighPoint Advisor Group
Illinois
$919K +$30.6K +1,134 +5%
QSS
299
Quantitative Systematic Strategies
Florida
$916K +$832K +30,788 New
SAM
300
Securian Asset Management
Minnesota
$903K -$8.11K -300 -1%

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.