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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
GIA
276
Gargoyle Investment Advisor
New Jersey
$1.09M +$1.21M +36,660 New
KAS
277
Kemnay Advisory Services
New York
$1.08M -$42.9K -1,304 -3%
FI
278
FormulaFolio Investments
Michigan
$1.08M -$5.66K -172 -0.6%
VanEck Associates
279
VanEck Associates
New York
$1.06M -$107K -3,238 -8%
Cambridge Investment Research Advisors
280
Cambridge Investment Research Advisors
Iowa
$1.06M +$226K +6,860 +24%
TSW
281
Thompson Siegel & Walmsley
Virginia
$1.05M -$16.4K -497 -1%
MC
282
Moors & Cabot
Massachusetts
$1.04M +$14K +425 +1%
GCP
283
GSA Capital Partners
United Kingdom
$1.03M +$1.14M +34,700 New
Qube Research & Technologies (QRT)
284
Qube Research & Technologies (QRT)
United Kingdom
$1M +$1.11M +33,732 New
CIBC Asset Management
285
CIBC Asset Management
Ontario, Canada
$1M -$20.2K -615 -2%
Creative Planning
286
Creative Planning
Kansas
$985K -$1.28K -39 -0.1%
CA
287
Cumberland Advisors
Florida
$974K +$1.08M +32,710 New
SS
288
Sunbelt Securities
Texas
$970K
PI
289
Parkside Investments
Illinois
$955K +$87.2K +2,650 +9%
ED
290
Exane Derivatives
France
$950K +$1.05M +31,893 New
PVH
291
Psagot Value Holdings
Israel
$941K +$667K +20,260 +179%
SAM
292
Securian Asset Management
Minnesota
$934K +$13.3K +403 +1%
Mirae Asset Global Investments
293
Mirae Asset Global Investments
South Korea
$927K -$198K -6,024 -16%
LPL Financial
294
LPL Financial
California
$919K -$43.7K -1,328 -4%
CIBC Private Wealth Group
295
CIBC Private Wealth Group
Georgia
$918K -$2.01M -61,035 -66%
LAM
296
Lingohr Asset Management
Germany
$914K -$26.3K -800 -3%
AIM
297
Axiom Investment Management
New York
$914K +$1.01M +30,700 New
OC
298
Oppenheimer & Co
New York
$906K +$213K +6,456 +27%
PAM
299
Premier Asset Management
Illinois
$904K +$613K +18,615 +159%
CS
300
Candriam SCA
Luxembourg
$885K -$287K -8,732 -23%

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.