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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
HWM
276
HB Wealth Management
Georgia
$239K +$172K +11,872 New
SCM
277
Shelton Capital Management
Colorado
$232K -$25.8K -1,786 -13%
BAM
278
Brave Asset Management
New Jersey
$227K -$137K -9,500 -46%
JPWM
279
Jamison Private Wealth Management
Georgia
$225K
SC
280
Savant Capital
Illinois
$221K +$1.03K +71 +0.6%
RC
281
RBF Capital
California
$221K -$868K -60,000 -85%
OA
282
Oracle Alpha
Ontario, Canada
$218K +$157K +10,839 New
GI
283
GAMCO Investors
Connecticut
$217K +$156K +10,800 New
RWP
284
RWA Wealth Partners
Massachusetts
$213K +$153K +10,578 New
IFU
285
iSAM Funds (UK)
United Kingdom
$210K +$151K +10,444 New
AWS
286
Atria Wealth Solutions
New York
$210K +$150K +10,349 New
CHAM
287
Clear Harbor Asset Management
Connecticut
$207K +$149K +10,300 New
JF
288
Jump Financial
Illinois
$201K -$416K -28,737 -74%
Allspring Global Investments
289
Allspring Global Investments
North Carolina
$179K -$881K -60,885 -87%
Capstone Investment Advisors
290
Capstone Investment Advisors
New York
$177K +$46.3K +3,198 +57%
LSA
291
Leonteq Securities AG
Switzerland
$169K -$1.39M -96,371 -92%
IA
292
IFP Advisors
Florida
$163K +$101K +6,980 +613%
Carson Wealth (CWM LLC)
293
Carson Wealth (CWM LLC)
Nebraska
$153K +$13.4K +924 +14%
DekaBank Deutsche Girozentrale
294
DekaBank Deutsche Girozentrale
Germany
$153K +$63.5K +4,391 +137%
Nomura Asset Management
295
Nomura Asset Management
Japan
$139K +$11.6K +800 +13%
EWA
296
EverSource Wealth Advisors
Alabama
$129K -$12K -830 -11%
QC
297
Quent Capital
New York
$119K -$6.41K -443 -7%
ASN
298
Advisory Services Network
Georgia
$117K -$784K -54,169 -90%
KBC Group
299
KBC Group
Belgium
$109K +$20.9K +1,443 +36%
WB
300
Webster Bank
Connecticut
$101K

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.