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361 hedge funds and large institutions have $5.06B invested in Macy's in 2021 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 120 increasing their positions, 103 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more call options, than puts

Call options by funds: $676M | Put options by funds: $369M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

25% more capital invested

Capital invested by funds: $4.06B → $5.06B (+$1B)

17% more repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 103

16% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 49

4.8% more ownership

Funds ownership: 80.9%85.7% (+4.8%)

2% more funds holding

Funds holding: 354361 (+7)

Holders
361
Holders Change
+7
Holders Change %
+1.98%
% of All Funds
6.28%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
57
Increased
120
Reduced
103
Closed
49
Calls
$676M
Puts
$369M
Net Calls
+$307M
Net Calls Change
+$289M
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
301
AssetMark Inc
California
$22K
Lazard Asset Management
302
Lazard Asset Management
New York
$22K
NFG
303
Next Financial Group
Texas
$22K +$15.6K +879 +300%
ADL
304
Asset Dedication LLC
California
$20K
RG
305
Retirement Group
California
$20K
OSAM
306
O'Shaughnessy Asset Management
Connecticut
$20K +$763 +43 +4%
Carson Wealth (CWM LLC)
307
Carson Wealth (CWM LLC)
Nebraska
$19K
CB
308
CNB Bank
Pennsylvania
$19K
QCG
309
Quadrant Capital Group
Ohio
$19K +$1.17K +66 +7%
PFBT
310
Parkside Financial Bank & Trust
Missouri
$19K +$1.31K +74 +8%
S
311
SignatureFD
Georgia
$18K +$568 +32 +4%
Fifth Third Bancorp
312
Fifth Third Bancorp
Ohio
$16K -$1.63K -92 -10%
HNB
313
Huntington National Bank
Ohio
$16K +$14.7K +826 +82,600%
CFA
314
Carroll Financial Associates
North Carolina
$15K
NFSG
315
Newbridge Financial Services Group
Florida
$11K
LPWM
316
Lake Point Wealth Management
Texas
$11K +$10.7K +603 New
TFM
317
TFC Financial Management
Massachusetts
$10K
GAM
318
Gemmer Asset Management
California
$10K +$2.7K +152 +42%
LJHT
319
Laurie J. Hall Trustee
$9K
SCA
320
Stonebridge Capital Advisors
Minnesota
$9K +$8.88K +500 New
HI
321
Hudock Inc
Pennsylvania
$8K
AIA
322
Arcadia Investment Advisors
Idaho
$7.58K
PH
323
Pinnacle Holdings
Oklahoma
$7.58K
WAM
324
Wolverine Asset Management
Illinois
$7K -$8.89K -501 -56%
LC
325
Lindbrook Capital
California
$7K

M Hedge Fund Activity: Q2 2021 in Review

361 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q2 2021, worth a combined $5.06B — up 25% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new M positions and 49 closed out — a net gain of 8 holders — while 120 added to existing stakes and 103 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $102M. The largest seller was Millennium Management, cutting an estimated $78.8M.

  • 361 institutional investors held Macy's (M) as of Q2 2021, up from 354 in Q1 2021.
  • Funds reported $5.06B of Macy's stock for Q2 2021, up 25% quarter-over-quarter.
  • 57 funds opened new Macy's positions in Q2 2021 and 49 closed out, a net change of +8 holders.
  • The largest Macy's buyer in Q2 2021 was Two Sigma Investments, an estimated $102M added.
  • The largest Macy's seller in Q2 2021 was Millennium Management, an estimated $78.8M sold.

Based on aggregated 13F filings for Q2 2021.