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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
Nisa Investment Advisors
301
Nisa Investment Advisors
Missouri
$97K -$277K -19,176 -80%
QCG
302
Quadrant Capital Group
Ohio
$93.5K +$29.2K +2,016 +77%
GI
303
GAMMA Investing
California
$73.4K +$58K +4,011 New
Fifth Third Bancorp
304
Fifth Third Bancorp
Ohio
$72.4K +$1.35K +93 +3%
HFM
305
Harvest Fund Management
China
$72K +$49K +3,383 +1,911%
CI Investments Inc
306
CI Investments Inc
Ontario, Canada
$69K +$13.6K +939 +38%
SPIA
307
Steward Partners Investment Advisory
New York
$66.7K -$3.62K -250 -7%
FIA
308
FNY Investment Advisers
New York
$64K -$110K -7,600 -70%
SSG
309
Summit Securities Group
New York
$64K +$46.3K +3,200 New
PA
310
Parallel Advisors
California
$60.7K +$19.6K +1,355 +81%
PS
311
Principal Securities
Iowa
$58.6K +$42.2K +2,913 New
HCP
312
Hexagon Capital Partners
Arkansas
$55.3K +$36.6K +2,532 +1,167%
HIA
313
Harbor Investment Advisory
Maryland
$50.3K
FFO
314
Fortitude Family Office
Arizona
$49.9K +$35.9K +2,480 New
C
315
Covestor
United Kingdom
$47K -$35.4K -2,449 -51%
AFWM
316
Abich Financial Wealth Management
Virginia
$40.5K +$29.1K +2,014 New
CMA
317
Cedar Mountain Advisors
Oregon
$39.7K +$405 +28 +1%
DMBA
318
Deseret Mutual Benefit Administrators
Utah
$37.6K -$2.04K -141 -7%
AF
319
Allworth Financial
California
$37.3K +$14 +1 +0.1%
CTA
320
Colonial Trust Advisors
South Carolina
$34.9K +$25.1K +1,736 New
Loomis, Sayles & Company
321
Loomis, Sayles & Company
Massachusetts
$33K +$1.84K +127 +8%
Northwestern Mutual Wealth Management
322
Northwestern Mutual Wealth Management
Wisconsin
$29.7K -$9.68K -669 -31%
ACA
323
Atlas Capital Advisors
Wyoming
$29.1K +$20.9K +1,447 New
LC
324
Lindbrook Capital
California
$26.5K +$13.7K +944 +253%
VCM
325
Versant Capital Management
Arizona
$25.3K +$2.11K +146 +13%

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.