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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
KI
326
Koch Industries
Kansas
$658K +$598K +22,136 New
SMDAM
327
Sumitomo Mitsui DS Asset Management
Japan
$633K -$10.3K -383 -2%
MWM
328
Meridian Wealth Management
Kentucky
$629K +$572K +21,155 New
SLAM
329
Swiss Life Asset Management
$629K -$273K -10,116 -32%
BWAM
330
Boyd Watterson Asset Management
Ohio
$620K +$57.1K +2,114 +11%
SCM
331
Stumpf Capital Management
Arizona
$611K +$523K +19,365 +1,634%
SIM
332
Sentry Investment Management
Wisconsin
$605K -$88.6K -3,279 -14%
LS
333
Livforsakringsbolaget Skandia
Sweden
$593K
WI
334
Wintrust Investments
Illinois
$583K -$86.5K -3,200 -14%
GIA
335
Gargoyle Investment Advisor
New Jersey
$583K -$56.8K -2,104 -10%
TG
336
TCW Group
California
$583K -$56.8K -2,104 -10%
Pacer Advisors
337
Pacer Advisors
Pennsylvania
$576K +$102K +3,775 +24%
OAM
338
Oppenheimer Asset Management
New York
$567K +$230K +8,519 +81%
AW
339
Alpha Windward
Massachusetts
$566K +$514K +19,020 New
BAM
340
Belpointe Asset Management
Nevada
$564K -$274K -10,134 -35%
TAM
341
Tyers Asset Management
Texas
$559K -$2.74M -101,408 -84%
LSERS
342
Louisiana State Employees Retirement System
Louisiana
$553K +$5.4K +200 +1%
IR
343
Invictus RG
Bermuda
$552K +$502K +18,570 New
MERSOM
344
Municipal Employees' Retirement System of Michigan
Michigan
$550K
PAG
345
Private Advisor Group
New Jersey
$534K +$485K +17,954 New
AMI
346
Amica Mutual Insurance
Rhode Island
$530K
WBC
347
Westpac Banking Corp
Australia
$521K
BCM
348
Bluefin Capital Management
New York
$512K -$248K -9,190 -35%
Public Sector Pension Investment Board (PSP Investments)
349
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$504K -$419K -15,500 -48%
VFPI
350
Vantage Financial Partners (Illinois)
Illinois
$497K

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.