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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
SAM
326
Shell Asset Management
Netherlands
$637K
PSUF
327
People's United Financial
Connecticut
$632K +$363K +11,020 +108%
SMDAM
328
Sumitomo Mitsui DS Asset Management
Japan
$623K -$9.94K -302 -1%
JG
329
Jefferies Group
New York
$613K +$44K +1,338 +7%
SCM
330
Stumpf Capital Management
Arizona
$612K
PIMJS
331
PKO Investment Management Joint-Stock
Poland
$596K +$547K +16,600 +488%
AI
332
Atria Investments
North Carolina
$587K -$1.59M -48,211 -71%
CGH
333
Crossmark Global Holdings
Texas
$580K -$1.81M -55,074 -74%
SIM
334
Sentry Investment Management
Wisconsin
$574K -$16.2K -492 -2%
BAMF
335
BI Asset Management Fondsmaeglerselskab
Denmark
$569K -$6.58K -200 -1%
OAM
336
Oppenheimer Asset Management
New York
$558K +$36K +1,093 +6%
Los Angeles Capital Management
337
Los Angeles Capital Management
California
$556K +$395K +11,990 +179%
Parallax Volatility Advisers
338
Parallax Volatility Advisers
California
$556K +$614K +18,657 New
William Blair & Company
339
William Blair & Company
Illinois
$550K +$138K +4,200 +29%
SFS
340
Sowell Financial Services
Arkansas
$537K +$123K +3,742 +26%
RWA
341
Ropes Wealth Advisors
Massachusetts
$533K -$4.74K -144 -0.8%
Calamos Advisors
342
Calamos Advisors
Illinois
$533K
AMI
343
Amica Mutual Insurance
Rhode Island
$531K
II
344
IFM Investors
Australia
$530K +$38.9K +1,183 +7%
OAMU
345
Ostrum Asset Management US
New York
$517K +$571K +17,351 New
SC
346
SRB Corp
Massachusetts
$513K +$75.6K +2,295 +15%
FP
347
Factorial Partners
New York
$506K
COPPSERS
348
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$500K -$277K -8,417 -33%
LP
349
LMR Partners
United Kingdom
$500K +$325K +9,869 +142%
BOH
350
Bank of Hawaii
Hawaii
$496K -$140K -4,257 -20%

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.