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525 hedge funds and large institutions have $5.63B invested in Macy's in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 211 increasing their positions, 183 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 183

4.21% less ownership

Funds ownership: 89.11%84.9% (-4.2%)

8% less funds holding

Funds holding: 568525 (-43)

15% less capital invested

Capital invested by funds: $6.61B → $5.63B (-$980M)

25% less call options, than puts

Call options by funds: $234M | Put options by funds: $311M

35% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 92

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
525
Holders Change
-43
Holders Change %
-7.57%
% of All Funds
11.4%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
60
Increased
211
Reduced
183
Closed
92
Calls
$234M
Puts
$311M
Net Calls
-$77.1M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
326
Ropes Wealth Advisors
Massachusetts
$413K
M&T Bank
327
M&T Bank
New York
$412K -$138K -6,065 -24%
VCM
328
Virtue Capital Management
Tennessee
$411K +$435K +19,148 New
TAM
329
Tiverton Asset Management
Delaware
$408K
Macquarie Group
330
Macquarie Group
Australia
$407K -$45.4K -1,997 -10%
ASN
331
Advisory Services Network
Georgia
$406K -$1.05M -46,105 -71%
VanEck Associates
332
VanEck Associates
New York
$394K -$131K -5,762 -24%
RCAG
333
Rehmann Capital Advisory Group
Michigan
$393K +$383K +16,828 +1,145%
COPPSERS
334
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$389K +$3.55K +156 +0.9%
CEP
335
Chicago Equity Partners
Illinois
$383K -$342K -15,060 -46%
II
336
IFM Investors
Australia
$382K
VFPI
337
Vantage Financial Partners (Illinois)
Illinois
$373K +$34.1K +1,500 +9%
SMDAM
338
Sumitomo Mitsui DS Asset Management
Japan
$366K -$99K -4,352 -20%
CIBC World Market
339
CIBC World Market
Ontario, Canada
$363K +$152K +6,690 +65%
CAN
340
Cetera Advisor Networks
California
$352K -$34.7K -1,526 -8%
PTC
341
Petrus Trust Company
Texas
$352K +$118K +5,197 +46%
LSERS
342
Louisiana State Employees Retirement System
Louisiana
$340K -$15.9K -700 -4%
BAM
343
Brave Asset Management
New Jersey
$335K +$354K +15,590 New
LS
344
Livforsakringsbolaget Skandia
Sweden
$334K
Northwestern Mutual Wealth Management
345
Northwestern Mutual Wealth Management
Wisconsin
$329K +$169K +7,430 +94%
RIM
346
Redwood Investment Management
Arizona
$327K +$94K +4,136 +37%
VAM
347
Verity Asset Management
North Carolina
$323K +$17K +748 +5%
TFCP
348
Twin Focus Capital Partners
Massachusetts
$322K
PP
349
Peconic Partners
New York
$322K +$341K +15,000 New
Renaissance Technologies
350
Renaissance Technologies
New York
$321K -$81.4M -3,578,300 -100%

M Hedge Fund Activity: Q2 2019 in Review

525 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q2 2019, worth a combined $5.63B — down 15% from $6.61B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of M and 60 opened new positions — a net loss of 32 holders — while 183 trimmed existing stakes and 211 added.

The largest buyer was Yacktman Asset Management, opening a new position worth an estimated $251M. The largest seller was AQR Capital Management, cutting an estimated $222M.

  • 525 institutional investors held Macy's (M) as of Q2 2019, down from 568 in Q1 2019.
  • Funds reported $5.63B of Macy's stock for Q2 2019, down 15% quarter-over-quarter.
  • 60 funds opened new Macy's positions in Q2 2019 and 92 closed out, a net change of -32 holders.
  • The largest Macy's buyer in Q2 2019 was Yacktman Asset Management, an estimated $251M added.
  • The largest Macy's seller in Q2 2019 was AQR Capital Management, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2019.