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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
Credit Agricole
326
Credit Agricole
France
$25.2K -$51.5K -3,561 -74%
GWS
327
Glassman Wealth Services
Virginia
$24.6K +$10.8K +743 +154%
AssetMark Inc
328
AssetMark Inc
California
$23.6K -$5.72K -395 -25%
AWM
329
Able Wealth Management
New Jersey
$23.3K +$16.8K +1,159 New
HGERS
330
Householder Group Estate & Retirement Specialist
Arizona
$22K
WIA
331
Wetzel Investment Advisors
Indiana
$22K +$16K +1,103 New
TCWA
332
Turtle Creek Wealth Advisors
Texas
$21.1K +$15.2K +1,047 New
QL
333
Quarry LP
New York
$20.3K -$10.7K -742 -42%
RG
334
Retirement Group
California
$20.1K
EPM
335
Equitec Proprietary Markets
Illinois
$20.1K +$14.5K +1,000 New
CB
336
CNB Bank
Pennsylvania
$20K
BCV
337
Banque Cantonale Vaudoise
Switzerland
$20K
W
338
WealthCollab
Washington
$20K +$14.4K +993 New
QPBE
339
Quintet Private Bank (Europe)
Luxembourg
$18.1K
FFA
340
Farther Finance Advisors
California
$16.6K +$3.04K +210 +34%
FDCDDQ
341
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.1K
TWC
342
TD Waterhouse Canada
Ontario, Canada
$16K +$8.9K +615 +2,050%
PIM
343
Plato Investment Management
Australia
$13.9K +$10K +692 New
BIA
344
Bell Investment Advisors
California
$13.6K +$506 +35 +5%
PTC
345
Private Trust Company
Ohio
$12.6K
NFSG
346
Newbridge Financial Services Group
Florida
$12.1K
PWMG
347
Private Wealth Management Group
New Jersey
$11.9K +$8.52K +589 New
GRP
348
Global Retirement Partners
California
$11.7K +$2.66K +184 +40%
GIA
349
GHP Investment Advisors
Colorado
$10.5K
TFM
350
TFC Financial Management
Massachusetts
$10.2K

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.