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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
SCM
351
Sterling Capital Management
North Carolina
$497K +$452K +16,720 New
Mackenzie Financial
352
Mackenzie Financial
Ontario, Canada
$493K -$754K -27,919 -63%
AT
353
Argent Trust
Texas
$488K +$67.5K +2,500 +18%
WTB
354
Washington Trust Bank
Washington
$484K +$53.2K +1,969 +14%
QI
355
QS Investors
New York
$479K -$892 -33 -0.2%
ERSOT
356
Employees Retirement System of Texas
Texas
$476K -$54K -2,000 -11%
ZCA
357
Zeke Capital Advisors
Pennsylvania
$474K
KRS
358
Kentucky Retirement Systems
Kentucky
$473K -$77.7K -2,877 -15%
GWM
359
Greenwich Wealth Management
Connecticut
$465K +$6.57K +243 +2%
Cambridge Investment Research Advisors
360
Cambridge Investment Research Advisors
Iowa
$464K +$43.5K +1,611 +12%
Assenagon Asset Management
361
Assenagon Asset Management
Luxembourg
$458K +$66K +2,441 +19%
PP
362
Patten & Patten
Tennessee
$454K -$30.7K -1,135 -7%
SAM
363
Shell Asset Management
Netherlands
$454K
CIM
364
Cambria Investment Management
California
$452K +$7K +259 +2%
KA
365
Kovack Advisors
Florida
$450K -$12.6K -466 -3%
JCP
366
Jabre Capital Partners
Switzerland
$446K +$405K +15,000 New
UM
367
Ulysses Management
New York
$446K +$405K +15,000 New
CB
368
Commerce Bank
Missouri
$428K -$217K -8,037 -36%
PAM
369
Premier Asset Management
Illinois
$428K +$57.4K +2,125 +17%
Nordea Investment Management
370
Nordea Investment Management
Sweden
$419K -$28.1K -1,040 -7%
IFS
371
Ifrah Financial Services
Arkansas
$415K +$730 +27 +0.2%
MIC
372
Meridian Investment Counsel
California
$412K
William Blair & Company
373
William Blair & Company
Illinois
$402K +$22.5K +832 +7%
BHWM
374
Bar Harbor Wealth Management
New Hampshire
$401K -$16.2K -601 -4%
GH
375
GAM Holding
Switzerland
$401K +$80.6K +2,983 +28%

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.