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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
RC
351
RegentAtlantic Capital
New Jersey
$496K +$347K +10,549 +173%
UCFA
352
United Capital Financial Advisors
Texas
$493K -$107K -3,262 -16%
SCM
353
Sterling Capital Management
North Carolina
$489K -$5.6K -170 -1%
JFGIW
354
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$483K -$30K -910 -5%
LSERS
355
Louisiana State Employees Retirement System
Louisiana
$479K -$62.6K -1,900 -11%
WTB
356
Washington Trust Bank
Washington
$479K -$11K -334 -2%
HF
357
HRT Financial
New York
$477K -$421K -12,774 -44%
VFPI
358
Vantage Financial Partners (Illinois)
Illinois
$474K -$26.3K -800 -5%
Public Sector Pension Investment Board (PSP Investments)
359
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$469K +$46.1K +1,400 +10%
FMBTD
360
First Midwest Bank Trust Division
Illinois
$467K -$37.7K -1,145 -7%
LS
361
Livforsakringsbolaget Skandia
Sweden
$462K
RFC
362
Regions Financial Corp
Alabama
$458K -$21.3K -648 -4%
EWM
363
Edge Wealth Management
New York
$447K +$494K +15,000 New
SP
364
Symmetry Partners
Connecticut
$443K +$490K +14,876 New
DC
365
Davenport & Co
Virginia
$439K +$205K +6,225 +73%
Macquarie Group
366
Macquarie Group
Australia
$435K -$42.8K -1,300 -8%
AW
367
Alpha Windward
Massachusetts
$432K -$11.9K -360 -2%
TRCT
368
Tower Research Capital (TRC)
New York
$427K +$470K +14,264 +30,349%
GC
369
Grace Capital
Massachusetts
$420K -$645K -19,580 -58%
EDRH
370
Edmond de Rothschild Holding
Switzerland
$415K -$65.8K -2,000 -13%
MIC
371
Meridian Investment Counsel
California
$413K
BHWM
372
Bar Harbor Wealth Management
New Hampshire
$407K -$56.2K -1,707 -11%
CB
373
Commerce Bank
Missouri
$407K -$9.84K -299 -2%
PAG
374
Private Advisor Group
New Jersey
$405K -$217K -6,586 -33%
CA
375
Cetera Advisors
Colorado
$400K -$581K -17,652 -57%

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.