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444 hedge funds and large institutions have $5.77B invested in Macy's in 2022 Q1 according to their latest regulatory filings, with 79 funds opening new positions, 159 increasing their positions, 137 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 56

16% more repeat investments, than reductions

Existing positions increased: 159 | Existing positions reduced: 137

4% more funds holding

Funds holding: 428444 (+16)

0.86% less ownership

Funds ownership: 81.72%80.86% (-0.86%)

10% less capital invested

Capital invested by funds: $6.39B → $5.77B (-$621M)

38% less call options, than puts

Call options by funds: $205M | Put options by funds: $331M

38% less funds holding in top 10

Funds holding in top 10: 138 (-5)

Holders
444
Holders Change
+16
Holders Change %
+3.74%
% of All Funds
7%
Holding in Top 10
8
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-38.46%
% of All Funds
0.13%
New
79
Increased
159
Reduced
137
Closed
56
Calls
$205M
Puts
$331M
Net Calls
-$126M
Net Calls Change
+$43.8M
Name Holding Trade Value Shares
Change
Change in
Stake
HIA
351
Harbor Investment Advisory
Maryland
$61K
EI
352
Ellevest Inc
New York
$55K +$8.84K +345 +18%
TWA
353
TCI Wealth Advisors
Arizona
$54K +$17.1K +668 +44%
PA
354
Parallel Advisors
California
$53K -$8.53K -333 -14%
ED
355
Exane Derivatives
France
$51.3K
GWM
356
Geneos Wealth Management
Colorado
$50K
EWA
357
EverSource Wealth Advisors
Alabama
$49K -$2.54K -99 -5%
Carson Wealth (CWM LLC)
358
Carson Wealth (CWM LLC)
Nebraska
$48K +$2.97K +116 +6%
Lazard Asset Management
359
Lazard Asset Management
New York
$48K +$17.6K +685 +52%
CMA
360
Cedar Mountain Advisors
Oregon
$45K +$256 +10 +0.5%
AF
361
Advisornet Financial
Minnesota
$45K +$43.6K +1,700 +1,223%
Fifth Third Bancorp
362
Fifth Third Bancorp
Ohio
$43K +$3.61K +141 +9%
Koshinski Asset Management
363
Koshinski Asset Management
Illinois
$42.6K -$3.84K -150 -8%
ECM
364
Estabrook Capital Management
New York
$39K +$17.9K +700 +78%
PO
365
Private Ocean
California
$35K
PFS
366
Prospera Financial Services
Texas
$33K +$34.5K +1,345 New
STCOSD
367
Sageworth Trust Company of South Dakota
South Dakota
$31K
CBT
368
CoreFirst Bank & Trust
Kansas
$30K
QCG
369
Quadrant Capital Group
Ohio
$30K +$12.4K +485 +65%
S
370
SignatureFD
Georgia
$29K +$4.51K +176 +17%
FPS
371
Fieldpoint Private Securities
Connecticut
$26K +$1.15K +45 +4%
RG
372
Retirement Group
California
$25K
LC
373
Lindbrook Capital
California
$25K +$16.8K +656 +176%
CB
374
CNB Bank
Pennsylvania
$24K
ACM
375
Aquatic Capital Management
Illinois
$24K +$25.6K +1,000 New

M Hedge Fund Activity: Q1 2022 in Review

444 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q1 2022, worth a combined $5.77B — down 9.7% from $6.39B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new M positions and 56 closed out — a net gain of 23 holders — while 159 added to existing stakes and 137 trimmed.

The largest buyer was Goldentree Asset Management, adding an estimated $80.5M. The largest seller was Contrarius Investment Management, cutting an estimated $133M.

  • 444 institutional investors held Macy's (M) as of Q1 2022, up from 428 in Q4 2021.
  • Funds reported $5.77B of Macy's stock for Q1 2022, down 9.7% quarter-over-quarter.
  • 79 funds opened new Macy's positions in Q1 2022 and 56 closed out, a net change of +23 holders.
  • The largest Macy's buyer in Q1 2022 was Goldentree Asset Management, an estimated $80.5M added.
  • The largest Macy's seller in Q1 2022 was Contrarius Investment Management, an estimated $133M sold.

Based on aggregated 13F filings for Q1 2022.