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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
ANBT
351
American National Bank & Trust
Texas
$10.1K
WTC
352
WhitTier Trust Company
Nevada
$10.1K -$59.3K -4,095 -89%
AF
353
Advisornet Financial
Minnesota
$9.8K +$1.26K +87 +22%
ME
354
McIlrath & Eck
Washington
$9.76K
SS
355
Sunbelt Securities
Texas
$9.48K
NA
356
NewEdge Advisors
Louisiana
$8.44K +$72 +5 +1%
AIA
357
Arcadia Investment Advisors
Idaho
$8.05K
OLVIG
358
Oliver Lagore Vanvalin Investment Group
Michigan
$7.04K +$5.07K +350 New
Bessemer Group
359
Bessemer Group
New Jersey
$7K +$3.98K +275 +393%
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$6.98K +$2.76K +191 +122%
HI
361
Harbour Investments
Wisconsin
$6.26K
VWM
362
Venturi Wealth Management
Texas
$5.79K
MHR
363
Matthew Hamilton Rosenberg
$5.45K +$3.92K +271 New
CTC
364
Central Trust Company
Missouri
$5.03K
TCBWMS
365
Texas Capital Bank Wealth Management Services
Texas
$5K -$579K -40,000 -50%
JWA
366
JFS Wealth Advisors
Pennsylvania
$4.81K +$3.29K +227 +1,892%
HNB
367
Huntington National Bank
Ohio
$4.77K
NECFA
368
New England Capital Financial Advisors
Connecticut
$4.57K
RFG
369
RFP Financial Group
Georgia
$4.49K
CAS
370
Coppell Advisory Solutions
Texas
$4.39K -$289 -20 -8%
FRA
371
Front Row Advisors
California
$4.06K
NMM
372
Naples Money Management
Florida
$3.74K +$2.69K +186 New
GWM
373
Geneos Wealth Management
Colorado
$3.08K +$666 +46 +43%
PFBT
374
Parkside Financial Bank & Trust
Missouri
$2.9K -$58 -4 -3%
MIM
375
Macroview Investment Management
Maryland
$2.82K

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.