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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
Thrivent Financial for Lutherans
376
Thrivent Financial for Lutherans
Minnesota
$399K +$7.77K +236 +2%
MERSOM
377
Municipal Employees' Retirement System of Michigan
Michigan
$399K +$442K +13,420 New
KRS
378
Kentucky Retirement Systems
Kentucky
$398K +$9.94K +302 +2%
APFBOT
379
Amica Pension Fund Board of Trustees
Rhode Island
$394K
SC
380
Scotia Capital
Ontario, Canada
$393K +$9.91K +301 +2%
EOJOAM
381
E. Ohman J:or Asset Management
Sweden
$390K
SGA
382
Strategic Global Advisors
California
$386K
TCM
383
Twin Capital Management
Pennsylvania
$382K +$422K +12,820 New
QI
384
QS Investors
New York
$380K
GWM
385
Greenwich Wealth Management
Connecticut
$375K -$32.1K -974 -7%
GT
386
Greenleaf Trust
Michigan
$367K -$31.2K -948 -7%
ZCA
387
Zeke Capital Advisors
Pennsylvania
$366K -$120K -3,659 -23%
WI
388
Wintrust Investments
Illinois
$362K -$234K -7,100 -37%
QSS
389
Quantitative Systematic Strategies
Florida
$362K +$400K +12,164 New
LCM
390
Laurion Capital Management
New York
$357K +$39.8K +1,209 +11%
IA
391
IFP Advisors
Florida
$353K -$540K -16,404 -58%
FAAS
392
First Allied Advisory Services
California
$351K -$287K -8,722 -43%
CIM
393
Contravisory Investment Management
Massachusetts
$351K +$17.8K +540 +5%
VAM
394
Verity Asset Management
North Carolina
$347K +$384K +11,663 New
TSS
395
Two Sigma Securities
New York
$346K +$155K +4,723 +68%
TAM
396
Tiverton Asset Management
Delaware
$345K
VFA
397
Voya Financial Advisors
Connecticut
$342K -$16.5K -500 -4%
NICM
398
Neo Ivy Capital Management
New York
$330K +$364K +11,068 New
BDF
399
Balasa Dinverno & Foltz
$328K -$148K -4,489 -29%
AAC
400
Acorn Advisory Capital
New York
$328K +$19.8K +600 +6%

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.