We are live on ! Find out more

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
DJSG
376
D.J. St. Germain
Massachusetts
$2.66K +$1.91K +132 New
Kayne Anderson Rudnick Investment Management
377
Kayne Anderson Rudnick Investment Management
California
$2.52K +$1.76K +122 +4,067%
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$2.44K
TPCW
379
TD Private Client Wealth
New York
$2.13K
CSWM
380
Cassady Schiller Wealth Management
Ohio
$2.01K -$868 -60 -38%
AW
381
Avion Wealth
Texas
$2K +$1.65K +114 New
DA
382
Denali Advisors
California
$1.75K
CJ
383
Caitlin John
Michigan
$1.52K +$1.08K +75 New
FUBT
384
First United Bank & Trust
Maryland
$1.41K +$1.01K +70 New
TAM
385
Tucker Asset Management
Colorado
$1.25K
PCFFS
386
Pacific Center for Financial Services
California
$1.21K +$14 +1 +2%
CFGS
387
Concourse Financial Group Securities
Alabama
$1.14K
CP
388
Castleview Partners
Texas
$1.11K
CAM
389
ClariVest Asset Management
California
$1.03K
CA
390
Clearstead Advisors
Ohio
$1.01K -$724 -50 -50%
HWA
391
HHM Wealth Advisors
Tennessee
$1.01K +$724 +50 New
BTI
392
Blue Trust Inc
Georgia
$1K -$5.67K -392 -89%
BC
393
Bartlett & Co
Ohio
$1K
BCWM
394
Bartlett & Co Wealth Management
Ohio
$985
DPW
395
DiNuzzo Private Wealth
Pennsylvania
$946 +$680 +47 New
BF
396
BOK Financial
Oklahoma
$945
BGAI
397
Bruce G. Allen Investments
Colorado
$845 +$608 +42 New
TCM
398
Tradewinds Capital Management
Washington
$725
BHWM
399
Beaird Harris Wealth Management
Texas
$644 +$463 +32 New
T
400
Tidemark
California
$583 +$420 +29 New

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.