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
S
401
Sachetta
Massachusetts
$524 +$376 +26 New
WWM
402
Wolff Wiese Magana
California
$514 +$14 +1 +4%
PA
403
Pineridge Advisors
Missouri
$443 +$318 +22 New
SIC
404
SJS Investment Consulting
Ohio
$403 -$478 -33 -62%
GI
405
Gradient Investments
Minnesota
$382
JFGIW
406
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$366 +$260 +18 New
FHA
407
First Horizon Advisors
Tennessee
$322
TWP
408
TFO Wealth Partners
Ohio
$322
IA
409
IFS Advisors
Kansas
$201
MCM
410
MV Capital Management
Maryland
$41 +$29 +2 New
VWA
411
Valued Wealth Advisors
Utah
$12 +$14 +1 New
Squarepoint
412
Squarepoint
New York
-$20.9M -1,446,931 Closed
Holocene Advisors
413
Holocene Advisors
New York
-$9.43M -812,095 Closed
TC
414
TwinBeech Capital
New York
-$8.68M -747,825 Closed
OCM
415
Oaktree Capital Management
California
-$6.16M -530,675 Closed
SC
416
Samlyn Capital
New York
-$6.03M -519,133 Closed
EF
417
Empowered Funds
Pennsylvania
-$5.92M -509,682 Closed
KCM
418
Kennedy Capital Management
Missouri
-$2.83M -243,794 Closed
QOP
419
Quinn Opportunity Partners
Virginia
-$2.64M -227,401 Closed
TCM
420
Teza Capital Management
Illinois
-$2.25M -194,188 Closed
HF
421
HRT Financial
New York
-$2.77M -191,693 Closed
CA
422
Cetera Advisors
Colorado
-$2.17M -186,806 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
423
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$2.16M -185,700 Closed
AIM
424
Aigen Investment Management
New York
-$1.92M -165,091 Closed
MC
425
Maverick Capital
Texas
-$1.08M -93,446 Closed

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.