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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
WIS
426
Wright Investors Service
Connecticut
$246K +$5.33K +162 +2%
PA
427
Profund Advisors
Maryland
$244K -$193K -5,854 -42%
BFM
428
Boothbay Fund Management
New York
$244K +$270K +8,197 New
ECG
429
Edge Capital Group
Georgia
$244K +$270K +8,199 New
CIM
430
Cambria Investment Management
California
$243K -$69.6K -2,114 -21%
AIC
431
Ameritas Investment Company
Nebraska
$239K +$264K +8,019 New
GG
432
Gofen & Glossberg
Illinois
$232K
IFWM
433
Institute for Wealth Management
Colorado
$232K +$256K +7,773 New
FIM
434
Freedom Investment Management
Connecticut
$230K -$52K -1,578 -17%
MA
435
MUFG Americas
New York
$228K
QI
436
Qtron Investments
Massachusetts
$228K +$252K +7,657 New
AP
437
Advisor Partners
California
$226K -$47.9K -1,456 -16%
Hudson Bay Capital Management
438
Hudson Bay Capital Management
Connecticut
$226K +$250K +7,600 New
SCCM
439
Schafer Cullen Capital Management
New York
$223K
HAM
440
Highstreet Asset Management
Ontario, Canada
$223K +$4.61K +140 +2%
NL
441
NWAM LLC
Washington
$222K -$66.5K -2,019 -21%
C
442
Cerebellum
California
$221K +$244K +7,411 New
PP
443
Paloma Partners
Connecticut
$217K -$748K -22,724 -76%
HighTower Advisors
444
HighTower Advisors
Illinois
$217K -$122K -3,703 -33%
PAS
445
Park Avenue Securities
New York
$216K +$14.6K +443 +6%
CBTWT
446
Community Bank & Trust (Waco, Texas)
Texas
$212K -$13.2K -400 -5%
FA
447
FDx Advisors
Illinois
$207K -$98.7K -2,998 -30%
WS
448
Wedbush Securities
California
$206K -$148K -4,510 -39%
Brown Advisory
449
Brown Advisory
Maryland
$204K -$20.7K -628 -8%
GW
450
GW & Wade
Massachusetts
$203K +$626 +19 +0.3%

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.