We are live on ! Find out more

525 hedge funds and large institutions have $5.63B invested in Macy's in 2019 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 211 increasing their positions, 183 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 183

4.21% less ownership

Funds ownership: 89.11%84.9% (-4.2%)

8% less funds holding

Funds holding: 568525 (-43)

15% less capital invested

Capital invested by funds: $6.61B → $5.63B (-$980M)

25% less call options, than puts

Call options by funds: $234M | Put options by funds: $311M

35% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 92

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

Holders
525
Holders Change
-43
Holders Change %
-7.57%
% of All Funds
11.4%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.04%
New
60
Increased
211
Reduced
183
Closed
92
Calls
$234M
Puts
$311M
Net Calls
-$77.1M
Net Calls Change
+$122M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
451
CNB Bank
Pennsylvania
$21K
WOC
452
West Oak Capital
California
$19K -$6.82K -300 -25%
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$19K
GLI
454
Guardian Life Insurance
New York
$19K
LF
455
Lee Financial
Texas
$19K
PCG
456
Private Capital Group
Connecticut
$18K -$12.4K -545 -53%
PCP
457
Proficio Capital Partners
Massachusetts
$18K +$750 +33 +4%
MMG
458
Monetary Management Group
Missouri
$16K
FPS
459
Fieldpoint Private Securities
Connecticut
$15K +$16.1K +708 New
RE
460
RBC Europe
United Kingdom
$12.3K
VCM
461
Versant Capital Management
Arizona
$12K -$1.09K -48 -8%
ESB
462
Essex Savings Bank
Connecticut
$12K +$5.91K +260 +100%
DWM
463
Doyle Wealth Management
Florida
$12K +$13K +571 New
VNA
464
Valley National Advisers
Pennsylvania
$11K
LJHT
465
Laurie J. Hall Trustee
$10K
VEA
466
Virtus ETF Advisers
New York
$10K
GI
467
Gradient Investments
Minnesota
$9K +$8.87K +390 +1,219%
BCM
468
Blume Capital Management
California
$9K +$9.1K +400 New
ST
469
Smithfield Trust
Pennsylvania
$9K +$9.1K +400 New
PH
470
Pinnacle Holdings
Oklahoma
$8.58K
ZB
471
Zions Bancorporation
Utah
$8K -$3.3K -145 -28%
AOWM
472
Alpha Omega Wealth Management
Virginia
$8K
HI
473
Hudock Inc
Pennsylvania
$8K
VFA
474
Valeo Financial Advisors
Indiana
$8K +$455 +20 +6%
BCA
475
Berman Capital Advisors
Georgia
$8K +$500 +22 +6%

M Hedge Fund Activity: Q2 2019 in Review

525 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q2 2019, worth a combined $5.63B — down 15% from $6.61B a quarter earlier.

Sellers outnumbered buyers: 92 funds closed out of M and 60 opened new positions — a net loss of 32 holders — while 183 trimmed existing stakes and 211 added.

The largest buyer was Yacktman Asset Management, opening a new position worth an estimated $251M. The largest seller was AQR Capital Management, cutting an estimated $222M.

  • 525 institutional investors held Macy's (M) as of Q2 2019, down from 568 in Q1 2019.
  • Funds reported $5.63B of Macy's stock for Q2 2019, down 15% quarter-over-quarter.
  • 60 funds opened new Macy's positions in Q2 2019 and 92 closed out, a net change of -32 holders.
  • The largest Macy's buyer in Q2 2019 was Yacktman Asset Management, an estimated $251M added.
  • The largest Macy's seller in Q2 2019 was AQR Capital Management, an estimated $222M sold.

Based on aggregated 13F filings for Q2 2019.