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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
RWM
451
Revisor Wealth Management
Ohio
-$205K -17,622 Closed
BBVA
452
Banco Bilbao Vizcaya Argentaria
Spain
-$199K -16,979 Closed
MTIM
453
Marathon Trading Investment Management
Pennsylvania
-$174K -15,000 Closed
PCMC
454
Paragon Capital Management (Colorado)
Colorado
-$169K -14,545 Closed
MFS
455
Mirabella Financial Services
United Kingdom
-$168K -14,512 Closed
RG
456
Rathbones Group
United Kingdom
-$163K -14,000 Closed
AI
457
Atom Investors
Texas
-$148K -12,721 Closed
BAM
458
Belpointe Asset Management
Nevada
-$148K -12,717 Closed
GCM
459
Gallacher Capital Management
Colorado
-$143K -12,313 Closed
PAM
460
Panagora Asset Management
Massachusetts
-$140K -12,087 Closed
SSA
461
Schonfeld Strategic Advisors
New York
-$132K -11,399 Closed
P
462
Pitcairn
Pennsylvania
-$118K -10,199 Closed
TSS
463
Two Sigma Securities
New York
-$147K -10,173 Closed
Parallax Volatility Advisers
464
Parallax Volatility Advisers
California
-$114K -7,900 Closed
IUHSA
465
Itau Unibanco Holding S.A.
Brazil
-$35.9K -3,096 Closed
HCM
466
Highlander Capital Management
New Jersey
-$28K -2,430 Closed
BOC
467
Bull Oak Capital
California
-$32.4K -2,237 Closed
AAG
468
Armstrong Advisory Group
Massachusetts
-$17.4K -1,500 Closed
PO
469
Private Ocean
California
-$16.9K -1,453 Closed
RTC
470
Riverview Trust Company
Washington
-$16K -1,375 Closed
RFA
471
Register Financial Advisors
Georgia
-$12.8K -1,100 Closed
CSPIA
472
Cary Street Partners Investment Advisory
Virginia
-$7.84K -675 Closed
SCA
473
Stonebridge Capital Advisors
Minnesota
-$5.8K -500 Closed
PH
474
Pinnacle Holdings
Oklahoma
-$4.64K -400 Closed
First Manhattan
475
First Manhattan
New York
-$3.48K -300 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.