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608 hedge funds and large institutions have $8.15B invested in Macy's in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 186 increasing their positions, 234 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

22% more capital invested

Capital invested by funds: $6.69B → $8.15B (+$1.46B)

14% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 77

2.69% more ownership

Funds ownership: 87.3%89.99% (+2.7%)

1% more funds holding

Funds holding: 602608 (+6)

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 234

57% less call options, than puts

Call options by funds: $271M | Put options by funds: $625M

Holders
608
Holders Change
+6
Holders Change %
+1%
% of All Funds
13.94%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
88
Increased
186
Reduced
234
Closed
77
Calls
$271M
Puts
$625M
Net Calls
-$354M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$57.2M +$11.7M +432,084 +29%
Invesco
27
Invesco
Georgia
$56.1M +$9.75M +360,972 +24%
Man Group
28
Man Group
United Kingdom
$54.7M +$49.7M +1,840,331 New
QI
29
QV Investors
Alberta, Canada
$54.4M +$403K +14,900 +0.8%
AA
30
ALPS Advisors
Colorado
$52.2M -$3.96M -146,732 -8%
Skandinaviska Enskilda Banken (SEB)
31
Skandinaviska Enskilda Banken (SEB)
Sweden
$50.4M +$44.8M +1,657,701 +4,315%
BCM
32
Bridgeway Capital Management
Texas
$48.2M
JP Morgan Chase
33
JP Morgan Chase
New York
$45.8M +$18.5M +685,196 +80%
Morgan Stanley
34
Morgan Stanley
New York
$45.7M +$1.83M +67,564 +5%
JGC
35
J. Goldman & Co
New York
$45.6M +$41.5M +1,534,341 New
Two Sigma Investments
36
Two Sigma Investments
New York
$44.5M +$33.8M +1,250,696 +507%
Neuberger Berman Group
37
Neuberger Berman Group
New York
$42.6M +$852K +31,534 +2%
Allianz Asset Management
38
Allianz Asset Management
Germany
$39.5M -$4.34M -160,444 -11%
Millennium Management
39
Millennium Management
New York
$38.3M -$13.9M -515,757 -29%
California Public Employees Retirement System
40
California Public Employees Retirement System
California
$37.6M +$1.47M +54,469 +5%
GF
41
Gabelli Funds
New York
$36.2M -$1.42M -52,500 -4%
Schroder Investment Management Group
42
Schroder Investment Management Group
United Kingdom
$36M +$6.99M +258,840 +27%
AQR Capital Management
43
AQR Capital Management
Connecticut
$35.9M +$17.7M +654,168 +118%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$34.9M +$19.7M +728,300 +164%
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$34.5M +$29.5M +1,091,520 +1,628%
Bank of America
46
Bank of America
North Carolina
$32.9M -$26.7M -988,355 -47%
Barclays
47
Barclays
United Kingdom
$32.7M +$530K +19,613 +2%
APG Asset Management
48
APG Asset Management
Netherlands
$32.7M -$4.01M -148,500 -10%
CS
49
Credit Suisse
Switzerland
$30M -$7.61M -281,752 -22%
Swiss National Bank
50
Swiss National Bank
Switzerland
$29M -$4M -148,000 -13%

M Hedge Fund Activity: Q1 2018 in Review

608 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q1 2018, worth a combined $8.15B — up 22% from $6.69B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new M positions and 77 closed out — a net gain of 11 holders — while 186 added to existing stakes and 234 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $107M. The largest seller was Wellington Management Group, cutting an estimated $77.4M.

  • 608 institutional investors held Macy's (M) as of Q1 2018, up from 602 in Q4 2017.
  • Funds reported $8.15B of Macy's stock for Q1 2018, up 22% quarter-over-quarter.
  • 88 funds opened new Macy's positions in Q1 2018 and 77 closed out, a net change of +11 holders.
  • The largest Macy's buyer in Q1 2018 was Renaissance Technologies, an estimated $107M added.
  • The largest Macy's seller in Q1 2018 was Wellington Management Group, an estimated $77.4M sold.

Based on aggregated 13F filings for Q1 2018.