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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
SC
476
Sawyer & Company
Massachusetts
$91K
CTC
477
Central Trust Company
Missouri
$89K -$5.4K -200 -6%
CPA
478
Clear Perspective Advisors
Illinois
$89K +$81.1K +3,000 New
Fifth Third Bancorp
479
Fifth Third Bancorp
Ohio
$88K -$16.4K -607 -17%
RWA
480
Ropes Wealth Advisors
Massachusetts
$87K -$27.5K -1,019 -26%
HCM
481
Highlander Capital Management
New Jersey
$87K
PVH
482
Psagot Value Holdings
Israel
$86K +$78.4K +2,900 New
FMLI
483
Fukoku Mutual Life Insurance
Japan
$80K
JG
484
Jefferies Group
New York
$78K -$1.05M -38,785 -94%
FDCDDQ
485
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.4K -$8.03K -297 -10%
MCM
486
Manchester Capital Management
Vermont
$75K
QCG
487
Quadrant Capital Group
Ohio
$72K +$13.6K +504 +25%
WC
488
Whitnell & Co
Illinois
$71K
GWM
489
Geneos Wealth Management
Colorado
$67K -$129K -4,780 -68%
SPIA
490
Steward Partners Investment Advisory
New York
$67K -$108K -3,984 -64%
MPPLM
491
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$67K +$12.1K +446 +24%
DSC
492
Duncker Streett & Co
Missouri
$65K
HMS
493
Hanseatic Management Services
New Mexico
$65K +$59.4K +2,199 New
CBT
494
Capital Bank & Trust
California
$64K
FANJ
495
Financial Architects (New Jersey)
New Jersey
$61K -$43.2K -1,600 -44%
ARMT
496
Amica Retiree Medical Trust
Rhode Island
$60K
PCM
497
Prelude Capital Management
New York
$59K +$54K +2,000 New
IA
498
IFP Advisors
Florida
$58K
Loomis, Sayles & Company
499
Loomis, Sayles & Company
Massachusetts
$55K +$50.2K +1,857 New
DCM
500
Dupont Capital Management
Delaware
$53K +$14.8K +547 +44%

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.