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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
CAPTRUST Financial Advisors
476
CAPTRUST Financial Advisors
North Carolina
$8K +$750 +33 +9%
Lazard Asset Management
477
Lazard Asset Management
New York
$8K +$8.98K +395 New
ClearBridge Investments
478
ClearBridge Investments
New York
$6K
GAM
479
Gemmer Asset Management
California
$6K +$6.39K +281 New
SLF
480
Sun Life Financial
Ontario, Canada
$5K -$6.09K -268 -52%
FFC
481
First Financial Corp
Indiana
$5K
JPLA
482
Joseph P. Lucia & Associates
New York
$5K +$5.28K +232 New
CCM
483
Covington Capital Management
California
$5K +$5.43K +239 New
FHA
484
First Horizon Advisors
Tennessee
$4K -$227 -10 -4%
BWA
485
Burt Wealth Advisors
Maryland
$4K
FRA
486
Front Row Advisors
California
$4K
LWA
487
Lenox Wealth Advisors
New York
$4K
WB
488
Webster Bank
Connecticut
$4K
CFA
489
Carroll Financial Associates
North Carolina
$4K +$45 +2 +1%
OC
490
Oakworth Capital
Alabama
$4K +$1.05K +46 +35%
SMFS
491
Squar Milner Financial Services
California
$4K +$4.55K +200 New
WPA
492
West Paces Advisors
Georgia
$3.97K
BFC
493
Bedel Financial Consulting
Indiana
$3K
CFG
494
Citizens Financial Group
Rhode Island
$3K
EARNEST Partners
495
EARNEST Partners
Georgia
$3K
First Manhattan
496
First Manhattan
New York
$3K
FMII
497
Farmers & Merchants Investments Inc
Nebraska
$3K +$750 +33 +27%
TFO
498
Tarbox Family Office
California
$3K +$1.93K +85 +147%
JWA
499
JFS Wealth Advisors
Pennsylvania
$3K +$2.66K +117 New
GWMIA
500
Global Wealth Management Investment Advisory
Florida
$3K +$3.23K +142 New

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.