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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
WOC
501
West Oak Capital
California
$50.2K
FFW
502
Fusion Family Wealth
New York
$49K
S
503
SignatureFD
Georgia
$47K +$43K +1,592 New
WAM
504
Wealthspire Advisors (Maryland)
Maryland
$42K +$6.92K +256 +22%
RE
505
RBC Europe
United Kingdom
$41.4K
CLOS
506
Compagnie Lombard Odier SCmA
Switzerland
$40K +$36.5K +1,350 New
MOS
507
MGO One Seven
Ohio
$39K +$216 +8 +0.6%
OWA
508
One Wealth Advisors
California
$38K -$1.84K -68 -5%
GT
509
Glenmede Trust
Pennsylvania
$38K
CIBC Private Wealth Group
510
CIBC Private Wealth Group
Georgia
$36K -$37.7K -1,397 -53%
BCA
511
Bray Capital Advisors
Florida
$36K +$32.4K +1,200 New
BCWM
512
Bartlett & Co Wealth Management
Ohio
$35.6K +$31.9K +1,181 New
BC
513
Bartlett & Co
Ohio
$35K +$2.7K +100 +9%
CB
514
CNB Bank
Pennsylvania
$30K
TDC
515
Thompson Davis & Co
Virginia
$30K
AIM
516
Anchor Investment Management
South Carolina
$29.7K
BBA
517
Braun-Bostich & Associates
Pennsylvania
$28K
AF
518
Advisornet Financial
Minnesota
$27K +$10.8K +399 +80%
FA
519
Fortis Advisors
Pennsylvania
$25K +$22.8K +844 New
OGC
520
Oak Grove Capital
New Hampshire
$24K -$551K -20,400 -96%
PA
521
Parallel Advisors
California
$24K +$3.67K +136 +20%
MMG
522
Monetary Management Group
Missouri
$22K
VCM
523
Versant Capital Management
Arizona
$22K +$5.16K +191 +33%
FHA
524
First Horizon Advisors
Tennessee
$21K -$21.5K -797 -51%
GLI
525
Guardian Life Insurance
New York
$21K -$7.7K -285 -29%

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.