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626 hedge funds and large institutions have $8.4B invested in Macy's in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 201 increasing their positions, 231 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.6% less ownership

Funds ownership: 92.77%92.17% (-0.6%)

3% less funds holding

Funds holding: 644626 (-18)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

11% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 106

13% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 231

15% less capital invested

Capital invested by funds: $9.89B → $8.4B (-$1.49B)

54% less call options, than puts

Call options by funds: $312M | Put options by funds: $676M

Holders
626
Holders Change
-18
Holders Change %
-2.8%
% of All Funds
13.95%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
94
Increased
201
Reduced
231
Closed
106
Calls
$312M
Puts
$676M
Net Calls
-$364M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
WOC
501
West Oak Capital
California
$44.3K
RCAG
502
Rehmann Capital Advisory Group
Michigan
$42.4K
NFG
503
Next Financial Group
Texas
$40K +$28.6K +870 +181%
Marshall Wace
504
Marshall Wace
United Kingdom
$40K +$44.2K +1,343 New
BCWM
505
Bartlett & Co Wealth Management
Ohio
$38.1K
BC
506
Bartlett & Co
Ohio
$38K
MOS
507
MGO One Seven
Ohio
$35K +$38.8K +1,180 New
CG
508
Cutler Group
California
$34K -$440K -13,350 -92%
LWM
509
Liberty Wealth Management
California
$34K +$37.8K +1,147 New
AF
510
Advisornet Financial
Minnesota
$33K +$5.6K +170 +18%
WAM
511
Wolverine Asset Management
Illinois
$32K
PCM
512
Prelude Capital Management
New York
$31K +$34.7K +1,053 New
CB
513
CNB Bank
Pennsylvania
$30K
PCG
514
Private Capital Group
Connecticut
$30K +$17.3K +525 +110%
GLI
515
Guardian Life Insurance
New York
$26K
SLF
516
Sun Life Financial
Ontario, Canada
$25K +$198 +6 +0.7%
FDCDDQ
517
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24.7K
WCM
518
WealthBridge Capital Management
Ohio
$24K +$26.8K +815 New
Acadian Asset Management
519
Acadian Asset Management
Massachusetts
$24K +$27.1K +823 New
VCM
520
Versant Capital Management
Arizona
$23K -$1.28K -39 -5%
MMG
521
Monetary Management Group
Missouri
$22K
KA
522
Kaizen Advisory
Illinois
$22K +$527 +16 +2%
Bessemer Group
523
Bessemer Group
New Jersey
$21K +$9.58K +291 +70%
BCA
524
Berman Capital Advisors
Georgia
$19K +$22.5K +683 New
Schroder Investment Management Group
525
Schroder Investment Management Group
United Kingdom
$18.4K +$5.21M +158,231 +34%

M Hedge Fund Activity: Q4 2018 in Review

626 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q4 2018, worth a combined $8.4B — down 15% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of M and 94 opened new positions — a net loss of 12 holders — while 231 trimmed existing stakes and 201 added.

The largest buyer was AQR Capital Management, adding an estimated $173M. The largest seller was American International Group, cutting an estimated $181M.

  • 626 institutional investors held Macy's (M) as of Q4 2018, down from 644 in Q3 2018.
  • Funds reported $8.4B of Macy's stock for Q4 2018, down 15% quarter-over-quarter.
  • 94 funds opened new Macy's positions in Q4 2018 and 106 closed out, a net change of -12 holders.
  • The largest Macy's buyer in Q4 2018 was AQR Capital Management, an estimated $173M added.
  • The largest Macy's seller in Q4 2018 was American International Group, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2018.