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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
M
501
MOTCO
Texas
$3K +$3.64K +160 New
CAW
502
Cornerstone Advisors (Washington)
Washington
$2K -$10.8K -477 -84%
PFBT
503
Parkside Financial Bank & Trust
Missouri
$2K -$1.98K -87 -55%
AF
504
Allworth Financial
California
$2K
LFG
505
Larson Financial Group
Missouri
$2K
POIA
506
Pin Oak Investment Advisors
Texas
$2K
GWS
507
Glassman Wealth Services
Virginia
$2K +$1.59K +70 +179%
MF
508
Manchester Financial
California
$2K +$2.27K +100 New
RWA
509
Redhawk Wealth Advisors
Minnesota
$2K +$2.37K +104 New
ECM
510
Estabrook Capital Management
New York
$1.5K
GT
511
Glenmede Trust
Pennsylvania
$1.08K +$1.1M +48,241 +2,211%
FGAM
512
Financial Gravity Asset Management
Texas
$1K -$1.91K -84 -59%
BWM
513
BerganKDV Wealth Management
Minnesota
$1K
CAC
514
Certified Advisory Corp
Florida
$1K
FPFS
515
First Personal Financial Services
North Carolina
$1K
NR
516
Newfound Research
Massachusetts
$1K
QAM
517
QCI Asset Management
New York
$1K
TCM
518
Tradewinds Capital Management
Washington
$1K
WAS
519
Winch Advisory Services
Wisconsin
$1K +$23 +1 +2%
TFA
520
Transamerica Financial Advisors
Florida
$1K +$91 +4 New
TWA
521
TCI Wealth Advisors
Arizona
$1K +$682 +30 New
MWM
522
Meridian Wealth Management
Kentucky
$882 +$93.5K +4,110 New
SWA
523
Sutton Wealth Advisors
Florida
$837
N
524
Natixis
France
-$33.8M -1,399,241 Closed
AIM
525
Assured Investment Management
New York
-$15.7M -654,416 Closed

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.