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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
CG
526
Cutler Group
California
$20K -$163K -6,035 -90%
SFSIG
527
San Francisco Sentry Investment Group
California
$16K -$34.4K -1,275 -70%
PCG
528
Private Capital Group
Connecticut
$16K +$3.59K +133 +34%
BWA
529
BDO Wealth Advisors
Florida
$15K +$13.5K +500 New
LWA
530
Lenox Wealth Advisors
New York
$15K +$13.5K +500 New
RWP
531
RWA Wealth Partners
Massachusetts
$15K +$13.5K +500 New
IWM
532
IHT Wealth Management
Illinois
$14K
LJHT
533
Laurie J. Hall Trustee
$14K
VEA
534
Virtus ETF Advisers
New York
$13K
Bessemer Group
535
Bessemer Group
New Jersey
$13K +$1.03K +38 +9%
ADL
536
Asset Dedication LLC
California
$13K +$12.2K +452 New
PSC
537
Prentiss Smith & Co
Vermont
$12K -$10.1K -375 -48%
PCM
538
Princeton Capital Management
New Jersey
$12K +$10.8K +400 New
PH
539
Pinnacle Holdings
Oklahoma
$11.9K
AOWM
540
Alpha Omega Wealth Management
Virginia
$11K
SP
541
SWS Partners
Ohio
$10K -$5.13K -190 -36%
AF
542
Allworth Financial
California
$9K -$1.7K -63 -18%
AIM
543
Advantage Investment Management
Iowa
$9K
ClearBridge Investments
544
ClearBridge Investments
New York
$9K
IDBONY
545
Israel Discount Bank of New York
New York
$9K
LBG
546
Lloyds Banking Group
United Kingdom
$9K
FIB
547
First Interstate Bank
Montana
$8K
KA
548
Kaizen Advisory
Illinois
$8K
BRC
549
Bell Rock Capital
Delaware
$8K +$108 +4 +2%
HAM
550
Highstreet Asset Management
Ontario, Canada
$8K +$7.57K +280 New

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.