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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
VNA
526
Valley National Advisers
Pennsylvania
$18K +$3.95K +120 +24%
AQA
527
Alpha Quant Advisors
Texas
$18K +$20K +609 New
AAMU
528
Amundi Asset Management US
Massachusetts
$17.2K -$8.94M -271,553 -32%
RE
529
RBC Europe
United Kingdom
$17.1K -$11.3K -342 -37%
DWM
530
Doyle Wealth Management
Florida
$17K -$763K -23,181 -98%
Carson Wealth (CWM LLC)
531
Carson Wealth (CWM LLC)
Nebraska
$16K -$5.07K -154 -22%
ZB
532
Zions Bancorporation
Utah
$16K +$9.84K +299 +133%
CAW
533
Cornerstone Advisors (Washington)
Washington
$15K -$527 -16 -3%
FGC
534
Financial Gravity Companies
Texas
$15K +$19.3K +585 New
AIM
535
Anchor Investment Management
South Carolina
$14.9K
VEA
536
Virtus ETF Advisers
New York
$13K
1NWS
537
1 North Wealth Services
Maryland
$13K +$14.8K +450 New
LJHT
538
Laurie J. Hall Trustee
$12K
PH
539
Pinnacle Holdings
Oklahoma
$11.9K
AOWM
540
Alpha Omega Wealth Management
Virginia
$11K
CCMW
541
Cypress Capital Management (Wyoming)
Wyoming
$11K
HI
542
Hudock Inc
Pennsylvania
$11K
CA
543
Claro Advisors
Massachusetts
$11K +$10.7K +325 New
DSI
544
Daiwa SB Investments
Japan
$10K
ClearBridge Investments
545
ClearBridge Investments
New York
$9K
IDBONY
546
Israel Discount Bank of New York
New York
$9K
LBG
547
Lloyds Banking Group
United Kingdom
$9K
CAM
548
Cresset Asset Management
Illinois
$9K +$9.42K +286 New
PWMG
549
Prestige Wealth Management Group
New Jersey
$9K +$9.71K +295 New
ESB
550
Essex Savings Bank
Connecticut
$8K +$8.56K +260 New

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.