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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
WAP
551
Wealthcare Advisory Partners
Pennsylvania
$7K -$2.03K -75 -25%
FFC
552
First Financial Corp
Indiana
$7K
PMFA
553
Plante Moran Financial Advisors
Michigan
$7K
Carson Wealth (CWM LLC)
554
Carson Wealth (CWM LLC)
Nebraska
$6K
WB
555
Webster Bank
Connecticut
$6K
AA
556
AlphaMark Advisors
Kentucky
$6K +$81 +3 +1%
WPA
557
West Paces Advisors
Georgia
$5.5K
AWA
558
Acorn Wealth Advisors
Michigan
$5K
BWA
559
Burt Wealth Advisors
Maryland
$5K
DVM
560
Dreman Value Management
Florida
$5K
TL
561
TrueWealth LLC
Georgia
$5K +$1.03K +38 +30%
JA
562
JOYN Advisors
Georgia
$5K +$4.67K +173 New
ZB
563
Zions Bancorporation
Utah
$5K +$4.75K +176 New
FC
564
Ferris Capital
Massachusetts
$5K +$4.86K +180 New
PW
565
Price Wealth
Texas
$4K -$3.76K -139 -50%
First Manhattan
566
First Manhattan
New York
$4K -$2.94K -109 -41%
EARNEST Partners
567
EARNEST Partners
Georgia
$4K
NSIM
568
North Star Investment Management
Illinois
$4K
OC
569
Oakworth Capital
Alabama
$4K
SIS
570
Sound Income Strategies
Florida
$4K +$3.24K +120 +1,000%
BFC
571
Bedel Financial Consulting
Indiana
$4K +$3.35K +124 New
Nomura Holdings
572
Nomura Holdings
Japan
$3.98K +$2.22M +82,279 +158%
SIM
573
Sonora Investment Management
Arizona
$3.16K -$8.92K -330 -76%
AssetMark Inc
574
AssetMark Inc
California
$3K -$10.2K -377 -81%
CFA
575
Carroll Financial Associates
North Carolina
$3K -$5.67K -210 -67%

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.