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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
CC
551
Claybrook Capital
Massachusetts
$8K +$9.15K +278 New
WDL
552
Well Done LLC
Michigan
$8K +$9.15K +278 New
TCOV
553
Trust Company of Vermont
Vermont
$7K -$3.95K -120 -34%
CAPTRUST Financial Advisors
554
CAPTRUST Financial Advisors
North Carolina
$7K
FANJ
555
Financial Architects (New Jersey)
New Jersey
$7K
FFC
556
First Financial Corp
Indiana
$7K
TFA
557
Transamerica Financial Advisors
Florida
$7K +$593 +18 +9%
KCM
558
Karp Capital Management
California
$7K +$7.9K +240 New
LC
559
Lindbrook Capital
California
$7K +$8.39K +255 New
NIM
560
NuWave Investment Management
New Jersey
$6K -$809K -24,573 -99%
FHA
561
First Horizon Advisors
Tennessee
$6K -$14.7K -447 -66%
PA
562
Parallel Advisors
California
$6K -$165 -5 -2%
LWA
563
Lenox Wealth Advisors
New York
$6K
WAP
564
Wealthcare Advisory Partners
Pennsylvania
$6K
WB
565
Webster Bank
Connecticut
$6K
AA
566
AlphaMark Advisors
Kentucky
$6K +$99 +3 +1%
FCB
567
First Command Bank
Texas
$6K +$6.58K +200 New
FCFS
568
First Command Financial Services
Texas
$6K +$6.58K +200 New
PRC
569
Pearl River Capital
Michigan
$6K +$6.58K +200 New
FTI
570
Fiduciary Trust International
Massachusetts
$6K +$7.08K +215 New
SPL
571
Smart Portfolios LLC
Washington
$6K +$7.08K +215 New
WPA
572
West Paces Advisors
Georgia
$5.51K
PAMU
573
Pictet Asset Management (UK)
United Kingdom
$5.35K -$458K -13,900 -7%
BWA
574
Burt Wealth Advisors
Maryland
$5K
SBL
575
Sargent Bickham Lagudis
Colorado
$5K +$5.07K +154 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.