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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
FGC
576
Financial Gravity Companies
Texas
$3K -$4.11K -152 -60%
FMII
577
Farmers & Merchants Investments Inc
Nebraska
$3K
JCM
578
Jacobi Capital Management
Pennsylvania
$3K +$54 +2 +2%
TFS
579
TrustCore Financial Services
Tennessee
$3K +$54 +2 +2%
ML
580
McAdam LLC
Pennsylvania
$3K +$2.43K +90 New
FGAM
581
Financial Gravity Asset Management
Texas
$3K +$2.7K +100 New
ECM
582
Estabrook Capital Management
New York
$2.08K
BWM
583
Baystate Wealth Management
Massachusetts
$2K
MFW
584
Mosaic Family Wealth
Missouri
$2K
OFS
585
Orrstown Financial Services
Pennsylvania
$2K
TFO
586
Tarbox Family Office
California
$2K
WAS
587
Winch Advisory Services
Wisconsin
$2K +$27 +1 +2%
GFP
588
Gryphon Financial Partners
Ohio
$2K +$351 +13 +20%
PFBT
589
Parkside Financial Bank & Trust
Missouri
$2K +$1.05K +39 +108%
WF
590
WealthTrust Fairport
Ohio
$2K +$1.68K +62 New
FCAG
591
First Capital Advisors Group
New Jersey
$2K +$1.76K +65 New
SLF
592
Sun Life Financial
Ontario, Canada
$1.39K -$16.9K -626 -94%
SWA
593
Sutton Wealth Advisors
Florida
$1.16K
DBT
594
Dubuque Bank & Trust
Iowa
$1K -$18.2K -674 -97%
HNB
595
Huntington National Bank
Ohio
$1K -$9.02K -334 -91%
AWM
596
Avior Wealth Management
Nebraska
$1K
CFD
597
Creative Financial Designs
Indiana
$1K
GI
598
Gradient Investments
Minnesota
$1K
QAM
599
QCI Asset Management
New York
$1K
TCM
600
Tradewinds Capital Management
Washington
$1K

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.