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646 hedge funds and large institutions have $9.25B invested in Macy's in 2015 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 192 increasing their positions, 294 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $733M | Put options by funds: $451M

1.81% less ownership

Funds ownership: 86.62%84.81% (-1.8%)

9% less funds holding

Funds holding: 711646 (-65)

35% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 294

36% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 166

41% less capital invested

Capital invested by funds: $15.7B → $9.25B (-$6.4B)

53% less funds holding in top 10

Funds holding in top 10: 199 (-10)

Holders
646
Holders Change
-65
Holders Change %
-9.14%
% of All Funds
16.95%
Holding in Top 10
9
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-52.63%
% of All Funds
0.24%
New
106
Increased
192
Reduced
294
Closed
166
Calls
$733M
Puts
$451M
Net Calls
+$282M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
SF
601
Synovus Financial
Georgia
$12K
JIC
602
Joel Isaacson & Co
New York
$10K
FAM
603
Formidable Asset Management
Ohio
$10K +$13K +300 New
FFC
604
First Financial Corp
Indiana
$9K
Loomis, Sayles & Company
605
Loomis, Sayles & Company
Massachusetts
$9K +$10.6K +244 New
DA
606
Dunvegan Associates
California
$8K
HRC
607
Hoertkorn Richard Charles
$8K
AIA
608
Allegis Investment Advisors
Idaho
$8K +$10.1K +234 New
WP
609
WealthPLAN Partners
Nebraska
$7.05K +$77K +1,776 New
NSIM
610
North Star Investment Management
Illinois
$7K -$40.3K -930 -82%
HR
611
Howe & Rusling
New York
$7K -$910 -21 -10%
LWCFA
612
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$7K
GAM
613
Gemmer Asset Management
California
$7K +$2.38K +55 +38%
CGI
614
CI Global Investments
California
$7K +$8.67K +200 New
WAS
615
WESPAC Advisors SoCal
California
$7K +$9.75K +225 New
CFA
616
Carroll Financial Associates
North Carolina
$6K -$2.38K -55 -22%
CHC
617
City Holding Co
West Virginia
$6K +$1.43K +33 +26%
KC
618
Kingfisher Capital
North Carolina
$6K +$7.63K +176 New
WOC
619
West Oak Capital
California
$5.95K +$7.37K +170 New
N
620
Nuveen
North Carolina
$5.63K -$2.2M -50,722 -24%
IWMPD
621
Integrated Wealth Management (Palm Desert)
California
$5K -$2.21K -51 -25%
GI
622
Gradient Investments
Minnesota
$5K
KF
623
Krilogy Financial
Missouri
$5K +$6.07K +140 New
TDC
624
Thompson Davis & Co
Virginia
$5K +$6.5K +150 New
TWA
625
TCI Wealth Advisors
Arizona
$4K -$108K -2,501 -96%

M Hedge Fund Activity: Q4 2015 in Review

646 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q4 2015, worth a combined $9.25B — down 41% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 166 funds closed out of M and 106 opened new positions — a net loss of 60 holders — while 294 trimmed existing stakes and 192 added.

The largest buyer was Bank of New York Mellon, adding an estimated $331M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.08B sold.

  • 646 institutional investors held Macy's (M) as of Q4 2015, down from 711 in Q3 2015.
  • Funds reported $9.25B of Macy's stock for Q4 2015, down 41% quarter-over-quarter.
  • 106 funds opened new Macy's positions in Q4 2015 and 166 closed out, a net change of -60 holders.
  • The largest Macy's buyer in Q4 2015 was Bank of New York Mellon, an estimated $331M added.
  • The largest Macy's seller in Q4 2015 was Americafirst Capital Management, an estimated $1.08B sold.

Based on aggregated 13F filings for Q4 2015.