We are live on ! Find out more

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
SIS
601
Sound Income Strategies
Florida
$2K
TFO
602
Tarbox Family Office
California
$2K
WF
603
WealthTrust Fairport
Ohio
$2K
WAS
604
Winch Advisory Services
Wisconsin
$2K +$33 +1 +2%
PWM
605
PRW Wealth Management
Massachusetts
$2K +$2.17K +66 New
SWA
606
Sutton Wealth Advisors
Florida
$1.16K
VFA
607
Valeo Financial Advisors
Indiana
$1K -$724 -22 -42%
Fidelity International
608
Fidelity International
Bermuda
$1K -$198 -6 -24%
AC
609
Avestar Capital
New York
$1K
CAC
610
Certified Advisory Corp
Florida
$1K
GWS
611
Glassman Wealth Services
Virginia
$1K
GI
612
Gradient Investments
Minnesota
$1K
PG
613
Proffitt & Goodson
Tennessee
$1K
QAM
614
QCI Asset Management
New York
$1K
TCM
615
Tradewinds Capital Management
Washington
$1K
JCM
616
Jacobi Capital Management
Pennsylvania
$1K +$33 +1 +3%
NR
617
Newfound Research
Massachusetts
$1K +$230 +7 +44%
EI
618
Ellevest Inc
New York
$1K +$724 +22 New
PCP
619
Proficio Capital Partners
Massachusetts
$1K +$856 +26 +236%
APW
620
Acima Private Wealth
Virginia
$1K +$988 +30 New
WA
621
WealthTrust-Arizona
Arizona
$1K +$988 +30 New
BWM
622
BerganKDV Wealth Management
Minnesota
$1K +$1.05K +32 New
NA
623
NewEdge Advisors
Louisiana
$340 +$376K +11,431 New
American Century Companies
624
American Century Companies
Missouri
-$44.5M -1,281,310 Closed
Susquehanna International Group
625
Susquehanna International Group
Pennsylvania
-$26M -791,104 Closed

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.