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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
SSB
626
Sandy Spring Bank
Maryland
$4K -$3.51K -81 -43%
CA
627
CapWealth Advisors
Tennessee
$4K
PSUF
628
People's United Financial
Connecticut
$3K -$26K -600 -89%
FNBT
629
FineMark National Bank & Trust
Florida
$3K
PMFA
630
Plante Moran Financial Advisors
Michigan
$3K
PCP
631
Proficio Capital Partners
Massachusetts
$3K +$3.64K +84 New
AW
632
Alpha Windward
Massachusetts
$2K -$41.4K -956 -94%
TSU
633
TD Securities (USA)
New York
$2K -$5.11K -118 -62%
TFO
634
Tarbox Family Office
California
$2K -$260 -6 -9%
UFA
635
US Financial Advisors
Massachusetts
$2K
WAS
636
Winch Advisory Services
Wisconsin
$2K +$43 +1 +2%
DPA
637
Delphi Private Advisors
California
$2K +$2.73K +63 New
AF
638
Arrow Financial
New York
$2K +$2.77K +64 New
BWA
639
Burt Wealth Advisors
Maryland
$2K +$3.34K +77 New
FCCM
640
First City Capital Management
Georgia
$1.82K
CAM
641
ClariVest Asset Management
California
$1K -$102K -2,351 -99%
PFBT
642
Parkside Financial Bank & Trust
Missouri
$1K -$1.21K -28 -47%
CFG
643
Citizens Financial Group
Rhode Island
$1K +$1.08K +25 New
WA
644
WFG Advisors
Texas
$1K +$1.82K +42 New
HVCM
645
HG Vora Capital Management
New York
-$124M -2,425,000 Closed
American Century Companies
646
American Century Companies
Missouri
-$115M -2,244,968 Closed
CP
647
Centerbridge Partners
New York
-$80M -1,845,000 Closed
NRC
648
North Run Capital
Massachusetts
-$84.7M -1,650,000 Closed
SIG
649
Senator Investment Group
New York
-$77M -1,500,000 Closed
TA
650
Tiptree Advisors
New York
-$41.9M -968,000 Closed

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.