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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
SC
626
Shellback Capital
Massachusetts
-$15.5M -447,600 Closed
DF
627
Donoghue Forlines
Massachusetts
-$13.2M -379,686 Closed
11A
628
10-15 Associates
New York
-$10.1M -289,641 Closed
SAM
629
Scopus Asset Management
New York
-$8.68M -250,000 Closed
Balyasny Asset Management
630
Balyasny Asset Management
Illinois
-$6.36M -183,204 Closed
Connor, Clark & Lunn Investment Management (CC&L)
631
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$5.99M -172,492 Closed
GAM
632
Gotham Asset Management
New York
-$5.5M -158,358 Closed
HCM
633
Highbridge Capital Management
New York
-$5.21M -150,000 Closed
PWPCM
634
Perella Weinberg Partners Capital Management
New York
-$4.59M -132,228 Closed
BCM
635
Brookstone Capital Management
Illinois
-$4.36M -125,505 Closed
EAM
636
Eagle Asset Management
Florida
-$4.26M -122,622 Closed
CAM
637
Centre Asset Management
New York
-$4.1M -117,940 Closed
MME
638
Meag Munich Ergo
Germany
-$4.04M -117,320 Closed
QIM
639
Quantitative Investment Management
Virginia
-$4.05M -116,600 Closed
VIA
640
Vantis Investment Advisers
Florida
-$3.24M -93,200 Closed
MAM
641
Martingale Asset Management
Massachusetts
-$2.81M -80,779 Closed
NIMI
642
Natixis Investment Managers International
France
-$2.04M -58,711 Closed
CIP
643
Chartwell Investment Partners
Pennsylvania
-$1.98M -56,900 Closed
SI
644
Stephens Inc
Arkansas
-$1.78M -51,256 Closed
RIA
645
Regal Investment Advisors
Michigan
-$1.76M -50,720 Closed
RJFSA
646
Raymond James Financial Services Advisors
Florida
-$1.61M -46,324 Closed
BCMNY
647
Buckingham Capital Management (New York)
New York
-$1.41M -40,500 Closed
VCM
648
Virtue Capital Management
Tennessee
-$1.3M -37,400 Closed
CCM
649
Cadence Capital Management
Massachusetts
-$1.3M -37,318 Closed
B
650
BP
United Kingdom
-$1.26M -36,400 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.