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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
Group One Trading
651
Group One Trading
Illinois
-$1.17M -35,406 Closed
UR
652
USCA RIA
Texas
-$902K -25,961 Closed
ACM
653
Alethea Capital Management
Washington
-$889K -25,589 Closed
BCM
654
BBT Capital Management
Texas
-$840K -24,189 Closed
SCM
655
Stevens Capital Management
Pennsylvania
-$840K -24,181 Closed
CCM
656
Cohen Capital Management
California
-$801K -23,068 Closed
HAG
657
HighPoint Advisor Group
Illinois
-$707K -21,497 Closed
MWM
658
Meridian Wealth Management
Kentucky
-$707K -20,358 Closed
WorldQuant Millennium Advisors
659
WorldQuant Millennium Advisors
New York
-$678K -19,517 Closed
OI
660
Oakbrook Investments
Illinois
-$616K -17,740 Closed
IFS
661
Ifrah Financial Services
Arkansas
-$553K -15,920 Closed
QAM
662
Quantres Asset Management
Cayman Islands
-$542K -15,600 Closed
BAM
663
Belpointe Asset Management
Nevada
-$530K -15,249 Closed
MC
664
Menta Capital
California
-$486K -13,987 Closed
CWM
665
Cornerstone Wealth Management
Missouri
-$671K -13,649 Closed
IAA
666
Independent Advisor Alliance
North Carolina
-$424K -13,416 Closed
Coatue Management
667
Coatue Management
New York
-$440K -12,672 Closed
LMGAM
668
Liberty Mutual Group Asset Management
Massachusetts
-$425K -12,246 Closed
BAAM
669
Baker Avenue Asset Management
California
-$424K -12,200 Closed
WRF
670
Waddell & Reed Financial
Kansas
-$417K -12,013 Closed
MCP
671
Mirador Capital Partners
California
-$411K -11,825 Closed
Lido Advisors
672
Lido Advisors
California
-$367K -10,454 Closed
PCM
673
Penserra Capital Management
California
-$357K -10,304 Closed
JIP
674
Jaffetilchin Investment Partners
Florida
-$342K -9,838 Closed
NIT
675
NumerixS Investment Technologies
British Columbia, Canada
-$329K -9,500 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.