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
BEAM
701
Baker Ellis Asset Management
Washington
-$104K -3,000 Closed
SPIA
702
Steward Partners Investment Advisory
New York
-$103K -2,962 Closed
IWP
703
Icon Wealth Partners
Texas
-$102K -2,932 Closed
SC
704
Sawyer & Company
Massachusetts
-$85K -2,436 Closed
PCIA
705
Prime Capital Investment Advisors
Kansas
-$76K -2,200 Closed
AP
706
Advisors Preferred
Maryland
-$53K -1,528 Closed
SCM
707
Stormborn Capital Management
Connecticut
-$350K -1,300 Closed
BCA
708
Bray Capital Advisors
Florida
-$42K -1,200 Closed
SWMG
709
Signature Wealth Management Group
Georgia
-$18K -530 Closed
PSC
710
Prentiss Smith & Co
Vermont
-$14K -400 Closed
JFA
711
JNBA Financial Advisors
Minnesota
-$13K -360 Closed
BI
712
Bramshill Investments
Florida
-$12K -335 Closed
AIM
713
Advantage Investment Management
Iowa
-$10K -300 Closed
FIB
714
First Interstate Bank
Montana
-$10K -275 Closed
BRC
715
Bell Rock Capital
Delaware
-$9K -272 Closed
SSB
716
Sandy Spring Bank
Maryland
-$9K -252 Closed
SF
717
Synovus Financial
Georgia
-$9K -251 Closed
CAG
718
Csenge Advisory Group
Florida
-$7K -226 Closed
APP
719
Avantax Planning Partners
Iowa
-$6K -160 Closed
PAMG
720
Patton Albertson Miller Group
Tennessee
-$4K -131 Closed
WSTAM
721
Wilbanks Smith & Thomas Asset Management
Virginia
-$4K -124 Closed
FHA
722
Flagship Harbor Advisors
Massachusetts
-$3.52K -107 -87%
TFS
723
TrustCore Financial Services
Tennessee
-$4K -101 Closed
CGT
724
Capital Guardian Trust
California
-$3K -75 Closed
ML
725
McAdam LLC
Pennsylvania
-$2K -62 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.