We are live on ! Find out more

608 hedge funds and large institutions have $8.15B invested in Macy's in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 186 increasing their positions, 234 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

22% more capital invested

Capital invested by funds: $6.69B → $8.15B (+$1.46B)

14% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 77

2.69% more ownership

Funds ownership: 87.3%89.99% (+2.7%)

1% more funds holding

Funds holding: 602608 (+6)

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 234

57% less call options, than puts

Call options by funds: $271M | Put options by funds: $625M

Holders
608
Holders Change
+6
Holders Change %
+1%
% of All Funds
13.94%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
88
Increased
186
Reduced
234
Closed
77
Calls
$271M
Puts
$625M
Net Calls
-$354M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
O
51
OppenheimerFunds
New York
$28.1M -$9.19M -340,149 -27%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$27.9M +$3.44M +127,321 +16%
Sumitomo Mitsui Trust Group
53
Sumitomo Mitsui Trust Group
Japan
$27.8M +$802K +29,677 +3%
TCIM
54
TIAA CREF Investment Management
New York
$25.8M +$4.64M +171,624 +25%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$24.4M -$697K -25,807 -3%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$23.8M +$1.25M +46,302 +6%
Wellington Management Group
57
Wellington Management Group
Massachusetts
$22.9M -$77.4M -2,864,159 -79%
MLM
58
Mount Lucas Management
Pennsylvania
$22.8M +$8.67M +321,051 +72%
UBS Group
59
UBS Group
Switzerland
$22.8M -$2.04M -75,439 -9%
ZIM
60
Zacks Investment Management
Illinois
$22.2M +$20.2M +747,340 New
TA
61
Teachers Advisors
New York
$21M +$7.68M +284,240 +67%
Teacher Retirement System of Texas
62
Teacher Retirement System of Texas
Texas
$20.8M -$2.96M -109,471 -14%
Aberdeen Group
63
Aberdeen Group
United Kingdom
$20.1M +$2.33M +86,302 +15%
Victory Capital Management
64
Victory Capital Management
Texas
$18.8M -$3.3M -122,024 -16%
Royal Bank of Canada
65
Royal Bank of Canada
Ontario, Canada
$18.5M +$3.43M +127,104 +26%
DF
66
Donoghue Forlines
Massachusetts
$18.4M -$1.95M -72,088 -10%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$18.2M -$967K -35,800 -6%
First Trust Advisors
68
First Trust Advisors
Illinois
$18M -$3.53M -130,699 -18%
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$17.4M -$434K -16,080 -3%
AC
70
Apertura Capital
Texas
$17.2M +$15.6M +578,400 New
RhumbLine Advisers
71
RhumbLine Advisers
Massachusetts
$17M -$535K -19,808 -3%
MWNA
72
Marshall Wace North America
New York
$16.8M +$15.2M +563,587 New
AllianceBernstein
73
AllianceBernstein
Tennessee
$16.6M -$900K -33,292 -6%
D.E. Shaw & Co
74
D.E. Shaw & Co
New York
$16.4M +$2.5M +92,424 +20%
Citigroup
75
Citigroup
New York
$16.3M +$1.07M +39,545 +8%

M Hedge Fund Activity: Q1 2018 in Review

608 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q1 2018, worth a combined $8.15B — up 22% from $6.69B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new M positions and 77 closed out — a net gain of 11 holders — while 186 added to existing stakes and 234 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $107M. The largest seller was Wellington Management Group, cutting an estimated $77.4M.

  • 608 institutional investors held Macy's (M) as of Q1 2018, up from 602 in Q4 2017.
  • Funds reported $8.15B of Macy's stock for Q1 2018, up 22% quarter-over-quarter.
  • 88 funds opened new Macy's positions in Q1 2018 and 77 closed out, a net change of +11 holders.
  • The largest Macy's buyer in Q1 2018 was Renaissance Technologies, an estimated $107M added.
  • The largest Macy's seller in Q1 2018 was Wellington Management Group, an estimated $77.4M sold.

Based on aggregated 13F filings for Q1 2018.