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354 hedge funds and large institutions have $4.06B invested in Macy's in 2021 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 90 increasing their positions, 140 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more capital invested

Capital invested by funds: $3.06B → $4.06B (+$999M)

7% more call options, than puts

Call options by funds: $293M | Put options by funds: $275M

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

5% less funds holding

Funds holding: 372354 (-18)

6.75% less ownership

Funds ownership: 87.65%80.9% (-6.8%)

19% less first-time investments, than exits

New positions opened: 57 | Existing positions closed: 70

36% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 140

Holders
354
Holders Change
-18
Holders Change %
-4.84%
% of All Funds
6.22%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
57
Increased
90
Reduced
140
Closed
70
Calls
$293M
Puts
$275M
Net Calls
+$18.6M
Net Calls Change
+$168M
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Trust & Banking
51
Mitsubishi UFJ Trust & Banking
Japan
$8.69M -$581K -38,026 -5%
Two Sigma Investments
52
Two Sigma Investments
New York
$8.68M -$5.65M -369,786 -41%
American Century Companies
53
American Century Companies
Missouri
$8.48M +$1.69M +110,402 +27%
AllianceBernstein
54
AllianceBernstein
Tennessee
$8.38M -$370K -24,230 -4%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$7.94M -$8.17K -535 -0.1%
Jane Street
56
Jane Street
New York
$7.5M -$7.02M -459,971 -50%
Prudential Financial
57
Prudential Financial
New Jersey
$7.24M -$2.34M -153,350 -26%
New York State Teachers Retirement System (NYSTRS)
58
New York State Teachers Retirement System (NYSTRS)
New York
$7.2M -$533K -34,900 -7%
Wells Fargo
59
Wells Fargo
California
$7.13M -$3.9M -255,280 -37%
TI
60
Trexquant Investment
Connecticut
$6.57M +$4.41M +288,532 +246%
CS
61
Credit Suisse
Switzerland
$6.21M -$19.2M -1,259,204 -77%
Comerica Bank
62
Comerica Bank
Texas
$5.68M -$209K -13,698 -4%
Canada Life
63
Canada Life
Manitoba, Canada
$5.51M -$503K -32,953 -9%
Allianz Asset Management
64
Allianz Asset Management
Germany
$5.45M -$520K -34,051 -9%
SGCIA
65
Smith Graham & Co Investment Advisors
Texas
$5.36M -$672K -44,035 -12%
Russell Investments Group
66
Russell Investments Group
United Kingdom
$5.17M -$1.48M -96,767 -23%
Federated Hermes
67
Federated Hermes
Pennsylvania
$5.13M -$2.89M -189,573 -37%
SC
68
Sculptor Capital
New York
$4.85M -$16.9M -1,106,600 -79%
Ensign Peak Advisors
69
Ensign Peak Advisors
Utah
$4.74M -$610K -39,936 -12%
Tudor Investment Corp
70
Tudor Investment Corp
Connecticut
$4.56M +$2.29M +150,051 +114%
EGM
71
Engineers Gate Manager
New York
$4.54M +$3.01M +196,790 +235%
New York State Common Retirement Fund
72
New York State Common Retirement Fund
New York
$4.49M +$13.7K +900 +0.3%
AAM
73
Advisors Asset Management
Colorado
$4.22M -$2.29M -150,130 -37%
CSS
74
Cubist Systematic Strategies
Connecticut
$4.05M -$4.67M -305,720 -55%
PP
75
Paloma Partners
Connecticut
$3.91M +$2.67M +174,887 +263%

M Hedge Fund Activity: Q1 2021 in Review

354 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q1 2021, worth a combined $4.06B — up 33% from $3.06B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of M and 57 opened new positions — a net loss of 13 holders — while 140 trimmed existing stakes and 90 added.

The largest buyer was Newport Trust Company, opening a new position worth an estimated $131M. The largest seller was Yacktman Asset Management, cutting an estimated $242M.

  • 354 institutional investors held Macy's (M) as of Q1 2021, down from 372 in Q4 2020.
  • Funds reported $4.06B of Macy's stock for Q1 2021, up 33% quarter-over-quarter.
  • 57 funds opened new Macy's positions in Q1 2021 and 70 closed out, a net change of -13 holders.
  • The largest Macy's buyer in Q1 2021 was Newport Trust Company, an estimated $131M added.
  • The largest Macy's seller in Q1 2021 was Yacktman Asset Management, an estimated $242M sold.

Based on aggregated 13F filings for Q1 2021.