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646 hedge funds and large institutions have $9.25B invested in Macy's in 2015 Q4 according to their latest regulatory filings, with 106 funds opening new positions, 192 increasing their positions, 294 reducing their positions, and 166 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more call options, than puts

Call options by funds: $733M | Put options by funds: $451M

1.81% less ownership

Funds ownership: 86.62%84.81% (-1.8%)

9% less funds holding

Funds holding: 711646 (-65)

35% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 294

36% less first-time investments, than exits

New positions opened: 106 | Existing positions closed: 166

41% less capital invested

Capital invested by funds: $15.7B → $9.25B (-$6.4B)

53% less funds holding in top 10

Funds holding in top 10: 199 (-10)

Holders
646
Holders Change
-65
Holders Change %
-9.14%
% of All Funds
16.95%
Holding in Top 10
9
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-52.63%
% of All Funds
0.24%
New
106
Increased
192
Reduced
294
Closed
166
Calls
$733M
Puts
$451M
Net Calls
+$282M
Net Calls Change
+$164M
Name Holding Trade Value Shares
Change
Change in
Stake
FCBT
751
First Citizens Bank & Trust
North Carolina
-$328K -6,382 Closed
EGM
752
Engineers Gate Manager
New York
-$327K -6,371 Closed
SIC
753
Salem Investment Counselors
North Carolina
-$320K -6,300 Closed
NA
754
Navellier & Associates
Nevada
-$322K -6,269 Closed
ACM
755
Aviance Capital Management
Florida
-$321K -6,263 Closed
ACM
756
Argentus Capital Management
Texas
-$316K -6,152 Closed
OWD
757
Osborn Williams & Donohoe
Ohio
-$315K -6,000 Closed
WMC
758
Westwood Management Corporation
Illinois
-$308K -6,000 Closed
1GA
759
1st Global Advisors
Texas
-$302K -5,890 Closed
BA
760
Birinyi Associates
Connecticut
-$293K -5,715 Closed
LNWWM
761
Laird Norton Wetherby Wealth Management
California
-$288K -5,616 Closed
OIA
762
Optimum Investment Advisors
Illinois
-$284K -5,525 Closed
SI
763
SII Investments
Wisconsin
-$281K -5,457 Closed
FMWA
764
Forvis Mazars Wealth Advisors
Missouri
-$276K -5,374 Closed
SI
765
Stephens Inc
Arkansas
-$276K -5,370 Closed
ZDA
766
Zweig-DiMenna Associates
New York
-$267K -5,200 Closed
PJSIMP
767
P.J. Schmidt Investment Management (PJS)
Wisconsin
-$263K -5,117 Closed
NERM
768
New England Research & Management
Illinois
-$262K -5,100 Closed
ACPU
769
Arrowgrass Capital Partners (US)
Delaware
-$218K -5,037 Closed
BCM
770
Beck Capital Management
Texas
-$258K -5,013 Closed
BSA
771
Braun Stacey Associates
New York
-$257K -5,000 Closed
GC
772
Gruss & Co
Florida
-$257K -5,000 Closed
STMM
773
South Texas Money Management
Texas
-$255K -4,976 Closed
FNB
774
First Niagara Bank
New York
-$254K -4,951 Closed
RIG
775
Roosevelt Investment Group
New York
-$246K -4,791 Closed

M Hedge Fund Activity: Q4 2015 in Review

646 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q4 2015, worth a combined $9.25B — down 41% from $15.7B a quarter earlier.

Sellers outnumbered buyers: 166 funds closed out of M and 106 opened new positions — a net loss of 60 holders — while 294 trimmed existing stakes and 192 added.

The largest buyer was Bank of New York Mellon, adding an estimated $331M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.08B sold.

  • 646 institutional investors held Macy's (M) as of Q4 2015, down from 711 in Q3 2015.
  • Funds reported $9.25B of Macy's stock for Q4 2015, down 41% quarter-over-quarter.
  • 106 funds opened new Macy's positions in Q4 2015 and 166 closed out, a net change of -60 holders.
  • The largest Macy's buyer in Q4 2015 was Bank of New York Mellon, an estimated $331M added.
  • The largest Macy's seller in Q4 2015 was Americafirst Capital Management, an estimated $1.08B sold.

Based on aggregated 13F filings for Q4 2015.