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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
Principal Financial Group
76
Principal Financial Group
Iowa
$15.7M -$10.1M -372,680 -41%
AFA
77
Alta Fundamental Advisers
New York
$15.6M
QOP
78
Quinn Opportunity Partners
Virginia
$15.5M -$2.74M -101,500 -16%
T. Rowe Price Associates
79
T. Rowe Price Associates
Maryland
$14.9M -$57.7M -2,135,660 -81%
RCA
80
Restructuring Capital Associates
Connecticut
$14.9M -$3.74M -138,416 -22%
GAI
81
General American Investors
New York
$14.9M +$8.11M +300,000 +150%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$14.6M +$351 +13 +0%
Asset Management One
83
Asset Management One
Japan
$14.4M +$240K +8,883 +2%
TCM
84
Tensile Capital Management
California
$14.3M -$6.16M -227,988 -32%
Arrowstreet Capital
85
Arrowstreet Capital
Massachusetts
$14.2M +$11.5M +424,627 +818%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$13.9M -$452K -16,727 -3%
TNBTD
87
Trustmark National Bank Trust Department
Mississippi
$13.2M +$253K +9,355 +2%
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$12.5M -$5.47M -202,436 -33%
GAM
89
Gotham Asset Management
New York
$12.3M +$11.1M +412,455 New
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$12.2M +$1.79M +66,315 +19%
CIP
91
Chartwell Investment Partners
Pennsylvania
$12M +$2.01M +74,576 +23%
RJA
92
Raymond James & Associates
Florida
$11.7M +$2.25M +83,145 +27%
Russell Investments Group
93
Russell Investments Group
United Kingdom
$11.6M +$3.25M +120,205 +44%
AAM
94
Advisors Asset Management
Colorado
$11.6M +$1.43M +52,916 +16%
LCM
95
Laurion Capital Management
New York
$11.2M +$8.16M +302,016 +398%
11A
96
10-15 Associates
New York
$11.2M +$530K +19,612 +6%
MSL
97
Mackay Shields LLC
New York
$11M +$9.97M +368,890 New
Caisse de Depot et Placement du Quebec (CDPQ)
98
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.8M +$865K +32,000 +10%
AAF
99
Andra AP-fonden
Sweden
$10.3M +$4.77M +176,700 +105%
DekaBank Deutsche Girozentrale
100
DekaBank Deutsche Girozentrale
Germany
$10.2M -$548K -20,264 -6%

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.