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412 hedge funds and large institutions have $4.9B invested in Macy's in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 119 increasing their positions, 135 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

89% more capital invested

Capital invested by funds: $2.59B → $4.9B (+$2.31B)

46% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 72

8% more funds holding

Funds holding: 383412 (+29)

7.41% more ownership

Funds ownership: 81.4%88.81% (+7.4%)

12% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 135

27% less call options, than puts

Call options by funds: $422M | Put options by funds: $575M

Holders
412
Holders Change
+29
Holders Change %
+7.57%
% of All Funds
6.01%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
105
Increased
119
Reduced
135
Closed
72
Calls
$422M
Puts
$575M
Net Calls
-$153M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$6.69M +$4.65M +321,638 +2,964%
SGCIA
77
Smith Graham & Co Investment Advisors
Texas
$6.6M -$486K -33,593 -9%
New York State Teachers Retirement System (NYSTRS)
78
New York State Teachers Retirement System (NYSTRS)
New York
$6.23M -$859K -59,333 -16%
Corient Private Wealth
79
Corient Private Wealth
Florida
$6.1M +$3.61M +249,535 +465%
SG Americas Securities
80
SG Americas Securities
New York
$6.02M +$4.33M +299,260 New
SAM
81
Storebrand Asset Management
Norway
$6M -$1.12M -77,174 -21%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$5.95M -$176K -12,139 -4%
Nordea Investment Management
83
Nordea Investment Management
Sweden
$5.8M -$121K -8,395 -3%
BNP Paribas Financial Markets
84
BNP Paribas Financial Markets
France
$5.4M +$819K +56,616 +27%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$5.37M -$850K -58,728 -18%
Canada Pension Plan Investment Board
86
Canada Pension Plan Investment Board
Ontario, Canada
$5.22M +$3.76M +259,500 New
MAM
87
Melqart Asset Management
United Kingdom
$4.8M +$3.45M +238,500 New
TPSF
88
Texas Permanent School Fund
Texas
$4.75M +$72.8K +5,034 +2%
Manulife (Manufacturers Life Insurance)
89
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.63M -$80K -5,531 -2%
Canada Life
90
Canada Life
Manitoba, Canada
$4.6M +$243K +16,773 +8%
State of Wisconsin Investment Board
91
State of Wisconsin Investment Board
Wisconsin
$4.6M -$56.1K -3,874 -2%
SEI Investments
92
SEI Investments
Pennsylvania
$4.37M -$543K -37,556 -15%
Franklin Resources
93
Franklin Resources
California
$4.25M +$71.6K +4,945 +2%
GT
94
Glenmede Trust
Pennsylvania
$4.2M +$2.42M +167,379 +405%
Stifel Financial
95
Stifel Financial
Missouri
$4M -$92.6K -6,398 -3%
New York State Common Retirement Fund
96
New York State Common Retirement Fund
New York
$3.99M -$418K -28,910 -13%
ECM
97
ExodusPoint Capital Management
New York
$3.99M -$10M -693,508 -78%
WI
98
WBI Investments
New Jersey
$3.92M +$2.82M +195,074 New
IMRF
99
Illinois Municipal Retirement Fund
Illinois
$3.92M
TI
100
Trexquant Investment
Connecticut
$3.82M +$2.74M +189,635 New

M Hedge Fund Activity: Q4 2023 in Review

412 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q4 2023, worth a combined $4.9B — up 89% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new M positions and 72 closed out — a net gain of 33 holders — while 119 added to existing stakes and 135 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $278M. The largest seller was Balyasny Asset Management, cutting an estimated $64.1M.

  • 412 institutional investors held Macy's (M) as of Q4 2023, up from 383 in Q3 2023.
  • Funds reported $4.9B of Macy's stock for Q4 2023, up 89% quarter-over-quarter.
  • 105 funds opened new Macy's positions in Q4 2023 and 72 closed out, a net change of +33 holders.
  • The largest Macy's buyer in Q4 2023 was Nomura Holdings, an estimated $278M added.
  • The largest Macy's seller in Q4 2023 was Balyasny Asset Management, an estimated $64.1M sold.

Based on aggregated 13F filings for Q4 2023.