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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
APG Asset Management
101
APG Asset Management
Netherlands
$3.79M +$742K +51,300 +33%
CCM
102
Contrarian Capital Management
Connecticut
$3.73M +$752K +52,000 +39%
SC
103
Shellback Capital
Massachusetts
$3.52M +$2.53M +175,000 New
AB
104
Amalgamated Bank
New York
$3.45M -$579 -40 -0%
DCM
105
DG Capital Management
New York
$3.42M +$2.46M +169,981 New
MOACM
106
Mutual of America Capital Management
New York
$3.41M -$117K -8,080 -5%
State of New Jersey Common Pension Fund D
107
State of New Jersey Common Pension Fund D
New Jersey
$3.37M -$507K -35,019 -17%
PI
108
PEAK6 Investments
Illinois
$3.24M -$5.7M -393,597 -71%
VOYA Investment Management
109
VOYA Investment Management
Georgia
$3.23M -$1.91M -132,265 -45%
WW
110
Waterfront Wealth
Kansas
$3.19M +$155K +10,716 +7%
MIM
111
MetLife Investment Management
New Jersey
$3.12M -$27.7K -1,912 -1%
APF
112
Alaska Permanent Fund
Alaska
$2.94M -$36.9K -2,549 -2%
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
$2.92M -$31.2M -2,155,266 -94%
Calamos Advisors
114
Calamos Advisors
Illinois
$2.91M +$2.1M +144,838 New
State Board of Administration of Florida Retirement System
115
State Board of Administration of Florida Retirement System
Florida
$2.84M +$275 +19 +0%
YCM
116
Yousif Capital Management
Michigan
$2.82M +$12.2K +841 +0.6%
BA
117
Bridgewater Associates
Connecticut
$2.8M +$2.02M +139,351 New
GF
118
Gabelli Funds
New York
$2.77M +$94.1K +6,500 +5%
Robeco Institutional Asset Management
119
Robeco Institutional Asset Management
Netherlands
$2.72M -$143K -9,850 -7%
T. Rowe Price Associates
120
T. Rowe Price Associates
Maryland
$2.68M +$152K +10,508 +9%
Ensign Peak Advisors
121
Ensign Peak Advisors
Utah
$2.66M -$1.52M -104,785 -44%
D.E. Shaw & Co
122
D.E. Shaw & Co
New York
$2.61M -$1.48M -102,617 -44%
ClearBridge Investments
123
ClearBridge Investments
New York
$2.61M +$61.6K +4,257 +3%
Wealthfront Advisers
124
Wealthfront Advisers
California
$2.58M -$36.1K -2,495 -2%
Ohio Public Employees Retirement System (OPERS)
125
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.54M +$44.7K +3,092 +3%

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.