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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
NPIT
126
National Penn Investors Trust
Pennsylvania
$10.3M -$771K -17,793 -6%
BIM
127
Bogle Investment Management
Massachusetts
$10.1M +$12.5M +289,060 New
BCMNY
128
Buckingham Capital Management (New York)
New York
$9.7M -$1M -23,160 -8%
Grantham, Mayo, Van Otterloo & Co (GMO)
129
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$9.63M -$659K -15,200 -5%
GAI
130
General American Investors
New York
$9.62M +$11.9M +275,026 New
PAMU
131
Pictet Asset Management (UK)
United Kingdom
$9.37M -$36.1M -832,822 -76%
Boston Partners
132
Boston Partners
Massachusetts
$9.05M -$272M -6,267,408 -96%
Chevy Chase Trust
133
Chevy Chase Trust
Maryland
$8.91M -$819K -18,907 -7%
EARNEST Partners
134
EARNEST Partners
Georgia
$8.71M -$48.9K -1,128 -0.5%
CRC
135
Curi RMB Capital
Illinois
$8.68M +$2.28M +52,614 +27%
SFFS
136
Stonehage Fleming Financial Services
Jersey
$8.59M +$6.27M +144,679 +143%
WB
137
WesBanco Bank
West Virginia
$8.48M +$1.36M +31,433 +15%
Millennium Management
138
Millennium Management
New York
$8.01M -$28M -647,275 -74%
D.E. Shaw & Co
139
D.E. Shaw & Co
New York
$7.93M -$49.5M -1,141,839 -83%
UOC
140
UBS O'Connor
Illinois
$7.87M -$1.08M -25,000 -10%
National Pension Service
141
National Pension Service
South Korea
$7.63M +$527K +12,150 +6%
HCM
142
Highbridge Capital Management
New York
$7.61M +$7.52M +173,566 +395%
AAM
143
Aberdeen Asset Management
United Kingdom
$7.54M -$1.29M -29,654 -16%
VOYA Investment Management
144
VOYA Investment Management
Georgia
$7.42M -$1.03M -23,716 -10%
OCM
145
Olstein Capital Management
New York
$7.38M +$9.14M +211,000 New
Truist Financial
146
Truist Financial
North Carolina
$7.36M +$7.77M +179,314 +579%
Credit Agricole
147
Credit Agricole
France
$7.12M -$6.05M -139,672 -41%
HI
148
HBK Investments
Texas
$6.83M -$8.94M -206,199 -51%
JHIU
149
Janus Henderson Investors US
Colorado
$6.79M -$4.94M -113,900 -37%
Aviva
150
Aviva
United Kingdom
$6.62M -$109K -2,519 -1%

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.