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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
Janus Henderson Group
126
Janus Henderson Group
United Kingdom
$2.49M -$3K -207 -0.2%
Group One Trading
127
Group One Trading
Illinois
$2.48M +$1M +69,184 +128%
Treasurer of the State of North Carolina
128
Treasurer of the State of North Carolina
North Carolina
$2.41M +$16.9K +1,170 +1%
VPIM
129
Vanguard Personalized Indexing Management
California
$2.41M +$1.12M +77,051 +180%
Comerica Bank
130
Comerica Bank
Texas
$2.36M +$45.9K +3,174 +3%
CA
131
Cumberland Advisors
Florida
$2.34M
GS
132
GTS Securities
New York
$2.29M -$3.39M -233,920 -67%
Citigroup
133
Citigroup
New York
$2.22M -$2.57M -177,427 -62%
Royal Bank of Canada
134
Royal Bank of Canada
Ontario, Canada
$2.19M -$2.39M -164,883 -60%
RAM
135
Readystate Asset Management
Illinois
$2.15M -$2.42M -166,978 -61%
HSA
136
Hussman Strategic Advisors
Maryland
$2.11M -$738K -51,000 -33%
Simplex Trading
137
Simplex Trading
Illinois
$2.05M -$4.34M -299,772 -75%
Wells Fargo
138
Wells Fargo
California
$2.01M -$28.5K -1,967 -2%
LPL Financial
139
LPL Financial
California
$1.99M -$169K -11,673 -11%
State of Tennessee, Department of Treasury
140
State of Tennessee, Department of Treasury
Tennessee
$1.91M +$1.37M +95,000 New
QCM
141
Qsemble Capital Management
New York
$1.9M +$1.37M +94,403 New
UBS Group
142
UBS Group
Switzerland
$1.89M +$930K +64,285 +217%
Victory Capital Management
143
Victory Capital Management
Texas
$1.82M -$77.7K -5,370 -6%
TRSOTSOK
144
Teachers Retirement System of the State of Kentucky
Kentucky
$1.78M -$62.2K -4,300 -5%
ISL
145
Ingalls & Snyder LLC
New York
$1.72M +$1.24M +85,526 New
BCG
146
Barington Capital Group
New York
$1.71M +$146K +10,100 +13%
ONB
147
Old National Bancorp
Indiana
$1.69M +$57.9K +4,000 +5%
SCA
148
Snowden Capital Advisors
New York
$1.69M -$14.3K -989 -1%
SEC
149
Seven Eight Capital
New York
$1.57M +$1.13M +77,926 New
OPERF
150
Oregon Public Employees Retirement Fund
Oregon
$1.55M +$8.68K +600 +0.8%

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.