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626 hedge funds and large institutions have $8.4B invested in Macy's in 2018 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 201 increasing their positions, 231 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.6% less ownership

Funds ownership: 92.77%92.17% (-0.6%)

3% less funds holding

Funds holding: 644626 (-18)

8% less funds holding in top 10

Funds holding in top 10: 1211 (-1)

11% less first-time investments, than exits

New positions opened: 94 | Existing positions closed: 106

13% less repeat investments, than reductions

Existing positions increased: 201 | Existing positions reduced: 231

15% less capital invested

Capital invested by funds: $9.89B → $8.4B (-$1.49B)

54% less call options, than puts

Call options by funds: $312M | Put options by funds: $676M

Holders
626
Holders Change
-18
Holders Change %
-2.8%
% of All Funds
13.95%
Holding in Top 10
11
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-8.33%
% of All Funds
0.25%
New
94
Increased
201
Reduced
231
Closed
106
Calls
$312M
Puts
$676M
Net Calls
-$364M
Net Calls Change
+$172M
Name Holding Trade Value Shares
Change
Change in
Stake
LOAMS
151
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.72M +$1.55M +47,080 +60%
GI
152
GAMCO Investors
Connecticut
$3.71M -$844K -25,650 -17%
Nomura Holdings
153
Nomura Holdings
Japan
$3.68M +$79.7K +2,420 +2%
SRAM
154
Stone Ridge Asset Management
New York
$3.59M -$25.6K -778 -0.6%
Assenagon Asset Management
155
Assenagon Asset Management
Luxembourg
$3.46M +$3.82M +116,124 New
Millennium Management
156
Millennium Management
New York
$3.46M +$2.67M +81,148 +233%
MOACM
157
Mutual of America Capital Management
New York
$3.43M +$2.48M +75,389 +190%
MCIM
158
Meadow Creek Investment Management
Georgia
$3.41M -$2.1M -63,728 -36%
Aviva
159
Aviva
United Kingdom
$3.4M -$1.11M -33,640 -23%
Stifel Financial
160
Stifel Financial
Missouri
$3.37M +$374K +11,365 +11%
State of Tennessee, Department of Treasury
161
State of Tennessee, Department of Treasury
Tennessee
$3.35M +$266K +8,071 +8%
Simplex Trading
162
Simplex Trading
Illinois
$3.27M +$1.44M +43,873 +66%
Man Group
163
Man Group
United Kingdom
$3.26M -$5.58M -169,574 -61%
EF
164
Empowered Funds
Pennsylvania
$3.26M +$691K +20,979 +24%
SB
165
Suntrust Banks
Georgia
$3.25M +$1.25M +37,862 +53%
JGC
166
J. Goldman & Co
New York
$3.23M -$25.5M -774,793 -88%
AG
167
Advisor Group
Arizona
$3.2M -$1.55M -47,088 -30%
BCIM
168
British Columbia Investment Management
British Columbia, Canada
$3.1M -$3.11M -94,318 -48%
JIR
169
James Investment Research
Ohio
$3.09M -$494K -15,004 -13%
Wealthfront Advisers
170
Wealthfront Advisers
California
$3.03M +$3.35M +101,828 New
VIA
171
Vident Investment Advisory
Georgia
$3.01M -$268K -8,141 -7%
SEI Investments
172
SEI Investments
Pennsylvania
$2.94M +$323K +9,798 +12%
AB
173
AT Bancorp
Iowa
$2.92M -$685K -20,805 -18%
CA
174
Commerzbank Aktiengesellschaft
Germany
$2.9M -$1.6M -48,575 -33%
KBC Group
175
KBC Group
Belgium
$2.81M +$91.4K +2,775 +3%

M Hedge Fund Activity: Q4 2018 in Review

626 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q4 2018, worth a combined $8.4B — down 15% from $9.89B a quarter earlier.

Sellers outnumbered buyers: 106 funds closed out of M and 94 opened new positions — a net loss of 12 holders — while 231 trimmed existing stakes and 201 added.

The largest buyer was AQR Capital Management, adding an estimated $173M. The largest seller was American International Group, cutting an estimated $181M.

  • 626 institutional investors held Macy's (M) as of Q4 2018, down from 644 in Q3 2018.
  • Funds reported $8.4B of Macy's stock for Q4 2018, down 15% quarter-over-quarter.
  • 94 funds opened new Macy's positions in Q4 2018 and 106 closed out, a net change of -12 holders.
  • The largest Macy's buyer in Q4 2018 was AQR Capital Management, an estimated $173M added.
  • The largest Macy's seller in Q4 2018 was American International Group, an estimated $181M sold.

Based on aggregated 13F filings for Q4 2018.