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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
PCM
151
Penserra Capital Management
California
$1.55M -$65K -4,491 -6%
LSERS
152
Louisiana State Employees Retirement System
Louisiana
$1.55M -$4.34K -300 -0.4%
ASRS
153
Arizona State Retirement System
Arizona
$1.54M -$16K -1,105 -1%
GC
154
Guggenheim Capital
Illinois
$1.54M +$430K +29,688 +63%
Mirae Asset Global Investments
155
Mirae Asset Global Investments
South Korea
$1.53M +$1.1M +75,907 New
Macquarie Group
156
Macquarie Group
Australia
$1.48M -$18M -1,245,135 -94%
WTG
157
West Tower Group
Virginia
$1.42M -$1.25M -86,087 -55%
Thrivent Financial for Lutherans
158
Thrivent Financial for Lutherans
Minnesota
$1.38M +$1.71K +118 +0.2%
MFG
159
MidWestOne Financial Group
Iowa
$1.37M -$866K -59,823 -47%
ASC
160
Atalanta Sosnoff Capital
New York
$1.36M +$978K +67,600 New
CM
161
Caption Management
Oklahoma
$1.32M +$951K +65,700 New
SOMRS
162
State of Michigan Retirement System
Michigan
$1.32M +$7.24K +500 +0.8%
ICM
163
Islay Capital Management
Texas
$1.3M +$936K +64,647 New
BI
164
Bramshill Investments
Florida
$1.29M -$318K -22,000 -26%
AIP
165
Ameritas Investment Partners
Nebraska
$1.23M
Creative Planning
166
Creative Planning
Kansas
$1.23M +$508K +35,100 +135%
NMIMC
167
Northwestern Mutual Investment Management Company
Wisconsin
$1.22M +$6.27K +433 +0.7%
LS
168
Livforsakringsbolaget Skandia
Sweden
$1.22M
Teacher Retirement System of Texas
169
Teacher Retirement System of Texas
Texas
$1.22M +$225K +15,566 +35%
COPPSERS
170
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.21M +$75.1K +5,192 +9%
LOAMU
171
Lombard Odier Asset Management (USA)
New York
$1.21M +$868K +60,000 New
Zurich Cantonal Bank
172
Zurich Cantonal Bank
Switzerland
$1.18M +$142K +9,833 +20%
MA
173
Mutual Advisors
Nebraska
$1.13M -$118K -8,171 -13%
NMERB
174
New Mexico Educational Retirement Board
New Mexico
$1.11M
Commonwealth Equity Services
175
Commonwealth Equity Services
Massachusetts
$1.08M -$8.35K -577 -1%

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.