We are live on ! Find out more

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
Verition Fund Management
176
Verition Fund Management
Connecticut
$1.07M -$2.05M -141,514 -73%
CANY
177
Caxton Associates (New York)
New York
$1.04M -$1.41M -97,593 -65%
Handelsbanken Fonder
178
Handelsbanken Fonder
Sweden
$1.02M
TAL
179
TIG Advisors LLC
New York
$1.01M +$729K +50,355 New
FP
180
Factorial Partners
New York
$1.01M
WMSA
181
Weiss Multi-Strategy Advisers
New York
$1.01M +$724K +50,000 New
Tudor Investment Corp
182
Tudor Investment Corp
Connecticut
$994K +$715K +49,419 New
EI
183
Ethic Inc
New York
$976K +$420K +28,989 +149%
AIMCA
184
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$899K
SIM
185
SummerHaven Investment Management
Connecticut
$866K +$8.02K +554 +1%
Pacer Advisors
186
Pacer Advisors
Pennsylvania
$828K +$265K +18,317 +80%
Impax Asset Management Group
187
Impax Asset Management Group
United Kingdom
$825K +$593K +41,000 New
CL
188
CSS LLC
Illinois
$815K +$543K +37,500 +1,250%
Aviva
189
Aviva
United Kingdom
$814K +$585K +40,444 New
Federated Hermes
190
Federated Hermes
Pennsylvania
$802K -$69.1K -4,772 -11%
DWT
191
Dorsey & Whitney Trust
South Dakota
$782K +$105K +7,280 +23%
Walleye Capital
192
Walleye Capital
New York
$778K -$2.36M -163,146 -81%
OQS
193
Occudo Quantitative Strategies
Florida
$767K +$552K +38,146 New
LGA
194
Lebenthal Global Advisors
New York
$726K -$315K -21,800 -38%
QT
195
Quantbot Technologies
New York
$722K +$519K +35,888 New
X
196
Xponance
Pennsylvania
$697K +$29.1K +2,013 +6%
Rafferty Asset Management
197
Rafferty Asset Management
New York
$694K -$54.9K -3,793 -10%
Truist Financial
198
Truist Financial
North Carolina
$681K -$57K -3,939 -10%
OTL
199
Oak Thistle LLC
New York
$672K +$483K +33,402 New
AG
200
Algert Global
California
$670K +$482K +33,300 New

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.