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608 hedge funds and large institutions have $8.15B invested in Macy's in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 186 increasing their positions, 234 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

22% more capital invested

Capital invested by funds: $6.69B → $8.15B (+$1.46B)

14% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 77

2.69% more ownership

Funds ownership: 87.3%89.99% (+2.7%)

1% more funds holding

Funds holding: 602608 (+6)

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 234

57% less call options, than puts

Call options by funds: $271M | Put options by funds: $625M

Holders
608
Holders Change
+6
Holders Change %
+1%
% of All Funds
13.94%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
88
Increased
186
Reduced
234
Closed
77
Calls
$271M
Puts
$625M
Net Calls
-$354M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
CCP
201
Corient Capital Partners
California
$2.64M +$1.15M +42,706 +93%
ED
202
Exane Derivatives
France
$2.61M +$1.14M +42,229 +89%
SWMG
203
Signature Wealth Management Group
Georgia
$2.42M +$63.1K +2,334 +3%
Stifel Financial
204
Stifel Financial
Missouri
$2.42M -$3.19M -117,886 -59%
3C
205
361 Capital
Colorado
$2.39M +$2.17M +80,353 New
TPSF
206
Texas Permanent School Fund
Texas
$2.34M -$119K -4,400 -5%
KBC Group
207
KBC Group
Belgium
$2.33M -$290K -10,738 -12%
Comerica Bank
208
Comerica Bank
Texas
$2.27M -$34.2K -1,267 -2%
BBWA
209
Bell & Brown Wealth Advisors
California
$2.19M -$211K -7,823 -10%
Nomura Asset Management
210
Nomura Asset Management
Japan
$2.12M -$65.2K -2,413 -3%
CGH
211
Crossmark Global Holdings
Texas
$2.1M -$47.4K -1,754 -2%
PA
212
Pinnacle Associates
New York
$2.09M -$441K -16,320 -19%
ASN
213
Advisory Services Network
Georgia
$2.09M +$1.5M +55,481 +378%
LAM
214
Lingohr Asset Management
Germany
$2.03M +$313K +11,600 +20%
WC
215
Wexford Capital
Florida
$2.03M -$10.2M -376,727 -85%
GS
216
Gagnon Securities
New York
$1.99M +$26K +963 +1%
RJFSA
217
Raymond James Financial Services Advisors
Florida
$1.93M +$1.07M +39,670 +158%
FA
218
FDx Advisors
Illinois
$1.91M -$87.5K -3,240 -5%
SFM
219
Systematic Financial Management
New Jersey
$1.91M +$1.73M +64,045 New
PCM
220
Palouse Capital Management
Washington
$1.88M -$10.4K -385 -0.6%
LTFS
221
Ladenburg Thalmann Financial Services
Florida
$1.87M +$1.12M +41,269 +190%
Commonwealth Equity Services
222
Commonwealth Equity Services
Massachusetts
$1.87M +$60.6K +2,244 +4%
BTS
223
BB&T Securities
Virginia
$1.87M -$243K -8,981 -13%
SB
224
Suntrust Banks
Georgia
$1.85M +$123K +4,567 +8%
HIMCH
225
Hartford Investment Management Co (HIMCO)
Connecticut
$1.84M -$51.6K -1,911 -3%

M Hedge Fund Activity: Q1 2018 in Review

608 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q1 2018, worth a combined $8.15B — up 22% from $6.69B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new M positions and 77 closed out — a net gain of 11 holders — while 186 added to existing stakes and 234 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $107M. The largest seller was Wellington Management Group, cutting an estimated $77.4M.

  • 608 institutional investors held Macy's (M) as of Q1 2018, up from 602 in Q4 2017.
  • Funds reported $8.15B of Macy's stock for Q1 2018, up 22% quarter-over-quarter.
  • 88 funds opened new Macy's positions in Q1 2018 and 77 closed out, a net change of +11 holders.
  • The largest Macy's buyer in Q1 2018 was Renaissance Technologies, an estimated $107M added.
  • The largest Macy's seller in Q1 2018 was Wellington Management Group, an estimated $77.4M sold.

Based on aggregated 13F filings for Q1 2018.