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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
CCP
201
Corient Capital Partners
California
$2.12M -$375K -11,400 -14%
ProShare Advisors
202
ProShare Advisors
Maryland
$2.1M +$369K +11,194 +19%
TI
203
Trexquant Investment
Connecticut
$2.07M +$2.29M +69,509 New
EF
204
Empirical Finance
Pennsylvania
$2.04M +$827K +25,122 +58%
GIBU
205
Gulf International Bank (UK)
United Kingdom
$2.01M -$801K -24,326 -26%
SCP
206
Stamos Capital Partners
California
$1.99M +$2.2M +66,700 New
CC
207
Cognios Capital
Kansas
$1.97M +$2.18M +66,260 New
SO
208
STRS Ohio
Ohio
$1.95M -$118K -3,579 -5%
TAM
209
Tyers Asset Management
Texas
$1.95M -$1.2M -36,416 -36%
SFM
210
Systematic Financial Management
New Jersey
$1.92M -$367K -11,142 -15%
BTS
211
BB&T Securities
Virginia
$1.9M -$1.03M -31,418 -33%
EP
212
Edgestream Partners
New Jersey
$1.9M +$1.89M +57,376 +897%
TEE
213
Tibra Equities Europe
United Kingdom
$1.9M +$2.1M +63,700 New
WAM
214
Wakefield Asset Management
Colorado
$1.89M -$1.32M -40,180 -39%
BBWA
215
Bell & Brown Wealth Advisors
California
$1.88M -$48.6K -1,477 -2%
TPSF
216
Texas Permanent School Fund
Texas
$1.84M -$233K -7,068 -10%
AIL
217
AGF Investments LLC
Ontario, Canada
$1.81M +$490K +14,870 +32%
NB
218
Norinchukin Bank
Japan
$1.75M +$555K +16,843 +40%
Korea Investment Corp
219
Korea Investment Corp
South Korea
$1.74M -$3.1M -94,200 -62%
XK
220
Xact Kapitalforvaltning
Sweden
$1.72M +$75.7K +2,300 +4%
CPO
221
Cerity Partners OCIO
New York
$1.72M +$680K +20,665 +56%
URS
222
Utah Retirement Systems
Utah
$1.7M +$3.29K +100 +0.2%
CIBC World Market
223
CIBC World Market
Ontario, Canada
$1.69M +$192K +5,839 +11%
Impax Asset Management Group
224
Impax Asset Management Group
United Kingdom
$1.68M -$3.15M -95,812 -63%
PA
225
Pinnacle Associates
New York
$1.67M -$173K -5,248 -9%

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.