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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
RJFSA
201
Raymond James Financial Services Advisors
Florida
$659K -$8.39K -580 -2%
CAN
202
Cetera Advisor Networks
California
$645K -$2.13M -147,511 -82%
Mariner
203
Mariner
Kansas
$645K +$252K +17,404 +119%
NCFG
204
New Century Financial Group
New Jersey
$628K +$452K +31,229 New
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$628K -$45.2K -3,121 -9%
EGM
206
Engineers Gate Manager
New York
$625K -$1.84M -127,136 -80%
FIM
207
Fruth Investment Management
Texas
$618K +$4.34K +300 +1%
Pictet Asset Management
208
Pictet Asset Management
Switzerland
$608K -$46.3K -3,197 -10%
Pathstone Holdings
209
Pathstone Holdings
New Jersey
$600K +$431K +29,772 New
SOADOR
210
State of Alaska Department of Revenue
Alaska
$594K -$41K -2,830 -9%
BAM
211
Byrne Asset Management
New Jersey
$580K
CGH
212
Crossmark Global Holdings
Texas
$522K -$38.4K -2,657 -9%
JGC
213
J. Goldman & Co
New York
$521K +$375K +25,913 New
PNC Financial Services Group
214
PNC Financial Services Group
Pennsylvania
$517K +$1.38K +95 +0.4%
CAPTRUST Financial Advisors
215
CAPTRUST Financial Advisors
North Carolina
$512K +$56.2K +3,883 +18%
OR
216
Olympiad Research
Connecticut
$502K +$361K +24,938 New
PCM
217
Prelude Capital Management
New York
$502K +$361K +24,938 New
CC
218
Corton Capital
Ontario, Canada
$499K +$359K +24,781 New
Mitsubishi UFJ Asset Management
219
Mitsubishi UFJ Asset Management
Japan
$493K +$377K +26,038 New
EP
220
Edgestream Partners
New Jersey
$474K -$944K -65,220 -73%
M&T Bank
221
M&T Bank
New York
$473K -$32.6K -2,254 -9%
SAM
222
Securian Asset Management
Minnesota
$464K
CB
223
Commerce Bank
Missouri
$463K -$6.87K -475 -2%
AWM
224
AE Wealth Management
Kansas
$463K +$354K +24,479 New
Wolverine Trading
225
Wolverine Trading
Illinois
$442K +$318K +21,976 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.