Macy's
682 hedge funds and large institutions have $18.3B invested in Macy's in 2014 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 258 increasing their positions, 271 reducing their positions, and 44 closing their positions.
39% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 44
1.94% more ownership
Funds ownership: 87.06% → 89% (+1.9%)
2% more funds holding
Funds holding: 671 → 682 (+11)
0% more capital invested
Capital invested by funds: $18.2B → $18.3B (+$78.5M)
5% less repeat investments, than reductions
Existing positions increased: 258 | Existing positions reduced: 271
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
28% less call options, than puts
Call options by funds: $150M | Put options by funds: $207M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$354M |
| 2 |
O
OppenheimerFunds
New York
|
+$209M |
| 3 |
Morgan Stanley
New York
|
+$170M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
+$133M |
| 5 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
+$55.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$216M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$187M |
| 3 |
Renaissance Technologies
New York
|
-$116M |
| 4 |
JP Morgan Chase
New York
|
-$109M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$95.8M |
M Hedge Fund Activity: Q3 2014 in Review
682 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q3 2014, worth a combined $18.3B — up 0.43% from $18.2B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new M positions and 44 closed out — a net gain of 17 holders — while 258 added to existing stakes and 271 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $354M. The largest seller was Vanguard Group, cutting an estimated $216M.
- 682 institutional investors held Macy's (M) as of Q3 2014, up from 671 in Q2 2014.
- Funds reported $18.3B of Macy's stock for Q3 2014, up 0.43% quarter-over-quarter.
- 61 funds opened new Macy's positions in Q3 2014 and 44 closed out, a net change of +17 holders.
- The largest Macy's buyer in Q3 2014 was Allianz Asset Management, an estimated $354M added.
- The largest Macy's seller in Q3 2014 was Vanguard Group, an estimated $216M sold.
Based on aggregated 13F filings for Q3 2014.