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742 hedge funds and large institutions have $20.1B invested in Macy's in 2015 Q1 according to their latest regulatory filings, with 86 funds opening new positions, 271 increasing their positions, 298 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more funds holding in top 10

Funds holding in top 10: 2126 (+5)

19% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 72

1.11% more ownership

Funds ownership: 90.15%91.26% (+1.1%)

0% more funds holding

Funds holding: 741742 (+1)

1% less capital invested

Capital invested by funds: $20.4B → $20.1B (-$295M)

9% less repeat investments, than reductions

Existing positions increased: 271 | Existing positions reduced: 298

13% less call options, than puts

Call options by funds: $220M | Put options by funds: $254M

Holders
742
Holders Change
+1
Holders Change %
+0.13%
% of All Funds
19.78%
Holding in Top 10
26
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+23.81%
% of All Funds
0.69%
New
86
Increased
271
Reduced
298
Closed
72
Calls
$220M
Puts
$254M
Net Calls
-$34M
Net Calls Change
+$128M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.2B +$21.7M +337,131 +2%
State Street
2
State Street
Massachusetts
$957M -$27.4M -425,494 -3%
BIT
3
BlackRock Institutional Trust
California
$621M -$1.11M -17,228 -0.2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$611M +$124M +1,931,270 +26%
Capital World Investors
5
Capital World Investors
California
$597M +$6.44M +100,000 +1%
Boston Partners
6
Boston Partners
Massachusetts
$529M -$22.2M -345,643 -4%
Morgan Stanley
7
Morgan Stanley
New York
$520M +$45.7M +710,711 +10%
Allianz Asset Management
8
Allianz Asset Management
Germany
$465M -$15.2M -236,784 -3%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$409M -$44.5M -691,821 -10%
Invesco
10
Invesco
Georgia
$379M +$19.9M +309,575 +6%
VOYA Investment Management
11
VOYA Investment Management
Georgia
$360M +$877K +13,630 +0.2%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$341M -$51M -793,214 -13%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$341M +$5.19M +80,702 +2%
American Century Companies
14
American Century Companies
Missouri
$329M -$17.4M -270,734 -5%
BFA
15
BlackRock Fund Advisors
California
$318M +$576K +8,946 +0.2%
AIM
16
abrdn Investment Management
United Kingdom
$318M +$130M +2,026,557 +71%
Franklin Resources
17
Franklin Resources
California
$313M -$67.6M -1,049,807 -18%
Northern Trust
18
Northern Trust
Illinois
$312M -$11.3M -175,808 -4%
TCIM
19
TIAA CREF Investment Management
New York
$284M +$16.3M +253,561 +6%
Deutsche Bank
20
Deutsche Bank
Germany
$263M +$8.55M +132,850 +3%
JP Morgan Chase
21
JP Morgan Chase
New York
$259M +$21.5M +334,366 +9%
O
22
OppenheimerFunds
New York
$228M -$54.5M -847,318 -19%
Ameriprise
23
Ameriprise
Minnesota
$225M -$12.3M -191,155 -5%
Ninety One (UK)
24
Ninety One (UK)
United Kingdom
$221M +$12M +186,035 +6%
Norges Bank
25
Norges Bank
Norway
$211M +$6.18M +95,960 +3%

M Hedge Fund Activity: Q1 2015 in Review

742 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q1 2015, worth a combined $20.1B — down 1.4% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new M positions and 72 closed out — a net gain of 14 holders — while 271 added to existing stakes and 298 trimmed.

The largest buyer was abrdn Investment Management, adding an estimated $130M. The largest seller was AllianceBernstein, cutting an estimated $142M.

  • 742 institutional investors held Macy's (M) as of Q1 2015, up from 741 in Q4 2014.
  • Funds reported $20.1B of Macy's stock for Q1 2015, down 1.4% quarter-over-quarter.
  • 86 funds opened new Macy's positions in Q1 2015 and 72 closed out, a net change of +14 holders.
  • The largest Macy's buyer in Q1 2015 was abrdn Investment Management, an estimated $130M added.
  • The largest Macy's seller in Q1 2015 was AllianceBernstein, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2015.