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645 hedge funds and large institutions have $9.47B invested in Macy's in 2016 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 205 increasing their positions, 269 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 94 | Existing positions closed: 78

1% more funds holding

Funds holding: 638645 (+7)

4% more call options, than puts

Call options by funds: $349M | Put options by funds: $336M

0.28% less ownership

Funds ownership: 86.7%86.42% (-0.28%)

3% less capital invested

Capital invested by funds: $9.76B → $9.47B (-$291M)

24% less repeat investments, than reductions

Existing positions increased: 205 | Existing positions reduced: 269

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
645
Holders Change
+7
Holders Change %
+1.1%
% of All Funds
16.13%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.17%
New
94
Increased
205
Reduced
269
Closed
78
Calls
$349M
Puts
$336M
Net Calls
+$13.1M
Net Calls Change
-$117M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.04B +$32.5M +835,386 +3%
State Street
2
State Street
Massachusetts
$513M +$19.8M +508,094 +4%
AIG
3
American International Group
New York
$428M +$458M +11,763,383 +6,694%
BIT
4
BlackRock Institutional Trust
California
$322M -$3.34M -85,921 -0.9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$275M +$13.6M +350,088 +5%
Capital World Investors
6
Capital World Investors
California
$261M +$19.4M +500,000 +7%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$257M -$237M -6,093,317 -46%
BFA
8
BlackRock Fund Advisors
California
$200M +$20.3M +521,055 +10%
T. Rowe Price Associates
9
T. Rowe Price Associates
Maryland
$197M -$4.58M -117,690 -2%
PP
10
Prudential plc
United Kingdom
$166M +$1.43M +36,750 +0.8%
Northern Trust
11
Northern Trust
Illinois
$137M -$9.99M -256,938 -6%
Norges Bank
12
Norges Bank
Norway
$136M +$12M +307,685 +9%
Prudential Financial
13
Prudential Financial
New Jersey
$127M +$8.98M +230,861 +7%
LSV Asset Management
14
LSV Asset Management
Illinois
$124M -$2.39M -61,445 -2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$124M +$34.6M +888,558 +35%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$119M +$8.48M +218,066 +7%
Goldman Sachs
17
Goldman Sachs
New York
$118M +$17.8M +458,169 +16%
SV
18
Starboard Value
New York
$108M
Deutsche Bank
19
Deutsche Bank
Germany
$102M +$24.4M +627,645 +28%
BG
20
BlackRock Group
United Kingdom
$101M +$2.13M +54,677 +2%
Allianz Asset Management
21
Allianz Asset Management
Germany
$93.4M +$9.24M +237,675 +10%
Morgan Stanley
22
Morgan Stanley
New York
$90M +$17.1M +440,199 +21%
SC
23
Sasco Capital
Connecticut
$87M -$1.34M -34,525 -1%
APG Asset Management
24
APG Asset Management
Netherlands
$83.9M +$23.9M +614,100 +33%
TCIM
25
TIAA CREF Investment Management
New York
$78M -$31.8M -816,543 -27%

M Hedge Fund Activity: Q4 2016 in Review

645 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q4 2016, worth a combined $9.47B — down 3% from $9.76B a quarter earlier.

Buyers outnumbered sellers: 94 funds opened new M positions and 78 closed out — a net gain of 16 holders — while 205 added to existing stakes and 269 trimmed.

The largest buyer was American International Group, adding an estimated $458M. The largest seller was Bank of New York Mellon, cutting an estimated $237M.

  • 645 institutional investors held Macy's (M) as of Q4 2016, up from 638 in Q3 2016.
  • Funds reported $9.47B of Macy's stock for Q4 2016, down 3% quarter-over-quarter.
  • 94 funds opened new Macy's positions in Q4 2016 and 78 closed out, a net change of +16 holders.
  • The largest Macy's buyer in Q4 2016 was American International Group, an estimated $458M added.
  • The largest Macy's seller in Q4 2016 was Bank of New York Mellon, an estimated $237M sold.

Based on aggregated 13F filings for Q4 2016.