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608 hedge funds and large institutions have $8.15B invested in Macy's in 2018 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 186 increasing their positions, 234 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

22% more capital invested

Capital invested by funds: $6.69B → $8.15B (+$1.46B)

14% more first-time investments, than exits

New positions opened: 88 | Existing positions closed: 77

2.69% more ownership

Funds ownership: 87.3%89.99% (+2.7%)

1% more funds holding

Funds holding: 602608 (+6)

21% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 234

57% less call options, than puts

Call options by funds: $271M | Put options by funds: $625M

Holders
608
Holders Change
+6
Holders Change %
+1%
% of All Funds
13.94%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.32%
New
88
Increased
186
Reduced
234
Closed
77
Calls
$271M
Puts
$625M
Net Calls
-$354M
Net Calls Change
+$207M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$937M +$7.48M +276,944 +0.9%
BlackRock
2
BlackRock
New York
$829M +$72.1M +2,667,028 +11%
AIG
3
American International Group
New York
$704M -$6.55M -242,326 -1%
State Street
4
State Street
Massachusetts
$401M -$13.6M -504,154 -4%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$292M -$23M -852,138 -8%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$264M +$28.8M +1,064,651 +14%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$225M +$57.3M +2,120,000 +39%
CIM
8
Contrarius Investment Management
Jersey
$188M +$4.18M +154,835 +3%
PP
9
Prudential plc
United Kingdom
$155M -$30.2M -1,117,200 -18%
Prudential Financial
10
Prudential Financial
New Jersey
$149M +$94.9M +3,511,574 +236%
Deutsche Bank
11
Deutsche Bank
Germany
$142M +$54.3M +2,011,447 +73%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$139M +$17.6M +650,017 +16%
Northern Trust
13
Northern Trust
Illinois
$129M -$316K -11,690 -0.3%
LSV Asset Management
14
LSV Asset Management
Illinois
$128M +$10.5M +387,737 +10%
Renaissance Technologies
15
Renaissance Technologies
New York
$118M +$107M +3,969,864 New
Norges Bank
16
Norges Bank
Norway
$104M -$11.6M -430,790 -11%
Goldman Sachs
17
Goldman Sachs
New York
$101M -$14.4M -534,747 -14%
Charles Schwab
18
Charles Schwab
California
$92M +$10.7M +397,319 +15%
Canada Life
19
Canada Life
Manitoba, Canada
$83.5M +$14.6M +540,279 +24%
PPA
20
Parametric Portfolio Associates
Washington
$62.9M +$7.61M +281,535 +15%
DLA
21
Douglas Lane & Associates
New York
$62.5M -$194K -7,168 -0.3%
GC
22
Guggenheim Capital
Illinois
$59M -$1.37M -50,567 -2%
Legal & General Group
23
Legal & General Group
United Kingdom
$59M -$598K -22,118 -1%
UBS AM
24
UBS AM
Illinois
$58.5M +$5.84M +216,213 +12%
HP
25
Holowesko Partners
Bahamas
$58.2M +$9.86M +365,000 +23%

M Hedge Fund Activity: Q1 2018 in Review

608 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q1 2018, worth a combined $8.15B — up 22% from $6.69B a quarter earlier.

Buyers outnumbered sellers: 88 funds opened new M positions and 77 closed out — a net gain of 11 holders — while 186 added to existing stakes and 234 trimmed.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $107M. The largest seller was Wellington Management Group, cutting an estimated $77.4M.

  • 608 institutional investors held Macy's (M) as of Q1 2018, up from 602 in Q4 2017.
  • Funds reported $8.15B of Macy's stock for Q1 2018, up 22% quarter-over-quarter.
  • 88 funds opened new Macy's positions in Q1 2018 and 77 closed out, a net change of +11 holders.
  • The largest Macy's buyer in Q1 2018 was Renaissance Technologies, an estimated $107M added.
  • The largest Macy's seller in Q1 2018 was Wellington Management Group, an estimated $77.4M sold.

Based on aggregated 13F filings for Q1 2018.