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376 hedge funds and large institutions have $3.65B invested in Macy's in 2023 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 131 increasing their positions, 142 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.79% more ownership

Funds ownership: 82.56%83.35% (+0.79%)

8% less repeat investments, than reductions

Existing positions increased: 131 | Existing positions reduced: 142

7% less capital invested

Capital invested by funds: $3.92B → $3.65B (-$275M)

11% less funds holding

Funds holding: 423376 (-47)

26% less call options, than puts

Call options by funds: $152M | Put options by funds: $206M

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

52% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 83

Holders
376
Holders Change
-47
Holders Change %
-11.11%
% of All Funds
5.9%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
40
Increased
131
Reduced
142
Closed
83
Calls
$152M
Puts
$206M
Net Calls
-$54.3M
Net Calls Change
+$95.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$541M -$3.65M -228,463 -0.7%
BlackRock
2
BlackRock
New York
$398M -$12.7M -791,899 -3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$193M +$25.7M +1,605,605 +15%
State Street
4
State Street
Massachusetts
$182M +$16.8M +1,050,825 +10%
Point72 Asset Management
5
Point72 Asset Management
Connecticut
$174M +$158M +9,906,912 +1,054%
Arrowstreet Capital
6
Arrowstreet Capital
Massachusetts
$149M -$19.8M -1,240,440 -12%
Newport Trust Company
7
Newport Trust Company
District of Columbia
$125M -$324K -20,260 -0.3%
LSV Asset Management
8
LSV Asset Management
Illinois
$90.7M +$1.6M +100,145 +2%
Holocene Advisors
9
Holocene Advisors
New York
$89.6M +$56.3M +3,523,368 +171%
AL
10
Appaloosa LP
New Jersey
$80.3M -$16M -1,000,000 -17%
Millennium Management
11
Millennium Management
New York
$66.9M +$47.6M +2,976,941 +250%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$66.7M +$2.54M +158,697 +4%
Morgan Stanley
13
Morgan Stanley
New York
$58.4M +$18.1M +1,134,417 +45%
Citadel Advisors
14
Citadel Advisors
Florida
$56.9M +$50.3M +3,142,955 +786%
AQR Capital Management
15
AQR Capital Management
Connecticut
$56.6M -$31.7M -1,983,440 -36%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$50.6M -$2.36M -147,809 -4%
CVA
17
Ceredex Value Advisors
Florida
$45.3M +$3.99M +249,300 +10%
American Century Companies
18
American Century Companies
Missouri
$43.7M +$16.4M +1,022,770 +60%
Ameriprise
19
Ameriprise
Minnesota
$43.5M +$3.67M +229,240 +9%
Victory Capital Management
20
Victory Capital Management
Texas
$40M +$6.14M +383,678 +18%
Charles Schwab
21
Charles Schwab
California
$39.3M +$277K +17,296 +0.7%
Goldman Sachs
22
Goldman Sachs
New York
$35.8M -$105M -6,535,899 -75%
DLA
23
Douglas Lane & Associates
New York
$34.8M +$1.05M +65,704 +3%
Northern Trust
24
Northern Trust
Illinois
$34.5M -$7.01M -438,020 -17%
RA
25
Royce & Associates
New York
$32.4M +$5.48M +342,500 +20%

M Hedge Fund Activity: Q2 2023 in Review

376 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q2 2023, worth a combined $3.65B — down 7% from $3.92B a quarter earlier.

Sellers outnumbered buyers: 83 funds closed out of M and 40 opened new positions — a net loss of 43 holders — while 142 trimmed existing stakes and 131 added.

The largest buyer was Point72 Asset Management, adding an estimated $158M. The largest seller was Goldman Sachs, cutting an estimated $105M.

  • 376 institutional investors held Macy's (M) as of Q2 2023, down from 423 in Q1 2023.
  • Funds reported $3.65B of Macy's stock for Q2 2023, down 7% quarter-over-quarter.
  • 40 funds opened new Macy's positions in Q2 2023 and 83 closed out, a net change of -43 holders.
  • The largest Macy's buyer in Q2 2023 was Point72 Asset Management, an estimated $158M added.
  • The largest Macy's seller in Q2 2023 was Goldman Sachs, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.