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383 hedge funds and large institutions have $2.59B invested in Macy's in 2023 Q3 according to their latest regulatory filings, with 74 funds opening new positions, 125 increasing their positions, 127 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

12% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 66

2% more funds holding

Funds holding: 376383 (+7)

2% less repeat investments, than reductions

Existing positions increased: 125 | Existing positions reduced: 127

10% less call options, than puts

Call options by funds: $170M | Put options by funds: $188M

1.95% less ownership

Funds ownership: 83.35%81.4% (-1.9%)

29% less capital invested

Capital invested by funds: $3.65B → $2.59B (-$1.06B)

Holders
383
Holders Change
+7
Holders Change %
+1.86%
% of All Funds
6.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
74
Increased
125
Reduced
127
Closed
66
Calls
$170M
Puts
$188M
Net Calls
-$18.4M
Net Calls Change
+$36M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$422M +$37.1M +2,645,577 +8%
BlackRock
2
BlackRock
New York
$301M +$15.5M +1,106,037 +4%
State Street
3
State Street
Massachusetts
$133M +$1.47M +104,780 +0.9%
Arrowstreet Capital
4
Arrowstreet Capital
Massachusetts
$131M +$28.2M +2,010,987 +22%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$124M -$18.6M -1,325,217 -11%
Newport Trust Company
6
Newport Trust Company
District of Columbia
$90.7M +$633K +45,159 +0.6%
LSV Asset Management
7
LSV Asset Management
Illinois
$64.8M -$939K -67,000 -1%
AQR Capital Management
8
AQR Capital Management
Connecticut
$61.2M +$24.2M +1,730,307 +49%
AL
9
Appaloosa LP
New Jersey
$58M
Balyasny Asset Management
10
Balyasny Asset Management
Illinois
$56.4M +$67.5M +4,816,692 +12,664%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$49.1M +$938K +66,932 +2%
Morgan Stanley
12
Morgan Stanley
New York
$47.6M +$6.43M +458,846 +13%
Citadel Advisors
13
Citadel Advisors
Florida
$39.2M -$2.36M -168,255 -5%
American Century Companies
14
American Century Companies
Missouri
$38.2M +$7.92M +565,269 +21%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$35.3M -$1.6M -114,400 -4%
Deutsche Bank
16
Deutsche Bank
Germany
$29.6M +$25.8M +1,841,432 +261%
Barclays
17
Barclays
United Kingdom
$29.3M +$20.7M +1,473,923 +140%
Millennium Management
18
Millennium Management
New York
$28.5M -$24M -1,712,364 -41%
GAM
19
Goldentree Asset Management
New York
$27.8M +$10M +714,560 +43%
Charles Schwab
20
Charles Schwab
California
$27.4M -$1.29M -92,290 -4%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$26.7M +$10.8M +770,760 +50%
Goldman Sachs
22
Goldman Sachs
New York
$26.5M +$741K +52,853 +2%
DLA
23
Douglas Lane & Associates
New York
$25.6M +$536K +38,220 +2%
Norges Bank
24
Norges Bank
Norway
$24.4M +$5.98M +426,698 +25%
Northern Trust
25
Northern Trust
Illinois
$23.8M -$1.39M -98,925 -5%

M Hedge Fund Activity: Q3 2023 in Review

383 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q3 2023, worth a combined $2.59B — down 29% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new M positions and 66 closed out — a net gain of 8 holders — while 125 added to existing stakes and 127 trimmed.

The largest buyer was Balyasny Asset Management, adding an estimated $67.5M. The largest seller was Point72 Asset Management, exiting entirely with an estimated $152M sold.

  • 383 institutional investors held Macy's (M) as of Q3 2023, up from 376 in Q2 2023.
  • Funds reported $2.59B of Macy's stock for Q3 2023, down 29% quarter-over-quarter.
  • 74 funds opened new Macy's positions in Q3 2023 and 66 closed out, a net change of +8 holders.
  • The largest Macy's buyer in Q3 2023 was Balyasny Asset Management, an estimated $67.5M added.
  • The largest Macy's seller in Q3 2023 was Point72 Asset Management, an estimated $152M sold.

Based on aggregated 13F filings for Q3 2023.