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412 hedge funds and large institutions have $4.9B invested in Macy's in 2023 Q4 according to their latest regulatory filings, with 105 funds opening new positions, 119 increasing their positions, 135 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

89% more capital invested

Capital invested by funds: $2.59B → $4.9B (+$2.31B)

46% more first-time investments, than exits

New positions opened: 105 | Existing positions closed: 72

8% more funds holding

Funds holding: 383412 (+29)

7.41% more ownership

Funds ownership: 81.4%88.81% (+7.4%)

12% less repeat investments, than reductions

Existing positions increased: 119 | Existing positions reduced: 135

27% less call options, than puts

Call options by funds: $422M | Put options by funds: $575M

Holders
412
Holders Change
+29
Holders Change %
+7.57%
% of All Funds
6.01%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
105
Increased
119
Reduced
135
Closed
72
Calls
$422M
Puts
$575M
Net Calls
-$153M
Net Calls Change
-$135M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$704M -$20.4M -1,411,965 -4%
BlackRock
2
BlackRock
New York
$506M -$11M -760,037 -3%
Nomura Holdings
3
Nomura Holdings
Japan
$391M +$278M +19,221,730 +10,114%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$249M +$24.4M +1,685,986 +16%
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$234M +$4.2M +289,921 +3%
State Street
6
State Street
Massachusetts
$223M -$5.33M -368,216 -3%
Newport Trust Company
7
Newport Trust Company
District of Columbia
$153M -$2.76M -190,893 -2%
Morgan Stanley
8
Morgan Stanley
New York
$151M +$49.2M +3,398,734 +83%
LSV Asset Management
9
LSV Asset Management
Illinois
$111M -$818K -56,547 -1%
Citadel Advisors
10
Citadel Advisors
Florida
$93.8M +$18.6M +1,287,182 +38%
AL
11
Appaloosa LP
New Jersey
$89.5M -$7.96M -550,000 -11%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$89.5M +$3.19M +220,435 +5%
American Century Companies
13
American Century Companies
Missouri
$77.4M +$8.07M +557,453 +17%
Millennium Management
14
Millennium Management
New York
$76.5M +$19.5M +1,344,743 +55%
AQR Capital Management
15
AQR Capital Management
Connecticut
$75.1M -$22.3M -1,540,561 -29%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$66.7M +$3.99M +275,842 +9%
Norges Bank
17
Norges Bank
Norway
$62.5M +$14.5M +1,005,363 +48%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$58.8M +$35.7M +2,470,023 +543%
Deutsche Bank
19
Deutsche Bank
Germany
$52.5M +$912K +63,042 +2%
Jane Street
20
Jane Street
New York
$51.6M +$30.2M +2,084,110 +436%
Charles Schwab
21
Charles Schwab
California
$47.7M +$198K +13,712 +0.6%
Northern Trust
22
Northern Trust
Illinois
$41.2M -$64K -4,423 -0.2%
DLA
23
Douglas Lane & Associates
New York
$41.1M -$2.36M -163,254 -7%
First Trust Advisors
24
First Trust Advisors
Illinois
$40.2M +$4.81M +332,465 +20%
Capital World Investors
25
Capital World Investors
California
$38.2M

M Hedge Fund Activity: Q4 2023 in Review

412 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q4 2023, worth a combined $4.9B — up 89% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 105 funds opened new M positions and 72 closed out — a net gain of 33 holders — while 119 added to existing stakes and 135 trimmed.

The largest buyer was Nomura Holdings, adding an estimated $278M. The largest seller was Balyasny Asset Management, cutting an estimated $64.1M.

  • 412 institutional investors held Macy's (M) as of Q4 2023, up from 383 in Q3 2023.
  • Funds reported $4.9B of Macy's stock for Q4 2023, up 89% quarter-over-quarter.
  • 105 funds opened new Macy's positions in Q4 2023 and 72 closed out, a net change of +33 holders.
  • The largest Macy's buyer in Q4 2023 was Nomura Holdings, an estimated $278M added.
  • The largest Macy's seller in Q4 2023 was Balyasny Asset Management, an estimated $64.1M sold.

Based on aggregated 13F filings for Q4 2023.