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414 hedge funds and large institutions have $3.86B invested in Macy's in 2024 Q4 according to their latest regulatory filings, with 63 funds opening new positions, 140 increasing their positions, 134 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

16% more capital invested

Capital invested by funds: $3.33B → $3.86B (+$530M)

5.55% more ownership

Funds ownership: 76.51%82.06% (+5.5%)

4% more repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 134

7% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 68

2% less funds holding

Funds holding: 424414 (-10)

28% less call options, than puts

Call options by funds: $243M | Put options by funds: $336M

Holders
414
Holders Change
-10
Holders Change %
-2.36%
% of All Funds
5.45%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.07%
New
63
Increased
140
Reduced
134
Closed
68
Calls
$243M
Puts
$336M
Net Calls
-$93.2M
Net Calls Change
-$4.45M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$550M -$12.1M -758,366 -2%
BlackRock
2
BlackRock
New York
$446M -$8.72M -547,243 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$267M +$18.3M +1,149,454 +8%
State Street
4
State Street
Massachusetts
$159M +$4.61M +289,285 +3%
CCPM
5
Cooper Creek Partners Management
New York
$133M +$25.9M +1,627,572 +26%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$127M +$44.8M +2,812,151 +60%
Newport Trust Company
7
Newport Trust Company
District of Columbia
$124M -$1.55M -97,424 -1%
American Century Companies
8
American Century Companies
Missouri
$121M +$12.3M +774,693 +12%
Norges Bank
9
Norges Bank
Norway
$96.7M +$911K +57,205 +1%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$86.1M +$573K +35,935 +0.7%
UBS Group
11
UBS Group
Switzerland
$79.2M +$72.7M +4,563,517 +3,925%
LSV Asset Management
12
LSV Asset Management
Illinois
$78.9M -$8.08M -507,200 -10%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$70.5M -$31.9M -2,003,751 -32%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$68M -$938K -58,903 -1%
Allianz Asset Management
15
Allianz Asset Management
Germany
$59.5M +$6.55M +411,412 +13%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$56.1M +$6.68M +419,261 +14%
Morgan Stanley
17
Morgan Stanley
New York
$49.9M +$2M +125,283 +4%
JCM
18
Junto Capital Management
New York
$48.8M +$45.9M +2,880,986 New
Charles Schwab
19
Charles Schwab
California
$47M +$1.83M +114,586 +4%
Northern Trust
20
Northern Trust
Illinois
$45.8M +$10.9M +684,602 +34%
Point72 Asset Management
21
Point72 Asset Management
Connecticut
$43.6M +$23.6M +1,479,023 +135%
Deutsche Bank
22
Deutsche Bank
Germany
$42.2M -$335K -21,042 -0.8%
Marshall Wace
23
Marshall Wace
United Kingdom
$40.4M +$35.2M +2,207,809 +1,231%
Squarepoint
24
Squarepoint
New York
$39.8M +$34.9M +2,191,504 +1,368%
Goldman Sachs
25
Goldman Sachs
New York
$39.4M -$6.34M -398,061 -15%

M Hedge Fund Activity: Q4 2024 in Review

414 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Macy's (M) for Q4 2024, worth a combined $3.86B — up 16% from $3.33B a quarter earlier.

Sellers outnumbered buyers: 68 funds closed out of M and 63 opened new positions — a net loss of 5 holders — while 134 trimmed existing stakes and 140 added.

The largest buyer was UBS Group, adding an estimated $72.7M. The largest seller was Wellington Management Group, cutting an estimated $31.9M.

  • 414 institutional investors held Macy's (M) as of Q4 2024, down from 424 in Q3 2024.
  • Funds reported $3.86B of Macy's stock for Q4 2024, up 16% quarter-over-quarter.
  • 63 funds opened new Macy's positions in Q4 2024 and 68 closed out, a net change of -5 holders.
  • The largest Macy's buyer in Q4 2024 was UBS Group, an estimated $72.7M added.
  • The largest Macy's seller in Q4 2024 was Wellington Management Group, an estimated $31.9M sold.

Based on aggregated 13F filings for Q4 2024.