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Marriott International

1,231 hedge funds and large institutions have $34.9B invested in Marriott International in 2023 Q3 according to their latest regulatory filings, with 121 funds opening new positions, 415 increasing their positions, 456 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 68

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

6% more capital invested

Capital invested by funds: $32.8B → $34.9B (+$2.08B)

3% more funds holding

Funds holding: 1,1931,231 (+38)

0.37% more ownership

Funds ownership: 58.84%59.21% (+0.37%)

9% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 456

25% less call options, than puts

Call options by funds: $992M | Put options by funds: $1.32B

Holders
1,231
Holders Change
+38
Holders Change %
+3.19%
% of All Funds
19.54%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.24%
New
121
Increased
415
Reduced
456
Closed
68
Calls
$992M
Puts
$1.32B
Net Calls
-$330M
Net Calls Change
-$458M
Name Holding Trade Value Shares
Change
Change in
Stake
AFAS
376
Acorn Financial Advisory Services
Virginia
$3.23M +$2.33M +11,746 +249%
PI
377
Putnam Investments
Massachusetts
$3.2M -$622K -3,130 -16%
Wealthfront Advisers
378
Wealthfront Advisers
California
$3.19M +$12.7K +64 +0.4%
BSW
379
Buckingham Strategic Wealth
Missouri
$3.18M +$199 +1 +0%
BC
380
Burney Company
Virginia
$3.17M -$2.45M -12,331 -43%
BBNA
381
Bremer Bank National Association
Minnesota
$3.14M +$202K +1,016 +7%
CC
382
Centiva Capital
New York
$3.09M +$163K +822 +6%
Northwestern Mutual Wealth Management
383
Northwestern Mutual Wealth Management
Wisconsin
$3.01M -$13.1K -66 -0.4%
AWS
384
Atria Wealth Solutions
New York
$2.98M +$162K +817 +6%
CG
385
Carmignac Gestion
France
$2.95M -$251K -1,264 -8%
NSAM
386
North Star Asset Management
Wisconsin
$2.94M
BBVA
387
Banco Bilbao Vizcaya Argentaria
Spain
$2.93M -$333K -1,675 -10%
GCM
388
Genus Capital Management
British Columbia, Canada
$2.93M -$37.7K -190 -1%
A
389
AustralianSuper
Australia
$2.92M
NIM
390
NEOS Investment Management
Connecticut
$2.92M +$2.95M +14,848 New
OC
391
Oppenheimer & Co
New York
$2.92M -$961K -4,837 -25%
SPC
392
Sigma Planning Corp
Michigan
$2.91M -$444K -2,234 -13%
Lido Advisors
393
Lido Advisors
California
$2.87M +$50.3K +253 +2%
CSPIA
394
Cary Street Partners Investment Advisory
Virginia
$2.86M +$2.6M +13,073 +873%
RMAM
395
Raab & Moskowitz Asset Management
New Jersey
$2.83M -$1.79K -9 -0.1%
Envestnet Portfolio Solutions
396
Envestnet Portfolio Solutions
Illinois
$2.83M +$2.86M +14,403 New
CL
397
Choreo LLC
Illinois
$2.79M +$11.1K +56 +0.4%
Acadian Asset Management
398
Acadian Asset Management
Massachusetts
$2.74M -$95.6M -481,015 -97%
CI
399
Cooper Investors
Australia
$2.73M +$2.95M +14,860 New
AFM
400
Armstrong Fleming & Moore
District of Columbia
$2.69M -$34.4K -173 -1%

MAR Hedge Fund Activity: Q3 2023 in Review

1,231 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Marriott International (MAR) for Q3 2023, worth a combined $34.9B — up 6.3% from $32.8B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new MAR positions and 68 closed out — a net gain of 53 holders — while 415 added to existing stakes and 456 trimmed.

The largest buyer was Fundsmith LLP, adding an estimated $836M. The largest seller was Jennison Associates, cutting an estimated $257M.

  • 1,231 institutional investors held Marriott International (MAR) as of Q3 2023, up from 1,193 in Q2 2023.
  • Funds reported $34.9B of Marriott International stock for Q3 2023, up 6.3% quarter-over-quarter.
  • 121 funds opened new Marriott International positions in Q3 2023 and 68 closed out, a net change of +53 holders.
  • The largest Marriott International buyer in Q3 2023 was Fundsmith LLP, an estimated $836M added.
  • The largest Marriott International seller in Q3 2023 was Jennison Associates, an estimated $257M sold.

Based on aggregated 13F filings for Q3 2023.