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Marriott International
MAR

567 hedge funds and large institutions have $11.6B invested in Marriott International in 2016 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 186 increasing their positions, 227 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 6 → 8 (+2)

20% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 49

9% more capital invested

Capital invested by funds: $10.7B → $11.6B (+$917M)

2.84% more ownership

Funds ownership: 52.77% → 55.6% (+2.8%)

1% more funds holding

Funds holding: 559 → 567 (+8)

18% less repeat investments, than reductions

Existing positions increased: 186 | Existing positions reduced: 227

31% less call options, than puts

Call options by funds: $307M | Put options by funds: $446M

Holders
567
Holders Change
+8
Holders Change %
+1.43%
% of All Funds
15.11%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.21%
New
59
Increased
186
Reduced
227
Closed
49
Calls
$307M
Puts
$446M
Net Calls
-$139M
Net Calls Change
+$142M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
+$449M
2
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$232M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
+$225M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$189M
5
Ameriprise
Ameriprise
Minnesota
+$80.7M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$102M
2
JHIU
Janus Henderson Investors US
Colorado
-$98M
3
Victory Capital Management
Victory Capital Management
Texas
-$93.4M
4
Morgan Stanley
Morgan Stanley
New York
-$92.5M
5
Bank of New York Mellon
Bank of New York Mellon
New York
-$66.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
451
Congress Asset Management
Massachusetts
$233K – – –
LCM
452
Landscape Capital Management
New Jersey
$229K -$1.45M -22,225 -87%
SW
453
SVB Wealth
Massachusetts
$229K -$32.8K -501 -13%
FMBTD
454
First Midwest Bank Trust Division
Illinois
$227K -$201K -3,080 -49%
OC
455
Oppenheimer & Co
New York
$225K -$1.05M -16,099 -84%
AP
456
Advisor Partners
California
$225K +$207K +3,162 New
WP
457
WMS Partners
Maryland
$225K +$207K +3,164 New
FP
458
FDO Partners
Massachusetts
$222K -$332K -5,077 -62%
GA
459
Geneva Advisors
Illinois
$217K +$200K +3,055 New
CA
460
Cornerstone Advisors
North Carolina
$214K – – –
FMA
461
FNY Managed Accounts
New York
$214K +$196K +3,000 New
HCM
462
Highbridge Capital Management
New York
$208K -$137K -2,091 -42%
CG
463
Cutler Group
California
$206K +$190K +2,900 New
TFF
464
The Family Firm
Maryland
$203K +$187K +2,854 New
CL
465
Choreo LLC
Illinois
$201K +$184K +2,817 New
CPA
466
Court Place Advisors
Maryland
$201K +$185K +2,829 New
CCA
467
Checchi Capital Advisers
California
$193K +$178K +2,718 New
EWM
468
Evercore Wealth Management
New York
$186K +$28.3K +433 +20%
QI
469
QS Investors
New York
$173K – – –
SEIA
470
Signature Estate & Investment Advisors
California
$170K +$3.27K +50 +2%
FPFS
471
First Personal Financial Services
North Carolina
$164K – – –
DADC
472
D.A. Davidson & Co
Montana
$158K -$72.3K -1,105 -33%
JIC
473
Joel Isaacson & Co
New York
$157K – – –
PFS
474
Physicians Financial Services
North Carolina
$149K – – –
CTC
475
Central Trust Company
Missouri
$146K – – –
17 18
19
20 21

MAR Hedge Fund Activity: Q1 2016 in Review

567 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Marriott International (MAR) for Q1 2016, worth a combined $11.6B — up 8.6% from $10.7B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new MAR positions and 49 closed out — a net gain of 10 holders — while 186 added to existing stakes and 227 trimmed.

The largest buyer was Highfields Capital Management, opening a new position worth an estimated $449M. The largest seller was Citadel Advisors, cutting an estimated $102M.

  • 567 institutional investors held Marriott International (MAR) as of Q1 2016, up from 559 in Q4 2015.
  • Funds reported $11.6B of Marriott International stock for Q1 2016, up 8.6% quarter-over-quarter.
  • 59 funds opened new Marriott International positions in Q1 2016 and 49 closed out, a net change of +10 holders.
  • The largest Marriott International buyer in Q1 2016 was Highfields Capital Management, an estimated $449M added.
  • The largest Marriott International seller in Q1 2016 was Citadel Advisors, an estimated $102M sold.

Based on aggregated 13F filings for Q1 2016.