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Marriott International

544 hedge funds and large institutions have $12.3B invested in Marriott International in 2014 Q4 according to their latest regulatory filings, with 78 funds opening new positions, 165 increasing their positions, 209 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 34

40% more funds holding in top 10

Funds holding in top 10: 1014 (+4)

7% more funds holding

Funds holding: 507544 (+37)

5% more capital invested

Capital invested by funds: $11.8B → $12.3B (+$540M)

3.54% less ownership

Funds ownership: 55.72%52.17% (-3.5%)

21% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 209

78% less call options, than puts

Call options by funds: $56.6M | Put options by funds: $262M

Holders
544
Holders Change
+37
Holders Change %
+7.3%
% of All Funds
14.51%
Holding in Top 10
14
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+40%
% of All Funds
0.37%
New
78
Increased
165
Reduced
209
Closed
34
Calls
$56.6M
Puts
$262M
Net Calls
-$205M
Net Calls Change
-$173M
Name Holding Trade Value Shares
Change
Change in
Stake
DBT
501
Dubuque Bank & Trust
Iowa
$47K +$44.3K +600 New
WTB
502
Washington Trust Bank
Washington
$43K +$11.1K +150 +37%
TCOV
503
Trust Company of Vermont
Vermont
$39K
IMS
504
Index Management Solutions
Pennsylvania
$38K -$11.1K -151 -24%
FAM
505
Fred Alger Management
New York
$38K +$13.7K +186 +61%
UFA
506
US Financial Advisors
Massachusetts
$37K +$35K +474 New
KPCM
507
Kings Point Capital Management
New York
$36K +$18.7K +254 +123%
FAM
508
Formidable Asset Management
Ohio
$32K
VIA
509
Vantage Investment Advisors
Pennsylvania
$32K
CAW
510
Cornerstone Advisors (Washington)
Washington
$32K +$1.84K +25 +7%
MFS
511
MSI Financial Services
Massachusetts
$31K +$9.74K +132 +49%
PFG
512
Piershale Financial Group
Illinois
$27K -$13.7K -185 -35%
GAM
513
Gemmer Asset Management
California
$25K
QAM
514
QCI Asset Management
New York
$21K
CWM
515
Cranbrook Wealth Management
Michigan
$20K
VFA
516
Virtus Fund Advisers
Connecticut
$20K
Manulife (Manufacturers Life Insurance)
517
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$18.1K +$205K +2,772 +1%
HR
518
Howe & Rusling
New York
$18K
WT
519
Whittier Trust
California
$18K
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$17.6K
BG
521
Bollard Group
Massachusetts
$16K
AIM
522
Advantage Investment Management
Iowa
$16K +$14.8K +200 New
LOCC
523
Lombard Odier & Cie (Canada)
Quebec, Canada
$14K
SF
524
Synovus Financial
Georgia
$14K
TFO
525
Tarbox Family Office
California
$14K

MAR Hedge Fund Activity: Q4 2014 in Review

544 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Marriott International (MAR) for Q4 2014, worth a combined $12.3B — up 4.6% from $11.8B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new MAR positions and 34 closed out — a net gain of 44 holders — while 165 added to existing stakes and 209 trimmed.

The largest buyer was Jennison Associates, adding an estimated $159M. The largest seller was Capital World Investors, cutting an estimated $444M.

  • 544 institutional investors held Marriott International (MAR) as of Q4 2014, up from 507 in Q3 2014.
  • Funds reported $12.3B of Marriott International stock for Q4 2014, up 4.6% quarter-over-quarter.
  • 78 funds opened new Marriott International positions in Q4 2014 and 34 closed out, a net change of +44 holders.
  • The largest Marriott International buyer in Q4 2014 was Jennison Associates, an estimated $159M added.
  • The largest Marriott International seller in Q4 2014 was Capital World Investors, an estimated $444M sold.

Based on aggregated 13F filings for Q4 2014.