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Marriott International

823 hedge funds and large institutions have $31.8B invested in Marriott International in 2017 Q4 according to their latest regulatory filings, with 145 funds opening new positions, 247 increasing their positions, 292 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

344% more call options, than puts

Call options by funds: $3.3B | Put options by funds: $742M

339% more first-time investments, than exits

New positions opened: 145 | Existing positions closed: 33

87% more funds holding in top 10

Funds holding in top 10: 1528 (+13)

17% more capital invested

Capital invested by funds: $27.1B → $31.8B (+$4.74B)

15% more funds holding

Funds holding: 716823 (+107)

1.65% less ownership

Funds ownership: 66.05%64.4% (-1.7%)

15% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 292

Holders
823
Holders Change
+107
Holders Change %
+14.94%
% of All Funds
18.67%
Holding in Top 10
28
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+86.67%
% of All Funds
0.64%
New
145
Increased
247
Reduced
292
Closed
33
Calls
$3.3B
Puts
$742M
Net Calls
+$2.55B
Net Calls Change
-$404M
Name Holding Trade Value Shares
Change
Change in
Stake
EHWM
526
Eads & Heald Wealth Management
Georgia
$567K -$39.9K -325 -7%
SWM
527
Shakespeare Wealth Management
Wisconsin
$562K +$509K +4,144 New
AHC
528
Adell Harriman & Carpenter
Texas
$562K +$508K +4,137 New
SFSIG
529
San Francisco Sentry Investment Group
California
$554K +$6.14K +50 +1%
GH
530
GAM Holding
Switzerland
$553K -$143K -1,166 -22%
CTC
531
Central Trust Company
Missouri
$546K -$2.82K -23 -0.6%
Fiera Capital (Canada)
532
Fiera Capital (Canada)
Quebec, Canada
$544K -$85.9K -700 -15%
KTM
533
Keeler Thomas Management
Utah
$542K +$491K +4,000 New
FNT
534
First National Trust
Pennsylvania
$532K -$166K -1,353 -26%
JIC
535
Joel Isaacson & Co
New York
$532K
CM
536
Castleark Management
Illinois
$529K
WIS
537
Wright Investors Service
Connecticut
$528K +$477K +3,887 New
LC
538
Lourd Capital
California
$521K +$471K +3,838 New
LOAME
539
Lombard Odier Asset Management (Europe)
United Kingdom
$516K -$38.4K -313 -8%
FA
540
FDx Advisors
Illinois
$512K -$544K -4,434 -54%
CHC
541
City Holding Co
West Virginia
$512K
BRWA
542
B. Riley Wealth Advisors
Florida
$499K +$66.1K +538 +17%
BPCE
543
Bank Pictet & Cie (Europe)
Germany
$497K -$865K -7,049 -66%
VCM
544
Virtue Capital Management
Tennessee
$497K +$449K +3,658 New
RFC
545
Regions Financial Corp
Alabama
$488K +$70K +570 +19%
TTWM
546
TCV Trust & Wealth Management
Virginia
$485K
JG
547
Jefferies Group
New York
$483K +$437K +3,558 New
HCMT
548
Highland Capital Management (Tennessee)
Tennessee
$480K -$338K -2,755 -44%
BHBT
549
Burke & Herbert Bank & Trust
Virginia
$476K -$16.7K -136 -4%
SFS
550
Sowell Financial Services
Arkansas
$475K +$34.5K +281 +9%