We are live on ! Find out more
MAR icon

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
PHK
551
Point72 Hong Kong
Hong Kong
$7K +$6.54K +100 New
First Manhattan
552
First Manhattan
New York
$6K – – –
UFA
553
US Financial Advisors
Massachusetts
$6K – – –
TWA
554
TCI Wealth Advisors
Arizona
$5K -$916 -14 -18%
PCTC
555
Perkins Coie Trust Company
Washington
$5K – – –
MFW
556
Mosaic Family Wealth
Missouri
$5K +$5.49K +84 New
KT
557
Kanaly Trust
Texas
$3K -$3.01K -46 -52%
EFSCE
558
Enterprise Financial Services Corp (EFSC)
Missouri
$3K – – –
TSU
559
TD Securities (USA)
New York
$3K – – –
HR
560
Howe & Rusling
New York
$2K -$13.1K -200 -86%
PCP
561
Proficio Capital Partners
Massachusetts
$2K +$1.11K +17 +113%
ASN
562
Advisory Services Network
Georgia
$1K – – –
Lazard Asset Management
563
Lazard Asset Management
New York
$1K – – –
SWA
564
Sutton Wealth Advisors
Florida
$854 +$785 +12 New
ED
565
Exane Derivatives
France
$71 – – –
EWM
566
Endurance Wealth Management
Rhode Island
$30 – – –
FCCM
567
First City Capital Management
Georgia
$26 – – –
CAM
568
ClariVest Asset Management
California
– -$14.2M -211,112 Closed
WCP
569
Waterfront Capital Partners
New York
– -$13.8M -205,590 Closed
MCM
570
Marsico Capital Management
Colorado
– -$11.1M -165,806 Closed
JIM
571
Jupiter Investment Management
United Kingdom
– -$9.45M -140,975 Closed
MCM
572
McKinley Capital Management
Alaska
– -$8.55M -127,529 Closed
BAM
573
Baring Asset Management
United Kingdom
– -$7.77M -115,935 Closed
AIM
574
Ashford Investment Management
Texas
– -$6.73M -100,400 Closed
ESCM
575
Echo Street Capital Management
New York
– -$5.04M -75,260 Closed
21 22
23
24 25

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.