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Marriott International

1,143 hedge funds and large institutions have $27.4B invested in Marriott International in 2022 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 377 increasing their positions, 399 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

127% more first-time investments, than exits

New positions opened: 152 | Existing positions closed: 67

5% more funds holding

Funds holding: 1,0851,143 (+58)

3% more capital invested

Capital invested by funds: $26.5B → $27.4B (+$919M)

0.16% less ownership

Funds ownership: 58.45%58.29% (-0.16%)

6% less repeat investments, than reductions

Existing positions increased: 377 | Existing positions reduced: 399

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

35% less call options, than puts

Call options by funds: $743M | Put options by funds: $1.15B

Holders
1,143
Holders Change
+58
Holders Change %
+5.35%
% of All Funds
18.37%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
152
Increased
377
Reduced
399
Closed
67
Calls
$743M
Puts
$1.15B
Net Calls
-$406M
Net Calls Change
-$15.5M
Name Holding Trade Value Shares
Change
Change in
Stake
EHWM
551
Eads & Heald Wealth Management
Georgia
$807K -$47.7K -310 -5%
IFWM
552
Institute for Wealth Management
Colorado
$806K -$8.01K -52 -1%
MWM
553
Meridian Wealth Management
Kentucky
$804K -$588K -3,819 -41%
GL
554
GHE LLC
Tennessee
$801K -$3.69K -24 -0.4%
Capstone Investment Advisors
555
Capstone Investment Advisors
New York
$797K -$219K -1,423 -21%
GLR
556
Great Lakes Retirement
Ohio
$788K +$814K +5,289 New
SIG
557
Stonegate Investment Group
Alabama
$785K +$812K +5,275 New
BWA
558
Burt Wealth Advisors
Maryland
$759K -$137K -892 -15%
CHA
559
Carmichael Hill & Associates
Maryland
$759K
SSWM
560
Smith Salley Wealth Management
North Carolina
$758K -$4.62K -30 -0.6%
TMAM
561
Tokio Marine Asset Management
Japan
$757K +$65.4K +425 +9%
MWM
562
MY Wealth Management
Maryland
$755K
BFM
563
Boothbay Fund Management
New York
$747K +$240K +1,562 +45%
BFG
564
Bleakley Financial Group
New Jersey
$746K +$772K +5,011 New
MOS
565
MGO One Seven
Ohio
$745K +$194K +1,260 +34%
LSA
566
L & S Advisors
California
$739K -$443K -2,876 -37%
CNC
567
Canandaigua National Corp
New York
$737K -$14.3K -93 -2%
HTC
568
Haverford Trust Company
Pennsylvania
$736K -$73.9K -480 -9%
SFA
569
Sequoia Financial Advisors
Ohio
$730K +$401K +2,602 +113%
HSA
570
HBK Sorce Advisory
Pennsylvania
$730K +$390K +2,530 +107%
S
571
SignatureFD
Georgia
$729K -$13.5K -88 -2%
FRM
572
Fox Run Management
Connecticut
$727K -$900K -5,844 -54%
Luther King Capital Management (LKCM)
573
Luther King Capital Management (LKCM)
Texas
$727K
TWI
574
Thomas White International
Illinois
$725K -$101K -654 -12%
AIA
575
Avalon Investment & Advisory
Texas
$723K -$3.69K -24 -0.5%

MAR Hedge Fund Activity: Q4 2022 in Review

1,143 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Marriott International (MAR) for Q4 2022, worth a combined $27.4B — up 3.5% from $26.5B a quarter earlier.

Buyers outnumbered sellers: 152 funds opened new MAR positions and 67 closed out — a net gain of 85 holders — while 377 added to existing stakes and 399 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $256M. The largest seller was Fidelity Investments, cutting an estimated $419M.

  • 1,143 institutional investors held Marriott International (MAR) as of Q4 2022, up from 1,085 in Q3 2022.
  • Funds reported $27.4B of Marriott International stock for Q4 2022, up 3.5% quarter-over-quarter.
  • 152 funds opened new Marriott International positions in Q4 2022 and 67 closed out, a net change of +85 holders.
  • The largest Marriott International buyer in Q4 2022 was Morgan Stanley, an estimated $256M added.
  • The largest Marriott International seller in Q4 2022 was Fidelity Investments, an estimated $419M sold.

Based on aggregated 13F filings for Q4 2022.