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Marriott International

784 hedge funds and large institutions have $23.2B invested in Marriott International in 2018 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 207 increasing their positions, 348 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

191% more call options, than puts

Call options by funds: $1.57B | Put options by funds: $538M

0.27% less ownership

Funds ownership: 63.32%63.05% (-0.27%)

8% less first-time investments, than exits

New positions opened: 95 | Existing positions closed: 103

2% less funds holding

Funds holding: 799784 (-15)

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

20% less capital invested

Capital invested by funds: $29B → $23.2B (-$5.8B)

41% less repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 348

Holders
784
Holders Change
-15
Holders Change %
-1.88%
% of All Funds
17.47%
Holding in Top 10
10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-16.67%
% of All Funds
0.22%
New
95
Increased
207
Reduced
348
Closed
103
Calls
$1.57B
Puts
$538M
Net Calls
+$1.03B
Net Calls Change
-$590M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
626
Caprock Group
Idaho
$204K +$20.3K +177 +10%
BP
627
Ballentine Partners
Massachusetts
$202K +$2.53K +22 +1%
SCM
628
SOL Capital Management
Maryland
$201K
CCP
629
Corient Capital Partners
California
$200K +$212K +1,846 New
FBT
630
First Bank & Trust
South Dakota
$188K +$3.9K +34 +2%
MMG
631
Monetary Management Group
Missouri
$187K -$25.8K -225 -12%
TL
632
TrueWealth LLC
Georgia
$183K -$1.61K -14 -0.8%
RWA
633
Ropes Wealth Advisors
Massachusetts
$182K +$96.2K +838 +100%
RWG
634
Regal Wealth Group
California
$181K +$804 +7 +0.4%
QCG
635
Quadrant Capital Group
Ohio
$180K +$24.5K +213 +13%
NSIM
636
North Star Investment Management
Illinois
$172K
MCM
637
MV Capital Management
Maryland
$159K -$8.15K -71 -5%
WAM
638
Wealthspire Advisors (Maryland)
Maryland
$156K -$33.9K -295 -17%
OTC
639
Opera Trading Capital
France
$152K +$161K +1,400 New
FMII
640
Farmers & Merchants Investments Inc
Nebraska
$147K
SWA
641
Sutton Wealth Advisors
Florida
$146K -$2.3K -20 -1%
CFA
642
Carroll Financial Associates
North Carolina
$140K +$115 +1 +0.1%
CIAS
643
Capital Investment Advisory Services
North Carolina
$139K +$147K +1,279 New
FQ
644
First Quadrant
California
$134K
Acadian Asset Management
645
Acadian Asset Management
Massachusetts
$130K -$8.15K -71 -6%
SIM
646
Sonora Investment Management
Arizona
$120K
S
647
SignatureFD
Georgia
$120K +$17.7K +154 +16%
BEAM
648
Baker Ellis Asset Management
Washington
$117K
CAW
649
Cornerstone Advisors (Washington)
Washington
$115K +$4.94K +43 +4%
FCA
650
FinTrust Capital Advisors
South Carolina
$112K +$118K +1,030 New

MAR Hedge Fund Activity: Q4 2018 in Review

784 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Marriott International (MAR) for Q4 2018, worth a combined $23.2B — down 20% from $29B a quarter earlier.

Sellers outnumbered buyers: 103 funds closed out of MAR and 95 opened new positions — a net loss of 8 holders — while 348 trimmed existing stakes and 207 added.

The largest buyer was Capital World Investors, adding an estimated $421M. The largest seller was Fidelity Investments, cutting an estimated $587M.

  • 784 institutional investors held Marriott International (MAR) as of Q4 2018, down from 799 in Q3 2018.
  • Funds reported $23.2B of Marriott International stock for Q4 2018, down 20% quarter-over-quarter.
  • 95 funds opened new Marriott International positions in Q4 2018 and 103 closed out, a net change of -8 holders.
  • The largest Marriott International buyer in Q4 2018 was Capital World Investors, an estimated $421M added.
  • The largest Marriott International seller in Q4 2018 was Fidelity Investments, an estimated $587M sold.

Based on aggregated 13F filings for Q4 2018.