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Marriott International

801 hedge funds and large institutions have $29.6B invested in Marriott International in 2019 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 235 increasing their positions, 302 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $26.5B → $29.6B (+$3.1B)

7% more call options, than puts

Call options by funds: $434M | Put options by funds: $405M

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0.48% more ownership

Funds ownership: 63.09%63.57% (+0.48%)

0% less funds holding

Funds holding: 805801 (-4)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

22% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 302

Holders
801
Holders Change
-4
Holders Change %
-0.5%
% of All Funds
17.4%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
76
Increased
235
Reduced
302
Closed
73
Calls
$434M
Puts
$405M
Net Calls
+$29.6M
Net Calls Change
+$176M
Name Holding Trade Value Shares
Change
Change in
Stake
CGL
626
Clarius Group LLC
Washington
$236K +$223K +1,683 New
RWG
627
Regal Wealth Group
California
$235K +$796 +6 +0.4%
SSWM
628
Sheets Smith Wealth Management
North Carolina
$234K
SWRP
629
Summit Wealth & Retirement Planning
California
$233K
BOH
630
Bank of Hawaii
Hawaii
$233K +$220K +1,661 New
BG
631
Bahl & Gaynor
Ohio
$230K
CWM
632
Chesapeake Wealth Management
Virginia
$229K -$92.9K -700 -30%
LW
633
Linscomb Wealth
Texas
$227K
TF
634
Trek Financial
Arizona
$227K
Luther King Capital Management (LKCM)
635
Luther King Capital Management (LKCM)
Texas
$225K +$213K +1,605 New
PCM
636
Parsons Capital Management
Rhode Island
$224K -$1.73K -13 -0.8%
EWA
637
EP Wealth Advisors
California
$223K -$11.5K -87 -5%
AC
638
Alexandria Capital
Virginia
$223K +$211K +1,590 New
GAG
639
GM Advisory Group
New York
$222K -$4.91K -37 -2%
NSIM
640
North Star Investment Management
Illinois
$222K
LSAG
641
Lake Street Advisors Group
New Hampshire
$222K +$210K +1,580 New
CA
642
Cornerstone Advisory
Maryland
$221K +$209K +1,572 New
AI
643
Atria Investments
North Carolina
$218K -$112K -842 -33%
HPC
644
HM Payson & Co
Maine
$215K +$204K +1,534 New
MMG
645
Monetary Management Group
Missouri
$214K
CBFP
646
Cedar Brook Financial Partners
Ohio
$214K +$202K +1,522 New
CL
647
CPWM LLC
Washington
$213K +$202K +1,520 New
ECM
648
Evergreen Capital Management
Washington
$212K +$201K +1,514 New
CG
649
Caprock Group
Idaho
$210K -$48K -362 -19%
CA
650
Calton & Associates
Florida
$210K +$199K +1,498 New

MAR Hedge Fund Activity: Q2 2019 in Review

801 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Marriott International (MAR) for Q2 2019, worth a combined $29.6B — up 12% from $26.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new MAR positions and 73 closed out — a net gain of 3 holders — while 235 added to existing stakes and 302 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $279M. The largest seller was Fidelity Investments, cutting an estimated $341M.

  • 801 institutional investors held Marriott International (MAR) as of Q2 2019, down from 805 in Q1 2019.
  • Funds reported $29.6B of Marriott International stock for Q2 2019, up 12% quarter-over-quarter.
  • 76 funds opened new Marriott International positions in Q2 2019 and 73 closed out, a net change of +3 holders.
  • The largest Marriott International buyer in Q2 2019 was Massachusetts Financial Services, an estimated $279M added.
  • The largest Marriott International seller in Q2 2019 was Fidelity Investments, an estimated $341M sold.

Based on aggregated 13F filings for Q2 2019.