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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
BCM
651
Brookstone Capital Management
Illinois
$256K +$232K +1,888 New
SLF
652
Sun Life Financial
Ontario, Canada
$255K -$283K -2,303 -55%
CC
653
Cognios Capital
Kansas
$248K -$144K -1,171 -39%
PL
654
Parkwood LLC
Ohio
$247K
RCG
655
Ruggie Capital Group
Florida
$246K
CG
656
Caprock Group
Idaho
$246K +$216K +1,758 New
WC
657
Weil Company
California
$244K +$221K +1,800 New
Cetera Investment Advisers
658
Cetera Investment Advisers
Illinois
$242K +$219K +1,787 New
LOAMS
659
Lombard Odier Asset Management (Switzerland)
Switzerland
$241K +$218K +1,774 New
WAM
660
Wealthspire Advisors (Maryland)
Maryland
$236K -$103K -835 -32%
PFM
661
Parsec Financial Management
North Carolina
$236K -$9.7K -79 -4%
RWA
662
Ropes Wealth Advisors
Massachusetts
$233K -$92.7K -755 -31%
Northwestern Mutual Wealth Management
663
Northwestern Mutual Wealth Management
Wisconsin
$233K +$2.33K +19 +1%
BP
664
Ballentine Partners
Massachusetts
$233K +$211K +1,719 New
CONA
665
Capital One National Association
New York
$232K -$65.2K -531 -24%
FBT
666
First Bank & Trust
South Dakota
$230K
TL
667
TrueWealth LLC
Georgia
$230K +$208K +1,693 New
BCM
668
Boltwood Capital Management
California
$230K +$209K +1,700 New
WPP
669
Whalerock Point Partners
Rhode Island
$229K +$207K +1,688 New
NHC
670
Nicholas Hoffman & Company
Georgia
$226K +$204K +1,663 New
RWG
671
Regal Wealth Group
California
$223K +$368 +3 +0.2%
EWA
672
EP Wealth Advisors
California
$223K +$202K +1,644 New
AC
673
Alexandria Capital
Virginia
$221K
BCM
674
BTC Capital Management
Iowa
$221K +$199K +1,623 New
OIA
675
Optimum Investment Advisors
Illinois
$219K +$198K +1,610 New