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Marriott International

869 hedge funds and large institutions have $30.6B invested in Marriott International in 2019 Q4 according to their latest regulatory filings, with 156 funds opening new positions, 250 increasing their positions, 306 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more first-time investments, than exits

New positions opened: 156 | Existing positions closed: 70

69% more call options, than puts

Call options by funds: $447M | Put options by funds: $265M

22% more capital invested

Capital invested by funds: $25.1B → $30.6B (+$5.52B)

9% more funds holding

Funds holding: 799869 (+70)

0.07% more ownership

Funds ownership: 61.43%61.5% (+0.07%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

18% less repeat investments, than reductions

Existing positions increased: 250 | Existing positions reduced: 306

Holders
869
Holders Change
+70
Holders Change %
+8.76%
% of All Funds
17.12%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.24%
New
156
Increased
250
Reduced
306
Closed
70
Calls
$447M
Puts
$265M
Net Calls
+$182M
Net Calls Change
+$96.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
651
Boltwood Capital Management
California
$257K
SFWC
652
Strategic Family Wealth Counselors
New Jersey
$257K
WPP
653
Whalerock Point Partners
Rhode Island
$256K
RWG
654
Regal Wealth Group
California
$256K +$804 +6 +0.4%
TIA
655
Tiemann Investment Advisors
California
$255K -$46.9K -350 -17%
TL
656
TrueWealth LLC
Georgia
$255K
TCOV
657
Trust Company of Vermont
Vermont
$255K
CG
658
Caprock Group
Idaho
$255K +$225K +1,681 New
FBT
659
First Bank & Trust
South Dakota
$254K -$1.61K -12 -0.7%
SSWM
660
Sheets Smith Wealth Management
North Carolina
$252K
BW
661
Bison Wealth
Georgia
$249K +$220K +1,645 New
NIA
662
Northstar Investment Advisors
Colorado
$248K -$48.2K -360 -18%
GP
663
Girard Partners
Pennsylvania
$247K -$18.4K -137 -8%
LW
664
Linscomb Wealth
Texas
$245K
TF
665
Trek Financial
Arizona
$245K
LSAG
666
Lake Street Advisors Group
New Hampshire
$243K +$215K +1,601 New
Luther King Capital Management (LKCM)
667
Luther King Capital Management (LKCM)
Texas
$243K +$215K +1,605 New
CBFP
668
Cedar Brook Financial Partners
Ohio
$242K +$215K +1,601 New
AC
669
Alexandria Capital
Virginia
$241K +$213K +1,590 New
American Century Companies
670
American Century Companies
Missouri
$241K +$213K +1,593 New
NSIM
671
North Star Investment Management
Illinois
$240K
CRC
672
Curi RMB Capital
Illinois
$240K +$212K +1,586 New
BFEC
673
Benjamin F. Edwards & Company
Missouri
$239K
GAG
674
GM Advisory Group
New York
$239K +$212K +1,580 New
EWA
675
EP Wealth Advisors
California
$236K -$23.6K -176 -10%

MAR Hedge Fund Activity: Q4 2019 in Review

869 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Marriott International (MAR) for Q4 2019, worth a combined $30.6B — up 22% from $25.1B a quarter earlier.

Buyers outnumbered sellers: 156 funds opened new MAR positions and 70 closed out — a net gain of 86 holders — while 250 added to existing stakes and 306 trimmed.

The largest buyer was Vulcan Value Partners, adding an estimated $226M. The largest seller was Invesco, cutting an estimated $399M.

  • 869 institutional investors held Marriott International (MAR) as of Q4 2019, up from 799 in Q3 2019.
  • Funds reported $30.6B of Marriott International stock for Q4 2019, up 22% quarter-over-quarter.
  • 156 funds opened new Marriott International positions in Q4 2019 and 70 closed out, a net change of +86 holders.
  • The largest Marriott International buyer in Q4 2019 was Vulcan Value Partners, an estimated $226M added.
  • The largest Marriott International seller in Q4 2019 was Invesco, an estimated $399M sold.

Based on aggregated 13F filings for Q4 2019.