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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
AWM
676
Altium Wealth Management
New York
$219K +$198K +1,612 New
SBSB
677
Sullivan, Bruyette, Speros & Blaney
Virginia
$219K +$198K +1,615 New
LW
678
Linscomb Wealth
Texas
$219K +$198K +1,616 New
GP
679
Girard Partners
Pennsylvania
$218K -$43K -350 -18%
HPWM
680
Highland Private Wealth Management
Washington
$217K +$196K +1,598 New
NSIM
681
North Star Investment Management
Illinois
$215K
TW
682
Transform Wealth
Colorado
$215K +$195K +1,585 New
GWS
683
Glassman Wealth Services
Virginia
$214K +$491 +4 +0.3%
VCA
684
Verdence Capital Advisors
Maryland
$214K +$193K +1,576 New
GAG
685
GM Advisory Group
New York
$214K +$194K +1,580 New
CCA
686
Cobblestone Capital Advisors
New York
$213K +$193K +1,569 New
KJHP
687
K.J. Harrison & Partners
Ontario, Canada
$212K +$192K +1,565 New
FWCM
688
Ferguson Wellman Capital Management
Oregon
$210K +$190K +1,546 New
DCM
689
Dupont Capital Management
Delaware
$208K -$34.9K -284 -16%
NWS
690
Newport Wealth Strategies
California
$206K +$172K +1,400 New
BG
691
Bahl & Gaynor
Ohio
$206K +$186K +1,515 New
HIIFS
692
Harel Insurance Investments & Financial Services
Israel
$204K +$184K +1,500 New
WSTAM
693
Wilbanks Smith & Thomas Asset Management
Virginia
$204K +$184K +1,501 New
PFBT
694
Parkside Financial Bank & Trust
Missouri
$201K +$1.23K +10 +0.7%
KWA
695
KCS Wealth Advisory
California
$201K +$182K +1,481 New
JIC
696
Johnson Investment Counsel
Ohio
$201K +$182K +1,483 New
QCG
697
Quadrant Capital Group
Ohio
$200K -$9.09K -74 -4%
MCM
698
MV Capital Management
Maryland
$195K
SWA
699
Sutton Wealth Advisors
Florida
$185K +$2.46K +20 +1%
OSAM
700
O'Shaughnessy Asset Management
Connecticut
$181K +$164K +1,333 New