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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
OIA
676
OneDigital Investment Advisors
Kansas
$234K +$207K +1,543 New
OPS
677
Orion Portfolio Solutions
Nebraska
$234K +$207K +1,546 New
CL
678
CPWM LLC
Washington
$230K +$204K +1,520 New
IC
679
IEQ Capital
California
$229K +$203K +1,514 New
SWRP
680
Summit Wealth & Retirement Planning
California
$229K +$203K +1,515 New
PCM
681
Parsons Capital Management
Rhode Island
$227K +$201K +1,498 New
MGIM
682
M&G Investment Management
United Kingdom
$227K +$202K +1,504 New
MCG
683
MACRO Consulting Group
New Jersey
$226K +$199K +1,487 New
JCM
684
Jag Capital Management
Missouri
$225K +$199K +1,483 New
PFM
685
Parsec Financial Management
North Carolina
$225K +$199K +1,487 New
KFI
686
Key Financial Inc
Pennsylvania
$224K +$198K +1,479 New
AI
687
Atria Investments
North Carolina
$223K -$29.7K -222 -13%
Lido Advisors
688
Lido Advisors
California
$222K +$196K +1,464 New
WC
689
Westhampton Capital
North Carolina
$221K -$80.4K -600 -29%
CA
690
Calton & Associates
Florida
$221K +$195K +1,457 New
CFA
691
Carroll Financial Associates
North Carolina
$219K
S
692
SignatureFD
Georgia
$219K +$28.7K +214 +17%
SFS
693
Sowell Financial Services
Arkansas
$219K +$81.7K +610 +73%
GLA
694
Great Lakes Advisors
Illinois
$219K +$194K +1,445 New
BG
695
Bahl & Gaynor
Ohio
$217K -$45.4K -339 -19%
MCM
696
MV Capital Management
Maryland
$217K -$4.02K -30 -2%
MMG
697
Monetary Management Group
Missouri
$216K -$13.4K -100 -7%
AIM
698
Alhambra Investment Management
Florida
$215K +$190K +1,420 New
ZAM
699
Zevin Asset Management
Massachusetts
$215K +$190K +1,420 New
FNT
700
First National Trust
Pennsylvania
$214K -$45K -336 -19%

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.