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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
CPA
701
Court Place Advisors
Maryland
$214K +$189K +1,414 New
AAM
702
Advisors Asset Management
Colorado
$212K +$35.5K +265 +23%
MPCG
703
Matrix Private Capital Group
New York
$211K +$187K +1,394 New
AAS
704
Avantax Advisory Services
Texas
$210K +$186K +1,386 New
SFA
705
Sequoia Financial Advisors
Ohio
$210K +$186K +1,386 New
RC
706
RegentAtlantic Capital
New Jersey
$210K +$186K +1,387 New
ML
707
McAdam LLC
Pennsylvania
$209K +$184K +1,377 New
MWM
708
Mission Wealth Management
California
$207K +$183K +1,368 New
CWM
709
Chesapeake Wealth Management
Virginia
$206K +$182K +1,360 New
CA
710
Cetera Advisors
Colorado
$205K +$180K +1,345 New
LFAS
711
Level Four Advisory Services
Texas
$205K +$181K +1,354 New
IAA
712
Independent Advisor Alliance
North Carolina
$205K +$182K +1,355 New
SWA
713
Sutton Wealth Advisors
Florida
$205K
ECM
714
Evergreen Capital Management
Washington
$204K +$181K +1,348 New
CAM
715
Cresset Asset Management
Illinois
$204K +$181K +1,349 New
HSA
716
HBK Sorce Advisory
Pennsylvania
$203K +$180K +1,342 New
NFC
717
Northeast Financial Consultants
Connecticut
$202K +$179K +1,337 New
MAM
718
Meeder Asset Management
Ohio
$198K +$37.2K +278 +27%
RIA
719
Realta Investment Advisors
Delaware
$195K +$6.03K +45 +3%
BEAM
720
Baker Ellis Asset Management
Washington
$194K
FQ
721
First Quadrant
California
$187K
Acadian Asset Management
722
Acadian Asset Management
Massachusetts
$182K
FCA
723
FinTrust Capital Advisors
South Carolina
$162K
TSW
724
Thompson Siegel & Walmsley
Virginia
$161K +$47.7K +356 +50%
O
725
Ossiam
France
$157K -$5.76K -43 -4%

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.