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Marriott International

802 hedge funds and large institutions have $16.5B invested in Marriott International in 2020 Q2 according to their latest regulatory filings, with 163 funds opening new positions, 266 increasing their positions, 264 reducing their positions, and 103 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 103

7% more funds holding

Funds holding: 749802 (+53)

6% more capital invested

Capital invested by funds: $15.6B → $16.5B (+$897M)

1% more repeat investments, than reductions

Existing positions increased: 266 | Existing positions reduced: 264

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

9% less call options, than puts

Call options by funds: $591M | Put options by funds: $649M

4.97% less ownership

Funds ownership: 64.26%59.29% (-5%)

Holders
802
Holders Change
+53
Holders Change %
+7.08%
% of All Funds
16.44%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
163
Increased
266
Reduced
264
Closed
103
Calls
$591M
Puts
$649M
Net Calls
-$58M
Net Calls Change
-$145M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
701
Anchor Investment Management
South Carolina
$35.7K -$13K -150 -27%
PWMG
702
Prestige Wealth Management Group
New Jersey
$35K
HWA
703
Heritage Wealth Advisors
Virginia
$34.3K
MFT
704
Moisand Fitzgerald Tamayo
Florida
$34K -$17.4K -200 -33%
CYG
705
Clean Yield Group
Vermont
$33K
JPLA
706
Joseph P. Lucia & Associates
New York
$33K +$869 +10 +3%
SQA
707
Simon Quick Advisors
New Jersey
$32K -$2.26K -26 -7%
SIM
708
Sonora Investment Management
Arizona
$32K
RA
709
Rational Advisors
New York
$31K -$81.4K -937 -72%
FMII
710
Farmers & Merchants Investments Inc
Nebraska
$29K -$2.87K -33 -9%
TWA
711
TCI Wealth Advisors
Arizona
$28K +$11.1K +128 +64%
MA
712
Modus Advisors
Minnesota
$28K +$28.6K +329 New
WPA
713
West Paces Advisors
Georgia
$27K
VCM
714
Vigilant Capital Management
Maine
$27K -$9.99K -115 -27%
WTC
715
WhitTier Trust Company
Nevada
$26K -$608 -7 -2%
FFC
716
First Financial Corp
Indiana
$26K
NG
717
NWK Group
California
$26K
AAP
718
Arax Advisory Partners
Colorado
$24K -$80.2K -923 -77%
PCTC
719
Perkins Coie Trust Company
Washington
$24K -$261 -3 -1%
CWA
720
Carolina Wealth Advisors
South Carolina
$24K
FCA
721
FinTrust Capital Advisors
South Carolina
$22K -$70.1K -807 -76%
GAM
722
Gemmer Asset Management
California
$22K -$782 -9 -3%
PGAM
723
Princeton Global Asset Management
New Jersey
$22K
PFGIA
724
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$13K +150 +149%
HGWM
725
Harvest Group Wealth Management
Massachusetts
$21K +$87 +1 +0.4%

MAR Hedge Fund Activity: Q2 2020 in Review

802 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Marriott International (MAR) for Q2 2020, worth a combined $16.5B — up 5.8% from $15.6B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new MAR positions and 103 closed out — a net gain of 60 holders — while 266 added to existing stakes and 264 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $466M. The largest seller was Capital Research Global Investors, cutting an estimated $656M.

  • 802 institutional investors held Marriott International (MAR) as of Q2 2020, up from 749 in Q1 2020.
  • Funds reported $16.5B of Marriott International stock for Q2 2020, up 5.8% quarter-over-quarter.
  • 163 funds opened new Marriott International positions in Q2 2020 and 103 closed out, a net change of +60 holders.
  • The largest Marriott International buyer in Q2 2020 was Fidelity Investments, an estimated $466M added.
  • The largest Marriott International seller in Q2 2020 was Capital Research Global Investors, an estimated $656M sold.

Based on aggregated 13F filings for Q2 2020.