Marriott International
714 hedge funds and large institutions have $24.9B invested in Marriott International in 2017 Q2 according to their latest regulatory filings, with 87 funds opening new positions, 227 increasing their positions, 271 reducing their positions, and 49 closing their positions.
234% more call options, than puts
Call options by funds: $1.72B | Put options by funds: $514M
78% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 49
5% more funds holding
Funds holding: 682 → 714 (+32)
3% more capital invested
Capital invested by funds: $24.1B → $24.9B (+$739M)
1.36% less ownership
Funds ownership: 66.87% → 65.51% (-1.4%)
16% less repeat investments, than reductions
Existing positions increased: 227 | Existing positions reduced: 271
17% less funds holding in top 10
Funds holding in top 10: 23 → 19 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$378M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$194M |
| 3 |
SCM
Suvretta Capital Management
New York
|
+$103M |
| 4 |
Capital Research Global Investors
Los Angeles,
California
|
+$86.3M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
+$84.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$338M |
| 2 |
Morgan Stanley
New York
|
-$334M |
| 3 |
Jennison Associates
New York
|
-$295M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$145M |
| 5 |
BlackRock
New York
|
-$120M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AEPG
751
American Economic Planning Group
Warren,
New Jersey
| – | -$204K | -2,170 | Closed |
|
|
WAM
752
Wolverine Asset Management
Chicago,
Illinois
| – | -$88K | -944 | Closed |
|
|
CYG
753
Clean Yield Group
Norwich,
Vermont
| – | -$57K | -606 | Closed |
|
|
HCA
754
Harbour Capital Advisors
Tysons Corner,
Virginia
| – | -$38K | -403 | Closed |
|
|
CLOS
755
Compagnie Lombard Odier SCmA
1204 Geneva,
Switzerland
| – | -$38K | -400 | Closed |
|
|
HR
756
Howe & Rusling
Rochester,
New York
| – | -$36K | -386 | Closed |
|
|
BIG
757
Bellwether Investment Group
Chattanooga,
Tennessee
| – | -$30K | -320 | Closed |
|
|
CGT
758
Capital Guardian Trust
Los Angeles,
California
| – | -$27K | -282 | Closed |
|
|
SQA
759
Simon Quick Advisors
Morristown,
New Jersey
| – | -$19K | -203 | Closed |
|
760
Simplex Trading
Chicago,
Illinois
| – | -$15.9K | -159 | Closed |
|
|
TRCT
761
Tower Research Capital (TRC)
New York
| – | -$13.3K | -133 | Closed |
|
|
WHG
762
Westwood Holdings Group
Dallas,
Texas
| – | -$8K | -80 | Closed |
|
|
AA
763
Apriem Advisors
Irvine,
California
| – | -$1K | -15 | Closed |
|
MAR Hedge Fund Activity: Q2 2017 in Review
714 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Marriott International (MAR) for Q2 2017, worth a combined $24.9B — up 3.1% from $24.1B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new MAR positions and 49 closed out — a net gain of 38 holders — while 227 added to existing stakes and 271 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $378M. The largest seller was T. Rowe Price Associates, cutting an estimated $338M.
- 714 institutional investors held Marriott International (MAR) as of Q2 2017, up from 682 in Q1 2017.
- Funds reported $24.9B of Marriott International stock for Q2 2017, up 3.1% quarter-over-quarter.
- 87 funds opened new Marriott International positions in Q2 2017 and 49 closed out, a net change of +38 holders.
- The largest Marriott International buyer in Q2 2017 was Fidelity Investments, an estimated $378M added.
- The largest Marriott International seller in Q2 2017 was T. Rowe Price Associates, an estimated $338M sold.
Based on aggregated 13F filings for Q2 2017.