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Marriott International

1,090 hedge funds and large institutions have $26.5B invested in Marriott International in 2022 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 394 increasing their positions, 380 reducing their positions, and 148 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% more repeat investments, than reductions

Existing positions increased: 394 | Existing positions reduced: 380

0.55% less ownership

Funds ownership: 60.23%59.68% (-0.55%)

5% less funds holding

Funds holding: 1,1481,090 (-58)

23% less capital invested

Capital invested by funds: $34.6B → $26.5B (-$8.05B)

25% less funds holding in top 10

Funds holding in top 10: 1612 (-4)

29% less call options, than puts

Call options by funds: $625M | Put options by funds: $886M

30% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 148

Holders
1,090
Holders Change
-58
Holders Change %
-5.05%
% of All Funds
18.36%
Holding in Top 10
12
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-25%
% of All Funds
0.2%
New
104
Increased
394
Reduced
380
Closed
148
Calls
$625M
Puts
$886M
Net Calls
-$261M
Net Calls Change
+$165M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
801
Avior Wealth Management
Nebraska
$257K
AW
802
ACG Wealth
Georgia
$257K +$30.7K +186 +11%
HWA
803
Heritage Wealth Advisors
Virginia
$257K +$268K +1,625 +611%
SIM
804
Sentry Investment Management
Wisconsin
$255K -$60.3K -365 -16%
SB
805
Simmons Bank
Arkansas
$255K +$26.4K +160 +9%
HWM
806
HB Wealth Management
Georgia
$255K +$310K +1,874 New
MCM
807
Maryland Capital Management
Maryland
$254K -$8.26K -50 -3%
BOH
808
Bank of Hawaii
Hawaii
$253K -$2.81K -17 -0.9%
PFC
809
Phocas Financial Corp
California
$253K
AFP
810
Ausdal Financial Partners
Iowa
$253K +$55K +333 +22%
CW
811
CreativeOne Wealth
Kansas
$251K -$14.5K -88 -5%
HSA
812
HBK Sorce Advisory
Pennsylvania
$251K -$13.2K -80 -4%
MCM
813
MV Capital Management
Maryland
$251K +$43.9K +266 +17%
WWM
814
Western Wealth Management
Colorado
$250K -$287K -1,736 -49%
HFM
815
Harvest Fund Management
China
$248K +$100K +605 +50%
CCM
816
Carlson Capital Management
Minnesota
$247K +$25.3K +153 +9%
LS
817
Livforsakringsbolaget Skandia
Sweden
$246K -$49.6K -300 -14%
NSIM
818
North Star Investment Management
Illinois
$246K
MHR
819
Matthew Hamilton Rosenberg
$245K -$28.9K -175 -9%
FPFS
820
First Personal Financial Services
North Carolina
$245K
LWANC
821
Laurel Wealth Advisors (North Carolina)
North Carolina
$245K
CL
822
Choreo LLC
Illinois
$245K +$1.49K +9 +0.5%
RWM
823
Ritholtz Wealth Management
New York
$245K +$3.47K +21 +1%
OPPS
824
Obsidian Personal Planning Solutions
Maryland
$245K +$298K +1,805 New
CSIC
825
Clifford Swan Investment Counsel
California
$243K +$10.7K +65 +4%