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Marriott International
MAR

1,343 hedge funds and large institutions have $41.1B invested in Marriott International in 2023 Q4 according to their latest regulatory filings, with 191 funds opening new positions, 470 increasing their positions, 452 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 191 | Existing positions closed: 67

18% more capital invested

Capital invested by funds: $34.9B → $41.1B (+$6.19B)

13% more funds holding in top 10

Funds holding in top 10: 15 → 17 (+2)

9% more funds holding

Funds holding: 1,231 → 1,343 (+112)

2.7% more ownership

Funds ownership: 59.21% → 61.91% (+2.7%)

4% more repeat investments, than reductions

Existing positions increased: 470 | Existing positions reduced: 452

21% less call options, than puts

Call options by funds: $1.15B | Put options by funds: $1.45B

Holders
1,343
Holders Change
+112
Holders Change %
+9.1%
% of All Funds
19.58%
Holding in Top 10
17
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+13.33%
% of All Funds
0.25%
New
191
Increased
470
Reduced
452
Closed
67
Calls
$1.15B
Puts
$1.45B
Net Calls
-$303M
Net Calls Change
+$26.8M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$852M
2
JP Morgan Chase
JP Morgan Chase
New York
+$330M
3
Jennison Associates
Jennison Associates
New York
+$238M
4
Capital International Investors
Capital International Investors
California
+$189M
5
Barclays
Barclays
United Kingdom
+$103M

Top Sellers

Rank Fund Capital Flow
1
DZ Bank
DZ Bank
Germany
-$266M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$242M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$122M
4
Pictet Asset Management
Pictet Asset Management
Switzerland
-$91.2M
5
Millennium Management
Millennium Management
New York
-$84M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
801
Sunburst Financial Group
Alabama
$563K – – –
AIM
802
Artemis Investment Management
United Kingdom
$560K +$504K +2,484 New
PWM
803
Perigon Wealth Management
California
$557K -$1.22K -6 -0.2%
ECM
804
Evergreen Capital Management
Washington
$554K +$213K +1,052 +75%
GRP
805
Global Retirement Partners
California
$551K +$95.9K +473 +24%
WSTAM
806
Wilbanks Smith & Thomas Asset Management
Virginia
$549K -$13.2K -65 -3%
CRC
807
Curi RMB Capital
Illinois
$548K -$25.9K -128 -5%
IAS
808
Insigneo Advisory Services
Florida
$547K +$56.8K +280 +13%
CIAS
809
Capital Investment Advisory Services
North Carolina
$546K +$2.43K +12 +0.5%
ClearBridge Investments
810
ClearBridge Investments
New York
$546K +$2.43K +12 +0.5%
CBFP
811
Cedar Brook Financial Partners
Ohio
$543K +$405 +2 +0.1%
SAM
812
Satovsky Asset Management
New York
$540K +$1.01K +5 +0.2%
IA
813
IFP Advisors
Florida
$540K +$7.7K +38 +2%
DWM
814
Drive Wealth Management
Utah
$537K +$12K +59 +3%
HW
815
Hancock Whitney
Mississippi
$537K +$8.11K +40 +2%
CWP
816
Cyndeo Wealth Partners
Florida
$536K – – –
LCM
817
Lazari Capital Management
California
$535K -$9.12K -45 -2%
NW
818
NewEdge Wealth
Pennsylvania
$530K +$811 +4 +0.2%
TCOV
819
Trust Company of Vermont
Vermont
$527K +$210K +1,036 +80%
IFPG
820
Intrepid Financial Planning Group
Indiana
$525K – – –
QPWM
821
Quadrant Private Wealth Management
Pennsylvania
$525K +$2.03K +10 +0.4%
GWM
822
Geneos Wealth Management
Colorado
$523K +$1.22K +6 +0.3%
WA
823
Waverly Advisors
Alabama
$523K +$811 +4 +0.2%
UM
824
UniSuper Management
Australia
$523K +$64.3K +317 +16%
IPW
825
Invictus Private Wealth
Colorado
$518K -$5.07K -25 -1%
31 32
33
34 35

MAR Hedge Fund Activity: Q4 2023 in Review

1,343 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Marriott International (MAR) for Q4 2023, worth a combined $41.1B — up 18% from $34.9B a quarter earlier.

Buyers outnumbered sellers: 191 funds opened new MAR positions and 67 closed out — a net gain of 124 holders — while 470 added to existing stakes and 452 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $852M. The largest seller was DZ Bank, cutting an estimated $266M.

  • 1,343 institutional investors held Marriott International (MAR) as of Q4 2023, up from 1,231 in Q3 2023.
  • Funds reported $41.1B of Marriott International stock for Q4 2023, up 18% quarter-over-quarter.
  • 191 funds opened new Marriott International positions in Q4 2023 and 67 closed out, a net change of +124 holders.
  • The largest Marriott International buyer in Q4 2023 was Morgan Stanley, an estimated $852M added.
  • The largest Marriott International seller in Q4 2023 was DZ Bank, an estimated $266M sold.

Based on aggregated 13F filings for Q4 2023.