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Marriott International

801 hedge funds and large institutions have $29.6B invested in Marriott International in 2019 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 235 increasing their positions, 302 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% more capital invested

Capital invested by funds: $26.5B → $29.6B (+$3.1B)

7% more call options, than puts

Call options by funds: $434M | Put options by funds: $405M

4% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 73

0.48% more ownership

Funds ownership: 63.09%63.57% (+0.48%)

0% less funds holding

Funds holding: 805801 (-4)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

22% less repeat investments, than reductions

Existing positions increased: 235 | Existing positions reduced: 302

Holders
801
Holders Change
-4
Holders Change %
-0.5%
% of All Funds
17.4%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.28%
New
76
Increased
235
Reduced
302
Closed
73
Calls
$434M
Puts
$405M
Net Calls
+$29.6M
Net Calls Change
+$176M
Name Holding Trade Value Shares
Change
Change in
Stake
IP
851
Intellectus Partners
California
-$65K -523 Closed
PWM
852
PRW Wealth Management
Massachusetts
-$59K -475 Closed
CFB
853
Cullen/Frost Bankers
Texas
-$59K -468 Closed
KPW
854
Kore Private Wealth
New York
-$57K -455 Closed
OFW
855
Omnia Family Wealth
Florida
-$50K -398 Closed
AIA
856
Alera Investment Advisors
Illinois
-$44K -350 Closed
SAM
857
Strategy Asset Managers
California
-$29K -231 Closed
SWM
858
SeaCrest Wealth Management
New York
-$28K -220 Closed
MSA
859
Marino Stram & Associates
Massachusetts
-$26K -206 Closed
LFA
860
Legacy Financial Advisors
Kentucky
-$21K -168 Closed
FC
861
Ferris Capital
Massachusetts
-$20K -161 Closed
WAS
862
WESPAC Advisors SoCal
California
-$19K -152 Closed
FHA
863
First Horizon Advisors
Tennessee
-$18K -151 Closed
LHC
864
Little House Capital
Massachusetts
-$18K -150 Closed
BAM
865
Bruderman Asset Management
New York
-$14K -114 Closed
SIAS
866
Shine Investment Advisory Services
Colorado
-$13K -100 Closed
AA
867
Advisory Alpha
Michigan
-$7.32K -54 Closed
EI
868
Ellevest Inc
New York
-$6K -47 Closed
SPL
869
Smart Portfolios LLC
Washington
-$6K -44 Closed
FRA
870
Front Row Advisors
California
-$2K -19 Closed
AIC
871
Archer Investment Corporation
Indiana
-$2K -15 Closed
CWA
872
Clarus Wealth Advisors
Arizona
-$1K -9 Closed
CGT
873
Capital Guardian Trust
California
-$1K -7 Closed

MAR Hedge Fund Activity: Q2 2019 in Review

801 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Marriott International (MAR) for Q2 2019, worth a combined $29.6B — up 12% from $26.5B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new MAR positions and 73 closed out — a net gain of 3 holders — while 235 added to existing stakes and 302 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $279M. The largest seller was Fidelity Investments, cutting an estimated $341M.

  • 801 institutional investors held Marriott International (MAR) as of Q2 2019, down from 805 in Q1 2019.
  • Funds reported $29.6B of Marriott International stock for Q2 2019, up 12% quarter-over-quarter.
  • 76 funds opened new Marriott International positions in Q2 2019 and 73 closed out, a net change of +3 holders.
  • The largest Marriott International buyer in Q2 2019 was Massachusetts Financial Services, an estimated $279M added.
  • The largest Marriott International seller in Q2 2019 was Fidelity Investments, an estimated $341M sold.

Based on aggregated 13F filings for Q2 2019.