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Marriott International

1,402 hedge funds and large institutions have $43B invested in Marriott International in 2024 Q1 according to their latest regulatory filings, with 154 funds opening new positions, 469 increasing their positions, 505 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 77

32% more call options, than puts

Call options by funds: $1B | Put options by funds: $760M

6% more funds holding in top 10

Funds holding in top 10: 1718 (+1)

4% more funds holding

Funds holding: 1,3431,402 (+59)

5% more capital invested

Capital invested by funds: $41.1B → $43B (+$1.99B)

7% less repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 505

2.65% less ownership

Funds ownership: 61.91%59.26% (-2.7%)

Holders
1,402
Holders Change
+59
Holders Change %
+4.39%
% of All Funds
20.2%
Holding in Top 10
18
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.88%
% of All Funds
0.26%
New
154
Increased
469
Reduced
505
Closed
77
Calls
$1B
Puts
$760M
Net Calls
+$241M
Net Calls Change
+$544M
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
851
Charter Oak Capital Management
New Hampshire
$579K +$2.42K +10 +0.4%
WA
852
Wealthstream Advisors
New York
$579K +$3.39K +14 +0.6%
CCP
853
Cassia Capital Partners
North Carolina
$577K
PA
854
Pinnacle Associates
New York
$575K +$12.4K +51 +2%
FFO
855
Fiduciary Family Office
Florida
$571K +$189K +780 +53%
FPCP
856
Fort Point Capital Partners
California
$569K -$63K -260 -10%
GRP
857
Global Retirement Partners
California
$567K -$45.3K -187 -8%
AA
858
Advisory Alpha
Michigan
$565K +$128K +529 +31%
SCM
859
Sage Capital Management
New Jersey
$560K
IPW
860
Invictus Private Wealth
Colorado
$558K -$21.3K -88 -4%
CPSAC
861
Chas P. Smith & Associates (CPS)
Florida
$555K -$72.7K -300 -12%
SFP
862
Sweet Financial Partners
Minnesota
$552K -$546K -2,255 -51%
SP
863
Symmetry Partners
Connecticut
$548K
SWA
864
Stratos Wealth Advisors
Ohio
$545K -$182K -750 -26%
VCP
865
Verus Capital Partners
Arizona
$544K +$77.7K +321 +18%
CFG
866
Cooper Financial Group
California
$540K -$22.8K -94 -4%
IFG
867
Independent Financial Group
California
$540K -$122K -505 -19%
I
868
InceptionR
California
$535K +$514K +2,121 New
DCM
869
Driehaus Capital Management
Illinois
$535K +$127K +524 +33%
VA
870
Valmark Advisers
Ohio
$534K +$24.2K +100 +5%
WFAG
871
Worth Financial Advisory Group
North Carolina
$534K -$6.3K -26 -1%
SIA
872
Schechter Investment Advisors
Michigan
$532K +$17.7K +73 +4%
LC
873
Lindbrook Capital
California
$527K +$7.51K +31 +2%
CIM
874
CIM Investment Management
Pennsylvania
$525K
ORC
875
O'Rourke & Company
Massachusetts
$524K