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Marriott International

1,012 hedge funds and large institutions have $26.3B invested in Marriott International in 2021 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 398 increasing their positions, 279 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more repeat investments, than reductions

Existing positions increased: 398 | Existing positions reduced: 279

0% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 97

0.27% less ownership

Funds ownership: 59.64%59.38% (-0.27%)

1% less funds holding

Funds holding: 1,0231,012 (-11)

8% less capital invested

Capital invested by funds: $28.7B → $26.3B (-$2.41B)

32% less funds holding in top 10

Funds holding in top 10: 1913 (-6)

38% less call options, than puts

Call options by funds: $517M | Put options by funds: $832M

Holders
1,012
Holders Change
-11
Holders Change %
-1.08%
% of All Funds
17.62%
Holding in Top 10
13
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-31.58%
% of All Funds
0.23%
New
97
Increased
398
Reduced
279
Closed
97
Calls
$517M
Puts
$832M
Net Calls
-$316M
Net Calls Change
+$111M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
876
Bank Julius Baer & Co
Switzerland
$78K +$144 +1 +0.2%
SAM
877
S.A. Mason
Michigan
$76K
BMD
878
Better Money Decisions
New Mexico
$74K
HWA
879
HHM Wealth Advisors
Tennessee
$73K
SWM
880
Sugarloaf Wealth Management
Georgia
$72K -$8.65K -60 -10%
SFP
881
Sterling Financial Planning
New Jersey
$71K
CT
882
Caldwell Trust
Florida
$70.3K
WP
883
WealthShield Partners
North Carolina
$70K
EL
884
EMFO LLC
Florida
$70K +$73.5K +510 New
JWA
885
JFS Wealth Advisors
Pennsylvania
$68K -$17K -118 -19%
OSNBOA
886
Old Second National Bank of Aurora
Illinois
$68K
ST
887
Smithfield Trust
Pennsylvania
$67K
PFGIA
888
Patriot Financial Group Insurance Agency
Massachusetts
$66K +$30.4K +211 +78%
SWA
889
SOA Wealth Advisors
New York
$61K +$50.5K +350 +361%
APP
890
Alpha Paradigm Partners
Illinois
$60K +$27.4K +190 +77%
ED
891
Exane Derivatives
France
$59.1K -$209K -1,451 -77%
BWM
892
BerganKDV Wealth Management
Minnesota
$59K
EWA
893
Evolution Wealth Advisors
Florida
$59K +$12.8K +89 +26%
AL
894
ADE LLC
Maryland
$55K
PWMG
895
Prestige Wealth Management Group
New Jersey
$53K
SBL
896
Sargent Bickham Lagudis
Colorado
$52K -$144 -1 -0.3%
SQA
897
Simon Quick Advisors
New Jersey
$51K +$432 +3 +0.8%
TWA
898
TCI Wealth Advisors
Arizona
$51K +$721 +5 +1%
FMII
899
Farmers & Merchants Investments Inc
Nebraska
$46K
AAP
900
Arax Advisory Partners
Colorado
$46K +$48.7K +338 New

MAR Hedge Fund Activity: Q2 2021 in Review

1,012 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Marriott International (MAR) for Q2 2021, worth a combined $26.3B — down 8.4% from $28.7B a quarter earlier.

Fund positioning in MAR was balanced in Q2 2021: 97 funds opened new positions, 97 closed out, 398 added to existing stakes and 279 trimmed.

The largest buyer was Jennison Associates, adding an estimated $387M. The largest seller was Fidelity Investments, cutting an estimated $613M.

  • 1,012 institutional investors held Marriott International (MAR) as of Q2 2021, down from 1,023 in Q1 2021.
  • Funds reported $26.3B of Marriott International stock for Q2 2021, down 8.4% quarter-over-quarter.
  • 97 funds opened new Marriott International positions in Q2 2021 and 97 closed out, a net change of 0 holders.
  • The largest Marriott International buyer in Q2 2021 was Jennison Associates, an estimated $387M added.
  • The largest Marriott International seller in Q2 2021 was Fidelity Investments, an estimated $613M sold.

Based on aggregated 13F filings for Q2 2021.