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Marriott International

749 hedge funds and large institutions have $15.6B invested in Marriott International in 2020 Q1 according to their latest regulatory filings, with 112 funds opening new positions, 247 increasing their positions, 291 reducing their positions, and 224 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $393M | Put options by funds: $306M

2.77% more ownership

Funds ownership: 61.5%64.26% (+2.8%)

14% less funds holding

Funds holding: 868749 (-119)

15% less repeat investments, than reductions

Existing positions increased: 247 | Existing positions reduced: 291

42% less funds holding in top 10

Funds holding in top 10: 127 (-5)

49% less capital invested

Capital invested by funds: $30.6B → $15.6B (-$15.1B)

50% less first-time investments, than exits

New positions opened: 112 | Existing positions closed: 224

Holders
749
Holders Change
-119
Holders Change %
-13.71%
% of All Funds
16.51%
Holding in Top 10
7
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-41.67%
% of All Funds
0.15%
New
112
Increased
247
Reduced
291
Closed
224
Calls
$393M
Puts
$306M
Net Calls
+$86.6M
Net Calls Change
-$95.1M
Name Holding Trade Value Shares
Change
Change in
Stake
TA
951
TFG Advisers
Michigan
-$16K -111 Closed
TFA
952
Tobias Financial Advisors
Florida
-$15K -100 Closed
NIM
953
NuWave Investment Management
New Jersey
-$13K -87 Closed
WHG
954
Westwood Holdings Group
Texas
-$12K -80 Closed
PA
955
PSI Advisors
Florida
-$10K -72 Closed
FIB
956
First Interstate Bank
Montana
-$10K -65 Closed
SL
957
Savior LLC
Massachusetts
-$7.71K -62 Closed
HWM
958
Howard Wealth Management
Connecticut
-$8K -55 Closed
LWCFA
959
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
-$8K -53 Closed
FA
960
Financial Advantage
Maryland
-$7K -49 Closed
CCM
961
Covington Capital Management
California
-$7K -46 Closed
PHK
962
Point72 Hong Kong
Hong Kong
-$7K -44 Closed
HWM
963
HighMark Wealth Management
Minnesota
-$6K -40 Closed
LWM
964
Lenox Wealth Management
Ohio
-$6K -40 Closed
EWA
965
Evolution Wealth Advisors
Florida
-$5K -35 Closed
ACM
966
Allred Capital Management
Texas
-$4.39K -29 Closed
WCM
967
Wealthcare Capital Management
Virginia
-$4K -26 Closed
APW
968
Acima Private Wealth
Virginia
-$1.99K -16 Closed
CH
969
Canton Hathaway
Rhode Island
-$2K -12 Closed
Capstone Investment Advisors
970
Capstone Investment Advisors
New York
-$622 -5 Closed
LWM
971
Liberty Wealth Management
California
-$1K -4 Closed
CFGS
972
Concourse Financial Group Securities
Alabama
+$622 +5 New
EWM
973
EPG Wealth Management
Georgia
+$746 +6 New

MAR Hedge Fund Activity: Q1 2020 in Review

749 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Marriott International (MAR) for Q1 2020, worth a combined $15.6B — down 49% from $30.6B a quarter earlier.

Sellers outnumbered buyers: 224 funds closed out of MAR and 112 opened new positions — a net loss of 112 holders — while 291 trimmed existing stakes and 247 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $1.62B. The largest seller was Capital International Investors, cutting an estimated $634M.

  • 749 institutional investors held Marriott International (MAR) as of Q1 2020, down from 868 in Q4 2019.
  • Funds reported $15.6B of Marriott International stock for Q1 2020, down 49% quarter-over-quarter.
  • 112 funds opened new Marriott International positions in Q1 2020 and 224 closed out, a net change of -112 holders.
  • The largest Marriott International buyer in Q1 2020 was T. Rowe Price Associates, an estimated $1.62B added.
  • The largest Marriott International seller in Q1 2020 was Capital International Investors, an estimated $634M sold.

Based on aggregated 13F filings for Q1 2020.