Marriott International
1,098 hedge funds and large institutions have $32.5B invested in Marriott International in 2021 Q4 according to their latest regulatory filings, with 185 funds opening new positions, 357 increasing their positions, 316 reducing their positions, and 65 closing their positions.
185% more first-time investments, than exits
New positions opened: 185 | Existing positions closed: 65
25% more funds holding in top 10
Funds holding in top 10: 12 → 15 (+3)
13% more repeat investments, than reductions
Existing positions increased: 357 | Existing positions reduced: 316
12% more capital invested
Capital invested by funds: $29B → $32.5B (+$3.48B)
10% more funds holding
Funds holding: 995 → 1,098 (+103)
0.18% more ownership
Funds ownership: 60.26% → 60.44% (+0.18%)
17% less call options, than puts
Call options by funds: $984M | Put options by funds: $1.19B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jennison Associates
New York
|
+$171M |
| 2 |
Goldman Sachs
New York
|
+$169M |
| 3 |
Bank of New York Mellon
New York
|
+$112M |
| 4 |
JP Morgan Chase
New York
|
+$108M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$267M |
| 2 |
BPIH
Broad Peak Investment Holdings
Singapore
|
-$166M |
| 3 |
CAM
Crake Asset Management
London,
United Kingdom
|
-$132M |
| 4 |
D.E. Shaw & Co
New York
|
-$107M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$79.1M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWP
1151
Laurel Wealth Planning
Edina,
Minnesota
| – | -$11K | -76 | Closed |
|
|
ADL
1152
Asset Dedication LLC
San Francisco,
California
| – | -$11K | -74 | Closed |
|
|
PWA
1153
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| – | -$11K | -72 | Closed |
|
|
BAM
1154
Barrett Asset Management
New York
| – | -$7K | -50 | Closed |
|
|
APWA
1155
Atlas Private Wealth Advisors
Matawan,
New Jersey
| – | -$6K | -40 | Closed |
|
|
IF
1156
Ironwood Financial
Tucson,
Arizona
| – | -$2K | -13 | Closed |
|
|
GKWIM
1157
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| – | -$5K | -5 | Closed |
|
|
ONST
1158
Old North State Trust
Greensboro,
North Carolina
| – | -$1K | -5 | Closed |
|
1159
Capstone Investment Advisors
New York
| – | +$315 | +2 | New |
|
|
CWM
1160
Curi Wealth Management
Raleigh,
North Carolina
| – | +$315 | +2 | New |
|
|
FFG
1161
Ford Financial Group
Fresno,
California
| – | +$629 | +4 | New |
|
MAR Hedge Fund Activity: Q4 2021 in Review
1,098 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Marriott International (MAR) for Q4 2021, worth a combined $32.5B — up 12% from $29B a quarter earlier.
Buyers outnumbered sellers: 185 funds opened new MAR positions and 65 closed out — a net gain of 120 holders — while 357 added to existing stakes and 316 trimmed.
The largest buyer was Jennison Associates, adding an estimated $171M. The largest seller was T. Rowe Price Associates, cutting an estimated $267M.
- 1,098 institutional investors held Marriott International (MAR) as of Q4 2021, up from 995 in Q3 2021.
- Funds reported $32.5B of Marriott International stock for Q4 2021, up 12% quarter-over-quarter.
- 185 funds opened new Marriott International positions in Q4 2021 and 65 closed out, a net change of +120 holders.
- The largest Marriott International buyer in Q4 2021 was Jennison Associates, an estimated $171M added.
- The largest Marriott International seller in Q4 2021 was T. Rowe Price Associates, an estimated $267M sold.
Based on aggregated 13F filings for Q4 2021.