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Marriott International

449 hedge funds and large institutions have $9.88B invested in Marriott International in 2014 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 126 increasing their positions, 184 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 43

20% more call options, than puts

Call options by funds: $51M | Put options by funds: $42.4M

19% more capital invested

Capital invested by funds: $8.28B → $9.88B (+$1.6B)

2.79% more ownership

Funds ownership: 55.44%58.23% (+2.8%)

1% more funds holding

Funds holding: 443449 (+6)

32% less repeat investments, than reductions

Existing positions increased: 126 | Existing positions reduced: 184

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
449
Holders Change
+6
Holders Change %
+1.35%
% of All Funds
12.97%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.17%
New
57
Increased
126
Reduced
184
Closed
43
Calls
$51M
Puts
$42.4M
Net Calls
+$8.62M
Net Calls Change
-$8.44M
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
101
Baldwin Wealth Partners
Massachusetts
$10.9M +$532K +10,300 +6%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$10.9M +$9.89M +191,372 New
Royal Bank of Canada
103
Royal Bank of Canada
Ontario, Canada
$10.6M -$3.21M -62,045 -25%
LBG
104
Lloyds Banking Group
United Kingdom
$10.6M +$7.61M +147,226 +356%
Brown Advisory
105
Brown Advisory
Maryland
$10.4M -$322K -6,228 -3%
VOYA Investment Management
106
VOYA Investment Management
Georgia
$10.2M -$104K -2,018 -1%
ORI
107
Oak Ridge Investments
Illinois
$10.1M -$195K -3,783 -2%
TG
108
TCW Group
California
$10.1M -$724K -14,013 -7%
U
109
UBS
Switzerland
$9.74M +$54.2K +1,049 +0.6%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$9.69M -$152K -2,948 -2%
CRCM
111
Crystal Rock Capital Management
Illinois
$9.66M +$113K +2,193 +1%
State of Wisconsin Investment Board
112
State of Wisconsin Investment Board
Wisconsin
$9.32M +$10.9K +210 +0.1%
QIM
113
Quest Investment Management
Oregon
$9.12M -$1.25M -24,241 -13%
GMIM
114
General Motors Investment Management
New York
$8.5M
WCM
115
Winton Capital Management
United Kingdom
$8.34M +$5.46M +105,704 +245%
SAM
116
Securian Asset Management
Minnesota
$8.28M +$1.97M +38,039 +35%
SONJCPFA
117
State of New Jersey Common Pension Fund A
New Jersey
$8.22M -$2.33M -45,000 -23%
NFA
118
Nationwide Fund Advisors
Ohio
$7.94M +$2.07M +40,108 +39%
MLICM
119
Metropolitan Life Insurance Company (MetLife)
New York
$7.93M -$216K -4,181 -3%
FP
120
Foundry Partners
Minnesota
$7.72M +$7.12M +137,820 New
CA
121
Commerzbank Aktiengesellschaft
Germany
$7.51M +$25.2K +487 +0.4%
Retirement Systems of Alabama
122
Retirement Systems of Alabama
Alabama
$7.44M -$136K -2,629 -2%
CIA
123
CSat Investment Advisory
Michigan
$7.38M -$2.95M -57,162 -30%
ACI
124
AMP Capital Investors
Australia
$7.3M -$467K -9,037 -6%
UB
125
UMB Bank
Missouri
$7.16M +$2.18M +42,199 +49%

MAR Hedge Fund Activity: Q1 2014 in Review

449 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Marriott International (MAR) for Q1 2014, worth a combined $9.88B — up 19% from $8.28B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new MAR positions and 43 closed out — a net gain of 14 holders — while 126 added to existing stakes and 184 trimmed.

The largest buyer was Jennison Associates, opening a new position worth an estimated $243M. The largest seller was Ascend Capital, exiting entirely with an estimated $84.9M sold.

  • 449 institutional investors held Marriott International (MAR) as of Q1 2014, up from 443 in Q4 2013.
  • Funds reported $9.88B of Marriott International stock for Q1 2014, up 19% quarter-over-quarter.
  • 57 funds opened new Marriott International positions in Q1 2014 and 43 closed out, a net change of +14 holders.
  • The largest Marriott International buyer in Q1 2014 was Jennison Associates, an estimated $243M added.
  • The largest Marriott International seller in Q1 2014 was Ascend Capital, an estimated $84.9M sold.

Based on aggregated 13F filings for Q1 2014.