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Marriott Vacations Worldwide

276 hedge funds and large institutions have $2.65B invested in Marriott Vacations Worldwide in 2017 Q4 according to their latest regulatory filings, with 44 funds opening new positions, 75 increasing their positions, 94 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more call options, than puts

Call options by funds: $120M | Put options by funds: $44.9M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

8% more capital invested

Capital invested by funds: $2.46B → $2.65B (+$192M)

5% more funds holding

Funds holding: 264276 (+12)

0.95% more ownership

Funds ownership: 73.11%74.06% (+0.95%)

20% less repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 94

Holders
276
Holders Change
+12
Holders Change %
+4.55%
% of All Funds
6.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
44
Increased
75
Reduced
94
Closed
30
Calls
$120M
Puts
$44.9M
Net Calls
+$74.6M
Net Calls Change
+$24.5M
Name Holding Trade Value Shares
Change
Change in
Stake
YWP
226
YorkBridge Wealth Partners
New York
$33K -$1.05K -8 -3%
BTIS
227
BB&T Investment Services
North Carolina
$33K
SPIA
228
Steward Partners Investment Advisory
New York
$28K
ClearBridge Investments
229
ClearBridge Investments
New York
$27K
DPA
230
Delphi Private Advisors
California
$27K
IA
231
IFP Advisors
Florida
$24K -$17.5K -133 -43%
RCG
232
Ruggie Capital Group
Florida
$24K
RWG
233
Regal Wealth Group
California
$22K
TL
234
TrueWealth LLC
Georgia
$22K +$21.9K +166 New
MFT
235
Moisand Fitzgerald Tamayo
Florida
$21K
GWS
236
Glassman Wealth Services
Virginia
$20K
AIL
237
AGF Investments LLC
Ontario, Canada
$20K +$7.92K +60 +68%
MCM
238
MV Capital Management
Maryland
$19K
TF
239
Tompkins Financial
New York
$14K
CIBC Private Wealth Group
240
CIBC Private Wealth Group
Georgia
$14K +$13.2K +100 New
GAM
241
Gemmer Asset Management
California
$13K
AIM
242
Advantage Investment Management
Iowa
$11K -$8.31K -63 -43%
FMII
243
Farmers & Merchants Investments Inc
Nebraska
$11K
VIA
244
Vantage Investment Advisors
Pennsylvania
$11K
WAM
245
Wealthspire Advisors (Maryland)
Maryland
$11K +$8.31K +63 +394%
WEC
246
Winslow Evans & Crocker
Massachusetts
$10.8K
PHK
247
Point72 Hong Kong
Hong Kong
$10K +$9.63K +73 New
FGC
248
Financial Gravity Companies
Texas
$9K +$7.92K +60 New
TFA
249
Toth Financial Advisory
Virginia
$9K +$8.97K +68 New
MSA
250
Marino Stram & Associates
Massachusetts
$8K +$8.05K +61 New

VAC Hedge Fund Activity: Q4 2017 in Review

276 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Marriott Vacations Worldwide (VAC) for Q4 2017, worth a combined $2.65B — up 7.8% from $2.46B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VAC positions and 30 closed out — a net gain of 14 holders — while 75 added to existing stakes and 94 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $28.6M. The largest seller was Wellington Management Group, cutting an estimated $20.6M.

  • 276 institutional investors held Marriott Vacations Worldwide (VAC) as of Q4 2017, up from 264 in Q3 2017.
  • Funds reported $2.65B of Marriott Vacations Worldwide stock for Q4 2017, up 7.8% quarter-over-quarter.
  • 44 funds opened new Marriott Vacations Worldwide positions in Q4 2017 and 30 closed out, a net change of +14 holders.
  • The largest Marriott Vacations Worldwide buyer in Q4 2017 was JP Morgan Chase, an estimated $28.6M added.
  • The largest Marriott Vacations Worldwide seller in Q4 2017 was Wellington Management Group, an estimated $20.6M sold.

Based on aggregated 13F filings for Q4 2017.