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Marriott Vacations Worldwide

363 hedge funds and large institutions have $3.22B invested in Marriott Vacations Worldwide in 2024 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 106 increasing their positions, 103 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

45% more call options, than puts

Call options by funds: $160M | Put options by funds: $111M

30% more capital invested

Capital invested by funds: $2.48B → $3.22B (+$739M)

21% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 53

2.79% more ownership

Funds ownership: 82.22%85.01% (+2.8%)

2% more funds holding

Funds holding: 357363 (+6)

3% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 103

Holders
363
Holders Change
+6
Holders Change %
+1.68%
% of All Funds
5.23%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
64
Increased
106
Reduced
103
Closed
53
Calls
$160M
Puts
$111M
Net Calls
+$49.6M
Net Calls Change
+$95.6M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
251
Bartlett & Co Wealth Management
Ohio
$42.4K
CHC
252
City Holding Co
West Virginia
$40.2K
CIBC Private Wealth Group
253
CIBC Private Wealth Group
Georgia
$36.8K +$31K +343 New
DJSG
254
D.J. St. Germain
Massachusetts
$34.6K -$181 -2 -0.6%
Lazard Asset Management
255
Lazard Asset Management
New York
$34K +$29.2K +323 New
PP
256
PFS Partners
New Jersey
$33.4K +$361 +4 +1%
Allspring Global Investments
257
Allspring Global Investments
North Carolina
$30.8K +$22.2K +246 +615%
KFS
258
Kelly Financial Services
Massachusetts
$30.8K +$90 +1 +0.4%
WT
259
Whittier Trust
California
$28.9K -$90 -1 -0.4%
PFBT
260
Parkside Financial Bank & Trust
Missouri
$28K +$542 +6 +2%
TWC
261
TD Waterhouse Canada
Ontario, Canada
$25.1K
Bessemer Group
262
Bessemer Group
New Jersey
$21K -$453K -5,013 -96%
RA
263
Rise Advisors
New York
$20.9K +$17.5K +194 New
RIL
264
Rothschild Investment LLC
Illinois
$20.6K
SWS
265
SYSTM Wealth Solutions
Illinois
$19K
PS
266
Principal Securities
Iowa
$17.7K -$452 -5 -3%
DSC
267
Duncker Streett & Co
Missouri
$16.6K
QC
268
Quent Capital
New York
$16.3K
HCP
269
Hexagon Capital Partners
Arkansas
$16.1K +$13.5K +149 New
NS
270
NBC Securities
Alabama
$15K -$64.1K -710 -83%
HNB
271
Huntington National Bank
Ohio
$13.8K -$2.17K -24 -16%
LFA
272
LGT Financial Advisors
Texas
$13.1K
AF
273
Allworth Financial
California
$12.9K -$6.77K -75 -38%
AIC
274
Archer Investment Corporation
Indiana
$12.6K
LC
275
Lindbrook Capital
California
$12.6K +$3.34K +37 +46%

VAC Hedge Fund Activity: Q1 2024 in Review

363 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Marriott Vacations Worldwide (VAC) for Q1 2024, worth a combined $3.22B — up 30% from $2.48B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VAC positions and 53 closed out — a net gain of 11 holders — while 106 added to existing stakes and 103 trimmed.

The largest buyer was Impactive Capital, opening a new position worth an estimated $104M. The largest seller was BAMCO Inc, cutting an estimated $118M.

  • 363 institutional investors held Marriott Vacations Worldwide (VAC) as of Q1 2024, up from 357 in Q4 2023.
  • Funds reported $3.22B of Marriott Vacations Worldwide stock for Q1 2024, up 30% quarter-over-quarter.
  • 64 funds opened new Marriott Vacations Worldwide positions in Q1 2024 and 53 closed out, a net change of +11 holders.
  • The largest Marriott Vacations Worldwide buyer in Q1 2024 was Impactive Capital, an estimated $104M added.
  • The largest Marriott Vacations Worldwide seller in Q1 2024 was BAMCO Inc, an estimated $118M sold.

Based on aggregated 13F filings for Q1 2024.