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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
KWAG
301
Kiely Wealth Advisory Group
North Carolina
$4.46K
PWMG
302
Prestige Wealth Management Group
New Jersey
$4.42K -$271 -3 -7%
EWA
303
EverSource Wealth Advisors
Alabama
$4.33K -$7.13K -79 -64%
RAM
304
Riggs Asset Management
Pennsylvania
$4.31K
GJWM
305
Gilliland Jeter Wealth Management
Arkansas
$4.31K +$3.61K +40 New
ST
306
Smithfield Trust
Pennsylvania
$4K
VCM
307
Versant Capital Management
Arizona
$3.99K +$813 +9 +32%
KFI
308
Key Financial Inc
Pennsylvania
$3.72K
AAG
309
Armstrong Advisory Group
Massachusetts
$3.65K
BIA
310
Bell Investment Advisors
California
$3.56K
Mitsubishi UFJ Asset Management
311
Mitsubishi UFJ Asset Management
Japan
$3.45K
DAM
312
Delta Asset Management
Tennessee
$3.23K
HCM
313
Highlander Capital Management
New Jersey
$3.23K
CCA
314
Criterion Capital Advisors
Tennessee
$3.02K
BFEC
315
Benjamin F. Edwards & Company
Missouri
$3K +$2.62K +29 New
TIM
316
Tortoise Investment Management
New York
$2.91K
AF
317
Advisornet Financial
Minnesota
$2.91K +$722 +8 +42%
CWA
318
Carolina Wealth Advisors
South Carolina
$2.91K
AA
319
Ancora Advisors
Ohio
$2.69K
ZB
320
Zions Bancorporation
Utah
$2.59K
BBPWM
321
Blue Bell Private Wealth Management
Pennsylvania
$2.15K
BBHC
322
Brown Brothers Harriman & Co
New York
$2.15K
WAG
323
Wiser Advisor Group
Arizona
$1.88K
JWA
324
JFS Wealth Advisors
Pennsylvania
$1.83K +$452 +5 +42%
CSC
325
Caldwell Sutter Capital
California
$1.83K

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.