We are live on ! Find out more
VAC icon

Marriott Vacations Worldwide

385 hedge funds and large institutions have $6.05B invested in Marriott Vacations Worldwide in 2021 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 106 increasing their positions, 103 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

156% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $9.7M

100% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 38

32% more capital invested

Capital invested by funds: $4.58B → $6.05B (+$1.47B)

10% more funds holding

Funds holding: 351385 (+34)

3.15% more ownership

Funds ownership: 81.4%84.55% (+3.1%)

3% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 103

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
385
Holders Change
+34
Holders Change %
+9.69%
% of All Funds
6.76%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
76
Increased
106
Reduced
103
Closed
38
Calls
$24.8M
Puts
$9.7M
Net Calls
+$15.1M
Net Calls Change
+$9.95M
Name Holding Trade Value Shares
Change
Change in
Stake
TWA
326
TCI Wealth Advisors
Arizona
$14K +$7.01K +45 +136%
TFA
327
Toth Financial Advisory
Virginia
$13K
FHC
328
First Horizon Corporation
Tennessee
$13K +$935 +6 +9%
Carson Wealth (CWM LLC)
329
Carson Wealth (CWM LLC)
Nebraska
$12K
GWMIA
330
Global Wealth Management Investment Advisory
Florida
$12K
DWMG
331
DB Wealth Management Group
California
$11K
HI
332
Harbour Investments
Wisconsin
$11K +$9.66K +62 New
QCG
333
Quadrant Capital Group
Ohio
$10K -$2.34K -15 -21%
Rockefeller Capital Management
334
Rockefeller Capital Management
New York
$10K +$5.77K +37 +176%
TFS
335
TrustCore Financial Services
Tennessee
$10K +$5.77K +37 +206%
BWM
336
BerganKDV Wealth Management
Minnesota
$9K
SBL
337
Sargent Bickham Lagudis
Colorado
$9K +$8.42K +54 New
JCM
338
Jacobi Capital Management
Pennsylvania
$8K
PWMG
339
Prestige Wealth Management Group
New Jersey
$8K
CFA
340
Carroll Financial Associates
North Carolina
$7K
SFP
341
Sterling Financial Planning
New Jersey
$7K
WCM
342
Wealthcare Capital Management
Virginia
$7K +$5.92K +38 New
AWA
343
Arkadios Wealth Advisors
Georgia
$6K
DAM
344
Delta Asset Management
Tennessee
$6K
KFI
345
Key Financial Inc
Pennsylvania
$6K
BWP
346
Baldwin Wealth Partners
Massachusetts
$6K +$5.14K +33 New
CWA
347
Carolina Wealth Advisors
South Carolina
$5K
FP
348
Fiduciary Planning
Florida
$5K
HCM
349
Highlander Capital Management
New Jersey
$5K
LWM
350
Liberty Wealth Management
California
$5K

VAC Hedge Fund Activity: Q1 2021 in Review

385 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Marriott Vacations Worldwide (VAC) for Q1 2021, worth a combined $6.05B — up 32% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new VAC positions and 38 closed out — a net gain of 38 holders — while 106 added to existing stakes and 103 trimmed.

The largest buyer was Melvin Capital Management, opening a new position worth an estimated $77.9M. The largest seller was Iridian Asset Management, exiting entirely with an estimated $142M sold.

  • 385 institutional investors held Marriott Vacations Worldwide (VAC) as of Q1 2021, up from 351 in Q4 2020.
  • Funds reported $6.05B of Marriott Vacations Worldwide stock for Q1 2021, up 32% quarter-over-quarter.
  • 76 funds opened new Marriott Vacations Worldwide positions in Q1 2021 and 38 closed out, a net change of +38 holders.
  • The largest Marriott Vacations Worldwide buyer in Q1 2021 was Melvin Capital Management, an estimated $77.9M added.
  • The largest Marriott Vacations Worldwide seller in Q1 2021 was Iridian Asset Management, an estimated $142M sold.

Based on aggregated 13F filings for Q1 2021.