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Marriott Vacations Worldwide

238 hedge funds and large institutions have $1.71B invested in Marriott Vacations Worldwide in 2014 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 52 increasing their positions, 93 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 14

102% more call options, than puts

Call options by funds: $3.78M | Put options by funds: $1.87M

14% more capital invested

Capital invested by funds: $1.5B → $1.71B (+$206M)

10% more funds holding

Funds holding: 217238 (+21)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.65% less ownership

Funds ownership: 70.97%70.33% (-0.65%)

44% less repeat investments, than reductions

Existing positions increased: 52 | Existing positions reduced: 93

Holders
238
Holders Change
+21
Holders Change %
+9.68%
% of All Funds
6.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
40
Increased
52
Reduced
93
Closed
14
Calls
$3.78M
Puts
$1.87M
Net Calls
+$1.91M
Net Calls Change
+$1.82M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$157M +$187K +2,695 +0.1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$141M +$5.63M +80,919 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$139M +$1.26M +18,173 +1%
BFA
4
BlackRock Fund Advisors
California
$113M +$5.08M +73,061 +5%
RIM
5
RS Investment Management
California
$67.9M +$32M +460,206 +102%
Allianz Asset Management
6
Allianz Asset Management
Germany
$66.2M +$4.78M +68,705 +8%
BIT
7
BlackRock Institutional Trust
California
$57.5M -$2.46M -35,380 -4%
Goldman Sachs
8
Goldman Sachs
New York
$49.7M -$14.8M -212,841 -24%
Principal Financial Group
9
Principal Financial Group
Iowa
$47.3M +$3.51M +50,473 +9%
State Street
10
State Street
Massachusetts
$46.6M -$2.21M -31,840 -5%
KAM
11
Keeley Asset Management
Illinois
$44.4M -$8.15M -117,220 -16%
Victory Capital Management
12
Victory Capital Management
Texas
$39.1M +$36.5M +525,165 New
TCM
13
TimesSquare Capital Management
New York
$36.4M -$12.7M -181,950 -27%
FTCM
14
Fir Tree Capital Management
New York
$35.4M
Wellington Management Group
15
Wellington Management Group
Massachusetts
$34.6M +$5.39M +77,466 +20%
Deutsche Bank
16
Deutsche Bank
Germany
$31.5M -$69.6K -1,001 -0.2%
Prudential Financial
17
Prudential Financial
New Jersey
$29.1M +$528K +7,600 +2%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$25M -$3.34M -48,032 -13%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$24.1M +$2.33M +33,549 +12%
Northern Trust
20
Northern Trust
Illinois
$23.1M -$1.91M -27,530 -8%
RCAMU
21
Rothschild & Co Asset Management US
Connecticut
$22.4M -$517K -7,442 -2%
FMA
22
Fiduciary Management Associates
Illinois
$22.3M -$5.91M -85,010 -22%
PAM
23
Panagora Asset Management
Massachusetts
$21.9M +$680K +9,781 +3%
Norges Bank
24
Norges Bank
Norway
$21M -$146K -2,096 -0.7%
NI
25
Numeric Investors
Massachusetts
$20.9M -$1.45M -20,800 -7%

VAC Hedge Fund Activity: Q4 2014 in Review

238 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Marriott Vacations Worldwide (VAC) for Q4 2014, worth a combined $1.71B — up 14% from $1.5B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new VAC positions and 14 closed out — a net gain of 26 holders — while 52 added to existing stakes and 93 trimmed.

The largest buyer was Victory Capital Management, opening a new position worth an estimated $36.5M. The largest seller was GRS Advisors, exiting entirely with an estimated $44.4M sold.

  • 238 institutional investors held Marriott Vacations Worldwide (VAC) as of Q4 2014, up from 217 in Q3 2014.
  • Funds reported $1.71B of Marriott Vacations Worldwide stock for Q4 2014, up 14% quarter-over-quarter.
  • 40 funds opened new Marriott Vacations Worldwide positions in Q4 2014 and 14 closed out, a net change of +26 holders.
  • The largest Marriott Vacations Worldwide buyer in Q4 2014 was Victory Capital Management, an estimated $36.5M added.
  • The largest Marriott Vacations Worldwide seller in Q4 2014 was GRS Advisors, an estimated $44.4M sold.

Based on aggregated 13F filings for Q4 2014.