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Marriott Vacations Worldwide

238 hedge funds and large institutions have $1.79B invested in Marriott Vacations Worldwide in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 74 increasing their positions, 84 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

61% more call options, than puts

Call options by funds: $5.69M | Put options by funds: $3.53M

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

5% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 20

5% more capital invested

Capital invested by funds: $1.71B → $1.79B (+$78.6M)

0% more funds holding

Funds holding: 238238 (0)

1.64% less ownership

Funds ownership: 70.33%68.69% (-1.6%)

12% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 84

Holders
238
Holders Change
Holders Change %
0%
% of All Funds
6.34%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
74
Reduced
84
Closed
20
Calls
$5.69M
Puts
$3.53M
Net Calls
+$2.16M
Net Calls Change
+$247K
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$160M +$5.44M +70,321 +4%
BAMCO Inc
2
BAMCO Inc
New York
$159M -$11M -142,170 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$158M +$6.73M +87,009 +5%
BFA
4
BlackRock Fund Advisors
California
$129M +$6.19M +79,985 +5%
Allianz Asset Management
5
Allianz Asset Management
Germany
$73M +$997K +12,885 +1%
BIT
6
BlackRock Institutional Trust
California
$64.5M +$1.82M +23,531 +3%
Goldman Sachs
7
Goldman Sachs
New York
$59.7M +$5.36M +69,309 +10%
RIM
8
RS Investment Management
California
$58.3M -$14.8M -191,740 -21%
State Street
9
State Street
Massachusetts
$51.4M +$623K +8,057 +1%
Principal Financial Group
10
Principal Financial Group
Iowa
$47.2M -$4.04M -52,224 -8%
Victory Capital Management
11
Victory Capital Management
Texas
$46M +$3.27M +42,277 +8%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$38.5M +$11.7M +151,522 +47%
Prudential Financial
13
Prudential Financial
New Jersey
$36M +$4.12M +53,300 +14%
Deutsche Bank
14
Deutsche Bank
Germany
$32.6M -$1.57M -20,248 -5%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$27.8M -$9.35M -120,890 -26%
RCAMU
16
Rothschild & Co Asset Management US
Connecticut
$25.6M +$1.24M +16,010 +5%
Northern Trust
17
Northern Trust
Illinois
$25.3M +$205K +2,650 +0.9%
PAM
18
Panagora Asset Management
Massachusetts
$25.3M +$1.42M +18,321 +6%
Loomis, Sayles & Company
19
Loomis, Sayles & Company
Massachusetts
$25.2M -$1.9M -24,545 -7%
FMA
20
Fiduciary Management Associates
Illinois
$24.1M -$148K -1,915 -0.6%
TCM
21
TimesSquare Capital Management
New York
$23.5M -$15.3M -197,700 -41%
Norges Bank
22
Norges Bank
Norway
$22.8M
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$22.2M +$1.69M +21,800 +9%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$18.3M -$353K -4,559 -2%
Invesco
25
Invesco
Georgia
$17.4M +$6.51M +84,206 +64%

VAC Hedge Fund Activity: Q1 2015 in Review

238 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Marriott Vacations Worldwide (VAC) for Q1 2015, worth a combined $1.79B — up 4.6% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VAC positions and 20 closed out — a net gain of 1 holder — while 74 added to existing stakes and 84 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $11.7M. The largest seller was Fir Tree Capital Management, exiting entirely with an estimated $35.4M sold.

  • 238 institutional investors held Marriott Vacations Worldwide (VAC) as of Q1 2015, unchanged from Q4 2014.
  • Funds reported $1.79B of Marriott Vacations Worldwide stock for Q1 2015, up 4.6% quarter-over-quarter.
  • 21 funds opened new Marriott Vacations Worldwide positions in Q1 2015 and 20 closed out, a net change of +1 holder.
  • The largest Marriott Vacations Worldwide buyer in Q1 2015 was Bank of New York Mellon, an estimated $11.7M added.
  • The largest Marriott Vacations Worldwide seller in Q1 2015 was Fir Tree Capital Management, an estimated $35.4M sold.

Based on aggregated 13F filings for Q1 2015.