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Marriott Vacations Worldwide

241 hedge funds and large institutions have $2.01B invested in Marriott Vacations Worldwide in 2015 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 76 increasing their positions, 80 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

32% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 25

13% more capital invested

Capital invested by funds: $1.79B → $2.01B (+$224M)

1% more funds holding

Funds holding: 238241 (+3)

0.5% more ownership

Funds ownership: 68.69%69.19% (+0.5%)

5% less repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 80

37% less call options, than puts

Call options by funds: $2.41M | Put options by funds: $3.83M

Holders
241
Holders Change
+3
Holders Change %
+1.26%
% of All Funds
6.49%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
33
Increased
76
Reduced
80
Closed
25
Calls
$2.41M
Puts
$3.83M
Net Calls
-$1.41M
Net Calls Change
-$3.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$187M +$5.6M +65,720 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$181M +$1.72M +20,230 +1%
BAMCO Inc
3
BAMCO Inc
New York
$174M -$5.65M -66,278 -3%
BFA
4
BlackRock Fund Advisors
California
$142M -$3.94M -46,220 -3%
BIT
5
BlackRock Institutional Trust
California
$71.6M -$1.26M -14,737 -2%
Allianz Asset Management
6
Allianz Asset Management
Germany
$66.3M -$15.2M -178,238 -20%
Goldman Sachs
7
Goldman Sachs
New York
$61.2M -$5.92M -69,461 -9%
Principal Financial Group
8
Principal Financial Group
Iowa
$53.1M -$328K -3,842 -0.7%
State Street
9
State Street
Massachusetts
$52.4M -$5.36M -62,847 -10%
RIM
10
RS Investment Management
California
$49.3M -$15.6M -182,898 -25%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$45.1M +$1.42M +16,681 +4%
Prudential Financial
12
Prudential Financial
New Jersey
$41.9M +$1.04M +12,200 +3%
Victory Capital Management
13
Victory Capital Management
Texas
$40.6M -$10.6M -124,745 -22%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$40.2M +$8.12M +95,235 +28%
Norges Bank
15
Norges Bank
Norway
$33.6M +$7.29M +85,541 +30%
American Century Companies
16
American Century Companies
Missouri
$33.6M +$25M +292,750 +399%
Deutsche Bank
17
Deutsche Bank
Germany
$31.8M -$4.78M -56,034 -14%
TCM
18
TimesSquare Capital Management
New York
$30.3M +$3.39M +39,800 +14%
RCAMU
19
Rothschild & Co Asset Management US
Connecticut
$29.2M +$216K +2,537 +0.8%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$28.5M -$73.8K -866 -0.3%
PAM
21
Panagora Asset Management
Massachusetts
$28M -$590K -6,917 -2%
FMA
22
Fiduciary Management Associates
Illinois
$27.5M +$253K +2,967 +1%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$27.5M +$2.19M +25,700 +9%
Northern Trust
24
Northern Trust
Illinois
$27.2M -$1.34M -15,743 -5%
Ameriprise
25
Ameriprise
Minnesota
$22.7M +$8.42M +98,781 +66%

VAC Hedge Fund Activity: Q2 2015 in Review

241 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Marriott Vacations Worldwide (VAC) for Q2 2015, worth a combined $2.01B — up 13% from $1.79B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new VAC positions and 25 closed out — a net gain of 8 holders — while 76 added to existing stakes and 80 trimmed.

The largest buyer was American Century Companies, adding an estimated $25M. The largest seller was RS Investment Management, cutting an estimated $15.6M.

  • 241 institutional investors held Marriott Vacations Worldwide (VAC) as of Q2 2015, up from 238 in Q1 2015.
  • Funds reported $2.01B of Marriott Vacations Worldwide stock for Q2 2015, up 13% quarter-over-quarter.
  • 33 funds opened new Marriott Vacations Worldwide positions in Q2 2015 and 25 closed out, a net change of +8 holders.
  • The largest Marriott Vacations Worldwide buyer in Q2 2015 was American Century Companies, an estimated $25M added.
  • The largest Marriott Vacations Worldwide seller in Q2 2015 was RS Investment Management, an estimated $15.6M sold.

Based on aggregated 13F filings for Q2 2015.