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Marriott Vacations Worldwide

224 hedge funds and large institutions have $1.49B invested in Marriott Vacations Worldwide in 2016 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 74 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 24

2% more funds holding

Funds holding: 220224 (+4)

2% more capital invested

Capital invested by funds: $1.46B → $1.49B (+$33M)

0.45% more ownership

Funds ownership: 75.94%76.4% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

11% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 74

64% less call options, than puts

Call options by funds: $7.77M | Put options by funds: $21.8M

Holders
224
Holders Change
+4
Holders Change %
+1.82%
% of All Funds
5.98%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
29
Increased
66
Reduced
74
Closed
24
Calls
$7.77M
Puts
$21.8M
Net Calls
-$14M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Dimensional Fund Advisors
1
Dimensional Fund Advisors
Texas
$168M -$1.12M -15,123 -0.7%
BAMCO Inc
2
BAMCO Inc
New York
$162M -$734K -9,897 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$125M +$13.8M +186,602 +12%
BFA
4
BlackRock Fund Advisors
California
$124M +$9.17M +123,543 +8%
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$77.3M -$299K -4,035 -0.4%
Goldman Sachs
6
Goldman Sachs
New York
$46.2M -$6.16M -83,009 -12%
RP
7
RR Partners
New York
$45.4M +$11.9M +160,000 +35%
BIT
8
BlackRock Institutional Trust
California
$44.2M +$686K +9,251 +2%
Fidelity Investments
9
Fidelity Investments
Massachusetts
$43.1M +$43.6M +588,000 New
State Street
10
State Street
Massachusetts
$37.6M +$2.64M +35,625 +7%
Principal Financial Group
11
Principal Financial Group
Iowa
$36M +$1.66M +22,383 +5%
Northern Trust
12
Northern Trust
Illinois
$31M +$4.09M +55,075 +15%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$27.8M -$2.92M -39,396 -9%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$26.1M +$1.18M +15,900 +5%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$25.8M +$981K +13,222 +4%
RCAMU
16
Rothschild & Co Asset Management US
Connecticut
$23.2M +$1.17M +15,760 +5%
MFIMFI
17
Mesirow Financial Investment Management - Fixed Income
Illinois
$22.9M -$979K -13,190 -4%
Allianz Asset Management
18
Allianz Asset Management
Germany
$22.7M -$3.38M -45,486 -13%
TCM
19
TimesSquare Capital Management
New York
$19.9M -$14.4M -194,500 -42%
MPAM
20
Monarch Partners Asset Management
Massachusetts
$19.4M +$19.7M +265,196 New
Loomis, Sayles & Company
21
Loomis, Sayles & Company
Massachusetts
$17.9M -$178K -2,399 -1%
Geode Capital Management
22
Geode Capital Management
Massachusetts
$15.7M -$228K -3,069 -1%
Fiera Capital (Canada)
23
Fiera Capital (Canada)
Quebec, Canada
$13.9M -$1.82M -24,486 -11%
TA
24
Teachers Advisors
New York
$12.8M +$12.5K +169 +0.1%
Norges Bank
25
Norges Bank
Norway
$12.7M -$7.04M -94,900 -34%

VAC Hedge Fund Activity: Q3 2016 in Review

224 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Marriott Vacations Worldwide (VAC) for Q3 2016, worth a combined $1.49B — up 2.3% from $1.46B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new VAC positions and 24 closed out — a net gain of 5 holders — while 66 added to existing stakes and 74 trimmed.

The largest buyer was Fidelity Investments, opening a new position worth an estimated $43.6M. The largest seller was Citadel Advisors, exiting entirely with an estimated $27.5M sold.

  • 224 institutional investors held Marriott Vacations Worldwide (VAC) as of Q3 2016, up from 220 in Q2 2016.
  • Funds reported $1.49B of Marriott Vacations Worldwide stock for Q3 2016, up 2.3% quarter-over-quarter.
  • 29 funds opened new Marriott Vacations Worldwide positions in Q3 2016 and 24 closed out, a net change of +5 holders.
  • The largest Marriott Vacations Worldwide buyer in Q3 2016 was Fidelity Investments, an estimated $43.6M added.
  • The largest Marriott Vacations Worldwide seller in Q3 2016 was Citadel Advisors, an estimated $27.5M sold.

Based on aggregated 13F filings for Q3 2016.