Marriott Vacations Worldwide
239 hedge funds and large institutions have $1.83B invested in Marriott Vacations Worldwide in 2016 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 62 increasing their positions, 84 reducing their positions, and 24 closing their positions.
75% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 24
23% more capital invested
Capital invested by funds: $1.49B → $1.83B (+$342M)
7% more funds holding
Funds holding: 224 → 239 (+15)
4.2% more ownership
Funds ownership: 76.4% → 80.59% (+4.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
26% less repeat investments, than reductions
Existing positions increased: 62 | Existing positions reduced: 84
28% less call options, than puts
Call options by funds: $7.31M | Put options by funds: $10.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$56.6M |
| 2 |
MCM
Matarin Capital Management
New York
|
+$34.1M |
| 3 |
Goldman Sachs
New York
|
+$18.7M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$13.7M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$9.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$22.6M |
| 2 |
TA
Teachers Advisors
New York
|
-$10.3M |
| 3 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
-$9.75M |
| 4 |
MFIMFI
Mesirow Financial Investment Management - Fixed Income
Chicago,
Illinois
|
-$9.47M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$7.44M |
VAC Hedge Fund Activity: Q4 2016 in Review
239 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Marriott Vacations Worldwide (VAC) for Q4 2016, worth a combined $1.83B — up 23% from $1.49B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new VAC positions and 24 closed out — a net gain of 18 holders — while 62 added to existing stakes and 84 trimmed.
The largest buyer was Wellington Management Group, adding an estimated $56.6M. The largest seller was Principal Financial Group, cutting an estimated $22.6M.
- 239 institutional investors held Marriott Vacations Worldwide (VAC) as of Q4 2016, up from 224 in Q3 2016.
- Funds reported $1.83B of Marriott Vacations Worldwide stock for Q4 2016, up 23% quarter-over-quarter.
- 42 funds opened new Marriott Vacations Worldwide positions in Q4 2016 and 24 closed out, a net change of +18 holders.
- The largest Marriott Vacations Worldwide buyer in Q4 2016 was Wellington Management Group, an estimated $56.6M added.
- The largest Marriott Vacations Worldwide seller in Q4 2016 was Principal Financial Group, an estimated $22.6M sold.
Based on aggregated 13F filings for Q4 2016.