Marriott Vacations Worldwide
353 hedge funds and large institutions have $3.49B invested in Marriott Vacations Worldwide in 2019 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 89 increasing their positions, 116 reducing their positions, and 38 closing their positions.
82% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 38
31% more capital invested
Capital invested by funds: $2.67B → $3.49B (+$819M)
8% more funds holding
Funds holding: 327 → 353 (+26)
2.05% more ownership
Funds ownership: 80.42% → 82.47% (+2%)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
23% less repeat investments, than reductions
Existing positions increased: 89 | Existing positions reduced: 116
41% less call options, than puts
Call options by funds: $19.9M | Put options by funds: $33.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAM
Iridian Asset Management
Westport,
Connecticut
|
+$110M |
| 2 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$32.9M |
| 3 |
NCA
Newbrook Capital Advisors
New York
|
+$27.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$20.8M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$19.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$44.9M |
| 2 |
D.E. Shaw & Co
New York
|
-$33.8M |
| 3 |
BlackRock
New York
|
-$25M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$22.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$18.3M |
VAC Hedge Fund Activity: Q1 2019 in Review
353 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Marriott Vacations Worldwide (VAC) for Q1 2019, worth a combined $3.49B — up 31% from $2.67B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new VAC positions and 38 closed out — a net gain of 31 holders — while 89 added to existing stakes and 116 trimmed.
The largest buyer was Iridian Asset Management, opening a new position worth an estimated $110M. The largest seller was JP Morgan Chase, cutting an estimated $44.9M.
- 353 institutional investors held Marriott Vacations Worldwide (VAC) as of Q1 2019, up from 327 in Q4 2018.
- Funds reported $3.49B of Marriott Vacations Worldwide stock for Q1 2019, up 31% quarter-over-quarter.
- 69 funds opened new Marriott Vacations Worldwide positions in Q1 2019 and 38 closed out, a net change of +31 holders.
- The largest Marriott Vacations Worldwide buyer in Q1 2019 was Iridian Asset Management, an estimated $110M added.
- The largest Marriott Vacations Worldwide seller in Q1 2019 was JP Morgan Chase, an estimated $44.9M sold.
Based on aggregated 13F filings for Q1 2019.