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Marriott Vacations Worldwide

333 hedge funds and large institutions have $3.45B invested in Marriott Vacations Worldwide in 2019 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 90 increasing their positions, 117 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% less capital invested

Capital invested by funds: $3.49B → $3.45B (-$33.8M)

2.57% less ownership

Funds ownership: 82.47%79.9% (-2.6%)

6% less funds holding

Funds holding: 353333 (-20)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

23% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 117

30% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 50

49% less call options, than puts

Call options by funds: $13M | Put options by funds: $25.7M

Holders
333
Holders Change
-20
Holders Change %
-5.67%
% of All Funds
7.23%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
35
Increased
90
Reduced
117
Closed
50
Calls
$13M
Puts
$25.7M
Net Calls
-$12.7M
Net Calls Change
+$887K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$456M +$28.9M +292,830 +7%
Vanguard Group
2
Vanguard Group
Pennsylvania
$365M -$21M -213,187 -5%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$333M -$15.9M -161,043 -4%
BAMCO Inc
4
BAMCO Inc
New York
$305M -$6.21M -62,916 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$214M -$21.3M -216,189 -9%
SM
6
Senvest Management
New York
$173M -$14.4M -145,758 -7%
IAM
7
Iridian Asset Management
Connecticut
$128M +$10M +101,729 +8%
State Street
8
State Street
Massachusetts
$128M +$7.68M +77,914 +6%
Northern Trust
9
Northern Trust
Illinois
$88M +$1.11M +11,204 +1%
VBA
10
Van Berkom & Associates
Quebec, Canada
$80.8M -$343K -3,474 -0.4%
NCM
11
Nantahala Capital Management
Connecticut
$64.8M +$5.88M +59,657 +10%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$54.1M +$3.43M +34,806 +7%
WCM
13
Wedge Capital Management
North Carolina
$52.2M +$17.3M +175,785 +48%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$51.3M -$4.11M -41,665 -7%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$49M +$3.12M +31,621 +7%
Charles Schwab
16
Charles Schwab
California
$42.2M +$1.04M +10,520 +2%
VOYA Investment Management
17
VOYA Investment Management
Georgia
$40.2M +$17.6M +178,539 +75%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$37.5M +$3.16M +32,013 +9%
Norges Bank
19
Norges Bank
Norway
$37.1M
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$32.2M +$1.39M +14,109 +4%
Bank of America
21
Bank of America
North Carolina
$24.5M -$12.2M -123,637 -33%
N
22
Nuveen
North Carolina
$23.6M +$23.8M +240,848 +6,874%
NSCM
23
New South Capital Management
Tennessee
$21.4M -$1.68M -17,013 -7%
Victory Capital Management
24
Victory Capital Management
Texas
$19.4M -$7.56M -76,668 -28%
Prudential Financial
25
Prudential Financial
New Jersey
$17.4M -$22.6M -229,569 -56%

VAC Hedge Fund Activity: Q2 2019 in Review

333 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Marriott Vacations Worldwide (VAC) for Q2 2019, worth a combined $3.45B — down 0.97% from $3.49B a quarter earlier.

Sellers outnumbered buyers: 50 funds closed out of VAC and 35 opened new positions — a net loss of 15 holders — while 117 trimmed existing stakes and 90 added.

The largest buyer was BlackRock, adding an estimated $28.9M. The largest seller was Waratah Capital Advisors, cutting an estimated $28.4M.

  • 333 institutional investors held Marriott Vacations Worldwide (VAC) as of Q2 2019, down from 353 in Q1 2019.
  • Funds reported $3.45B of Marriott Vacations Worldwide stock for Q2 2019, down 0.97% quarter-over-quarter.
  • 35 funds opened new Marriott Vacations Worldwide positions in Q2 2019 and 50 closed out, a net change of -15 holders.
  • The largest Marriott Vacations Worldwide buyer in Q2 2019 was BlackRock, an estimated $28.9M added.
  • The largest Marriott Vacations Worldwide seller in Q2 2019 was Waratah Capital Advisors, an estimated $28.4M sold.

Based on aggregated 13F filings for Q2 2019.