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Marriott Vacations Worldwide

346 hedge funds and large institutions have $3.93B invested in Marriott Vacations Worldwide in 2022 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 79 increasing their positions, 147 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

379% more call options, than puts

Call options by funds: $38.4M | Put options by funds: $8M

1.98% more ownership

Funds ownership: 80.18%82.16% (+2%)

2% more capital invested

Capital invested by funds: $3.86B → $3.93B (+$71.6M)

3% less funds holding

Funds holding: 356346 (-10)

13% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 40

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

46% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 147

Holders
346
Holders Change
-10
Holders Change %
-2.81%
% of All Funds
5.96%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
35
Increased
79
Reduced
147
Closed
40
Calls
$38.4M
Puts
$8M
Net Calls
+$30.4M
Net Calls Change
+$9.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$422M -$7.8M -57,467 -2%
BlackRock
2
BlackRock
New York
$400M -$24.2M -177,994 -5%
BAMCO Inc
3
BAMCO Inc
New York
$333M +$26.1M +191,995 +8%
SM
4
Senvest Management
New York
$278M +$18M +132,490 +6%
Principal Financial Group
5
Principal Financial Group
Iowa
$227M -$3.16M -23,266 -1%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$150M +$8.57M +63,098 +5%
State Street
7
State Street
Massachusetts
$131M -$4.5M -33,132 -3%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$125M +$140M +1,027,958 New
Invesco
9
Invesco
Georgia
$96.4M +$14.5M +106,919 +16%
JP Morgan Chase
10
JP Morgan Chase
New York
$91.9M -$2.84M -20,891 -3%
BAM
11
Burgundy Asset Management
Ontario, Canada
$63.5M -$1.87M -13,795 -3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$61.7M -$3.42M -25,156 -5%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$59.1M -$2.71M -19,958 -4%
LPC
14
Long Pond Capital
New York
$58.9M +$14.4M +106,073 +28%
Citadel Advisors
15
Citadel Advisors
Florida
$56.8M -$28.7M -211,767 -31%
TCG
16
Tremblant Capital Group
Florida
$56.3M +$3.83M +28,244 +7%
Macquarie Group
17
Macquarie Group
Australia
$54.8M -$2.67M -19,650 -4%
TCM
18
TimesSquare Capital Management
New York
$54.5M +$5.57M +41,000 +10%
Charles Schwab
19
Charles Schwab
California
$53.6M -$1.26M -9,279 -2%
Barrow, Hanley, Mewhinney & Strauss
20
Barrow, Hanley, Mewhinney & Strauss
Texas
$52.8M -$17.5M -128,884 -23%
VBA
21
Van Berkom & Associates
Quebec, Canada
$49.4M -$5.12M -37,719 -9%
CCM
22
Channing Capital Management
Illinois
$47.1M +$1.73M +12,748 +3%
Norges Bank
23
Norges Bank
Norway
$45.6M +$43.2K +318 +0.1%
PFO
24
Pathstone Family Office
New Jersey
$37.4M +$21M +154,609 +101%
EW
25
Evoke Wealth
California
$36.5M +$6.79M +50,000 +20%

VAC Hedge Fund Activity: Q3 2022 in Review

346 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Marriott Vacations Worldwide (VAC) for Q3 2022, worth a combined $3.93B — up 1.9% from $3.86B a quarter earlier.

Sellers outnumbered buyers: 40 funds closed out of VAC and 35 opened new positions — a net loss of 5 holders — while 147 trimmed existing stakes and 79 added.

The largest buyer was BAMCO Inc, adding an estimated $26.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $145M.

  • 346 institutional investors held Marriott Vacations Worldwide (VAC) as of Q3 2022, down from 356 in Q2 2022.
  • Funds reported $3.93B of Marriott Vacations Worldwide stock for Q3 2022, up 1.9% quarter-over-quarter.
  • 35 funds opened new Marriott Vacations Worldwide positions in Q3 2022 and 40 closed out, a net change of -5 holders.
  • The largest Marriott Vacations Worldwide buyer in Q3 2022 was BAMCO Inc, an estimated $26.1M added.
  • The largest Marriott Vacations Worldwide seller in Q3 2022 was T. Rowe Price Associates, an estimated $145M sold.

Based on aggregated 13F filings for Q3 2022.