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Marriott Vacations Worldwide

365 hedge funds and large institutions have $3.78B invested in Marriott Vacations Worldwide in 2023 Q2 according to their latest regulatory filings, with 41 funds opening new positions, 93 increasing their positions, 136 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

0.61% less ownership

Funds ownership: 84.1%83.5% (-0.61%)

3% less funds holding

Funds holding: 376365 (-11)

11% less capital invested

Capital invested by funds: $4.24B → $3.78B (-$460M)

16% less first-time investments, than exits

New positions opened: 41 | Existing positions closed: 49

32% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 136

68% less call options, than puts

Call options by funds: $35.5M | Put options by funds: $113M

Holders
365
Holders Change
-11
Holders Change %
-2.93%
% of All Funds
5.73%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
41
Increased
93
Reduced
136
Closed
49
Calls
$35.5M
Puts
$113M
Net Calls
-$77.1M
Net Calls Change
-$8.05M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$408M -$9.09M -70,271 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$389M -$31.9M -246,627 -7%
BAMCO Inc
3
BAMCO Inc
New York
$350M +$9.01M +69,640 +3%
SM
4
Senvest Management
New York
$243M +$16M +123,787 +7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$158M +$7.3M +56,441 +5%
Principal Financial Group
6
Principal Financial Group
Iowa
$156M -$10.6M -81,809 -6%
State Street
7
State Street
Massachusetts
$131M -$1.44M -11,151 -1%
T. Rowe Price Investment Management
8
T. Rowe Price Investment Management
Maryland
$126M -$615K -4,756 -0.5%
JP Morgan Chase
9
JP Morgan Chase
New York
$91.1M +$7.76M +59,975 +9%
LPC
10
Long Pond Capital
New York
$84.3M +$37.7M +291,588 +74%
BAM
11
Burgundy Asset Management
Ontario, Canada
$67.4M +$3.53M +27,317 +5%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$66.1M +$684K +5,289 +1%
LSV Asset Management
13
LSV Asset Management
Illinois
$62.2M +$1.21M +9,325 +2%
Barrow, Hanley, Mewhinney & Strauss
14
Barrow, Hanley, Mewhinney & Strauss
Texas
$61M +$12.9M +99,960 +25%
Wells Fargo
15
Wells Fargo
California
$60.3M +$4.07M +31,438 +7%
VBA
16
Van Berkom & Associates
Quebec, Canada
$56.1M +$4.5M +34,777 +8%
Charles Schwab
17
Charles Schwab
California
$53.4M -$1.26M -9,776 -2%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$52.8M -$3.31M -25,610 -6%
Norges Bank
19
Norges Bank
Norway
$51.2M +$2.85M +22,041 +6%
EW
20
Evoke Wealth
California
$44.7M +$9.8M +75,711 +26%
CCM
21
Channing Capital Management
Illinois
$42.9M +$16.7K +129 +0%
Bank of America
22
Bank of America
North Carolina
$38.8M -$4.63M -35,774 -10%
Victory Capital Management
23
Victory Capital Management
Texas
$35.9M -$355K -2,745 -0.9%
Northern Trust
24
Northern Trust
Illinois
$34.8M -$261K -2,021 -0.7%
Morgan Stanley
25
Morgan Stanley
New York
$34.6M +$4.46M +34,441 +14%

VAC Hedge Fund Activity: Q2 2023 in Review

365 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Marriott Vacations Worldwide (VAC) for Q2 2023, worth a combined $3.78B — down 11% from $4.24B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of VAC and 41 opened new positions — a net loss of 8 holders — while 136 trimmed existing stakes and 93 added.

The largest buyer was Long Pond Capital, adding an estimated $37.7M. The largest seller was Invesco, cutting an estimated $39.6M.

  • 365 institutional investors held Marriott Vacations Worldwide (VAC) as of Q2 2023, down from 376 in Q1 2023.
  • Funds reported $3.78B of Marriott Vacations Worldwide stock for Q2 2023, down 11% quarter-over-quarter.
  • 41 funds opened new Marriott Vacations Worldwide positions in Q2 2023 and 49 closed out, a net change of -8 holders.
  • The largest Marriott Vacations Worldwide buyer in Q2 2023 was Long Pond Capital, an estimated $37.7M added.
  • The largest Marriott Vacations Worldwide seller in Q2 2023 was Invesco, an estimated $39.6M sold.

Based on aggregated 13F filings for Q2 2023.