Which hedge funds own M? Macy's, Inc, Q2 2026 13F holders
46 tracked hedge funds disclosed a position in M (Macy's, Inc) in their Q2 2026 13F filings, worth $994.5m in total. The largest holder by portfolio weight is Barington Companies Management, LLC at 21.1% of its book. 15 opened a new position this quarter: Lotus Technology Management, LP, Ares Systematic Credit Ltd, Woodline Partners LP, Balyasny Asset Management L.P.. 19 exited: J. Goldman & Co LP, FORA Capital, LLC, Scientech Research LLC.
- 46
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 15
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 19
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $146m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $49.0m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $994m
- Combined value Sum of the holders' reported positions in the security.
- 3.7%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| J. Goldman & Co LP | 0.6% | $12.2m |
| FORA Capital, LLC | 0.2% | $3.3m |
| Scientech Research LLC | 0.2% | $201k |
| Cygnus Capital Advisors, LLC | 0.1% | $213k |
| Unifi Asset Management LP | 0.1% | $226k |
| Machina Capital S.A.S. | 0.1% | $626k |
| EntryPoint Capital, LLC | 0.09% | $305k |
| Quantitative Investment Management, LLC | 0.08% | $801k |
| Entropy Technologies, LP | 0.08% | $1.7m |
| Dark Forest Capital Management LP | 0.06% | $665k |
| Voloridge Investment Management, LLC | 0.05% | $11.2m |
| Quantbot Technologies LP | 0.04% | $944k |
| Mirabella Financial Services LLP | 0.02% | $255k |
| Qube Research & Technologies Ltd | 0.02% | $14.6m |
| Mangrove Partners IM, LLC | 0.02% | $223k |
| Alphadyne Asset Management LP | 0.01% | $111k |
| Graham Capital Management, L.P. | 0.01% | $388k |
| Brevan Howard Capital Management LP | 0.01% | $997k |
| Hillsdale Investment Management Inc. | 0.0% | $14.5k |
Ownership over time
Who discovered M first? Beta
The run: Q3 2020 → Q4 2021, +359%
| Prentice Capital Management, LP high conviction | Q1 2020 | 0.5% | +0.7 pts |
| Appaloosa high conviction | Q4 2020 | – | −1.1 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.