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MACYS INC
MACYS INC. Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 35 Institutional holders with a total value of $167,728,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 JAMES INVESTMENT RESEARCH, INC. 963,552 57,129,000 34.06%
2 Curi Capital, LLC 264,969 15,710,000 9.37%
3 VALLEY FORGE ASSET MANAGEMENT, LLC 216,825 12,856,000 7.66%
4 QCI ASSET MANAGEMENT INC/NY 180,178 10,683,000 6.37%
5 KR CAPITAL ADVISORS INC 141,022 8,361,000 4.98%
6 VAUGHAN DAVID INVESTMENTS LLC/IL 138,580 8,216,000 4.90%
7 CYPRESS CAPITAL MANAGEMENT LLC 127,975 7,588,000 4.52%
8 PATTEN & PATTEN INC/TN 104,190 6,177,000 3.68%
9 Eagle Ridge Investment Management 100,469 5,957,000 3.55%
10 ROSENBLUM SILVERMAN SUTTON S F INC /CA 78,295 4,642,000 2.77%
11 CG Asset Management LLC 70,650 4,189,000 2.50%
12 Banyan Partners, LLC 63,883 3,788,000 2.26%
13 Regent Investment Management LLC 60,970 3,615,000 2.16%
14 World Asset Management Inc 51,947 3,080,000 1.84%
15 NorthCoast Asset Management LLC 45,537 2,700,000 1.61%
16 Constellation Wealth Advisors, LLC 42,617 2,526,000 1.51%
17 COLDSTREAM CAPITAL MANAGEMENT INC 35,510 2,105,000 1.26%
18 Horan Capital Advisors, LLC. 28,155 1,669,000 1.00%
19 KCM INVESTMENT ADVISORS LLC 25,734 1,526,000 0.91%
20 ALBION FINANCIAL GROUP /UT 13,156 780,000 0.47%
21 Veritable, L.P. 12,838 761,000 0.45%
22 J.P. Morgan Private Wealth Advisors LLC 7,502 445,000 0.27%
23 REYNOLDS CAPITAL MANAGEMENT LLC 7,400 439,000 0.26%
24 Ameritas Investment Partners, Inc. 7,377 437,000 0.26%
25 Savant Capital, LLC 7,050 418,000 0.25%
26 Laird Norton Wetherby Wealth Management, LLC 6,598 391,000 0.23%
27 CrestPoint Capital Management, LLC 5,400 320,000 0.19%
28 NICHOLS & PRATT ADVISERS LLP /MA 5,000 296,000 0.18%
29 Legacy Capital Partners, Inc. 4,190 249,000 0.15%
30 DREMAN VALUE MANAGEMENT, L L C 4,135 245,000 0.15%
31 CATAWBA CAPITAL MANAGEMENT /VA 3,845 228,000 0.14%
32 SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1,800 107,000 0.06%
33 EFG Private Wealth Management (Americas) Corp. 1,135 67,000 0.04%
34 TOCQUEVILLE ASSET MANAGEMENT L.P. 361 21,000 0.01%
35 Plante Moran Financial Advisors, LLC 110 7,000 0.00%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.