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Grupo Aeroportuario del Sureste

89 hedge funds and large institutions have $742M invested in Grupo Aeroportuario del Sureste in 2020 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

2% more capital invested

Capital invested by funds: $727M → $742M (+$14.6M)

0.02% less ownership

Funds ownership: 2.34%2.32% (-0.02%)

7% less funds holding

Funds holding: 9689 (-7)

29% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 21

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $708K

Holders
89
Holders Change
-7
Holders Change %
-7.29%
% of All Funds
1.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
15
Increased
33
Reduced
32
Closed
21
Calls
Puts
$708K
Net Calls
-$708K
Net Calls Change
-$641K
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$166M +$27M +248,479 +21%
HL
2
Harding Loevner
New Jersey
$126M -$8.96M -82,392 -7%
JP Morgan Chase
3
JP Morgan Chase
New York
$85.2M -$2.57M -23,659 -3%
Ninety One (UK)
4
Ninety One (UK)
United Kingdom
$42.1M +$1.04M +9,558 +3%
ACI
5
AMP Capital Investors
Australia
$41.8M +$5.44M +50,005 +16%
BlackRock
6
BlackRock
New York
$39.7M +$64.4K +592 +0.2%
Renaissance Technologies
7
Renaissance Technologies
New York
$27.4M -$3.03M -27,900 -11%
USGIU
8
U.S. Global Investors (USGI)
Texas
$18.1M +$6.3M +57,938 +59%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$15.4M -$1.08M -9,951 -7%
NONA
10
Ninety One North America
New York
$14.8M -$177K -1,631 -1%
WCM Investment Management
11
WCM Investment Management
California
$14.4M +$1.52M +13,985 +13%
MNG
12
Manning & Napier Group
New York
$12.2M +$441K +4,053 +4%
Mitsubishi UFJ Trust & Banking
13
Mitsubishi UFJ Trust & Banking
Japan
$12M +$1.35M +12,406 +14%
State Street
14
State Street
Massachusetts
$11M +$424K +3,900 +4%
Handelsbanken Fonder
15
Handelsbanken Fonder
Sweden
$10.6M -$978K -9,000 -9%
Arrowstreet Capital
16
Arrowstreet Capital
Massachusetts
$8.47M -$1.73M -15,932 -18%
VC
17
Voss Capital
Texas
$7.39M +$2.09M +19,210 +43%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$7.16M +$537K +4,938 +9%
Bessemer Group
19
Bessemer Group
New Jersey
$6.5M -$5.39M -49,620 -47%
Dimensional Fund Advisors
20
Dimensional Fund Advisors
Texas
$6.37M -$701K -6,445 -11%
Fidelity International
21
Fidelity International
Bermuda
$5.92M +$5.55M +51,040 New
Grantham, Mayo, Van Otterloo & Co (GMO)
22
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.65M +$1.77M +16,300 +50%
Federated Hermes
23
Federated Hermes
Pennsylvania
$5.24M +$4.91M +45,180 New
Bank of New York Mellon
24
Bank of New York Mellon
New York
$5.01M -$29.4K -270 -0.6%
SCA
25
Southpoint Capital Advisors
New York
$4.64M +$4.35M +40,000 New

ASR Hedge Fund Activity: Q3 2020 in Review

89 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Grupo Aeroportuario del Sureste (ASR) for Q3 2020, worth a combined $742M — up 2% from $727M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of ASR and 15 opened new positions — a net loss of 6 holders — while 32 trimmed existing stakes and 33 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $27M. The largest seller was RWC Asset Advisors, exiting entirely with an estimated $13.9M sold.

  • 89 institutional investors held Grupo Aeroportuario del Sureste (ASR) as of Q3 2020, down from 96 in Q2 2020.
  • Funds reported $742M of Grupo Aeroportuario del Sureste stock for Q3 2020, up 2% quarter-over-quarter.
  • 15 funds opened new Grupo Aeroportuario del Sureste positions in Q3 2020 and 21 closed out, a net change of -6 holders.
  • The largest Grupo Aeroportuario del Sureste buyer in Q3 2020 was T. Rowe Price Associates, an estimated $27M added.
  • The largest Grupo Aeroportuario del Sureste seller in Q3 2020 was RWC Asset Advisors, an estimated $13.9M sold.

Based on aggregated 13F filings for Q3 2020.