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BBVA Argentina

71 hedge funds and large institutions have $746M invested in BBVA Argentina in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 22 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 8

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more call options, than puts

Call options by funds: $1.6M | Put options by funds: $1.21M

13% more funds holding

Funds holding: 6371 (+8)

7% less capital invested

Capital invested by funds: $801M → $746M (-$55.3M)

14% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 22

Holders
71
Holders Change
+8
Holders Change %
+12.7%
% of All Funds
1.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
16
Increased
19
Reduced
22
Closed
8
Calls
$1.6M
Puts
$1.21M
Net Calls
+$393K
Net Calls Change
+$4.79M
Name Holding Trade Value Shares
Change
Change in
Stake
Schroder Investment Management Group
1
Schroder Investment Management Group
United Kingdom
$171M +$13.8M +577,543 +8%
Capital World Investors
2
Capital World Investors
California
$131M +$25.2M +1,050,009 +22%
Aberdeen Group
3
Aberdeen Group
United Kingdom
$92.3M +$13.5M +563,196 +16%
Bank of Montreal
4
Bank of Montreal
Ontario, Canada
$63.7M +$679K +28,300 +1%
Deutsche Bank
5
Deutsche Bank
Germany
$40.6M +$6.47M +269,729 +18%
Morgan Stanley
6
Morgan Stanley
New York
$35.7M -$81.1K -3,383 -0.2%
Franklin Resources
7
Franklin Resources
California
$18.3M -$2.93M -122,300 -13%
TIM
8
Thornburg Investment Management
New Mexico
$17.4M -$4.33M -180,707 -19%
MWA
9
Marshall Wace Asia
Hong Kong
$15.9M
TA
10
Teachers Advisors
New York
$15.1M
II
11
INCA Investments
Florida
$13.1M -$9.11M -379,794 -40%
BlackRock
12
BlackRock
New York
$12.6M -$556K -23,191 -4%
DCM
13
Dupont Capital Management
Delaware
$8.95M -$141K -5,887 -1%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$8.87M +$2.2M +91,850 +31%
GXMC
15
Global X Management Company
New York
$8.04M +$423K +17,658 +5%
SC
16
Sagil Capital
United Kingdom
$7.76M
Fiera Capital (Canada)
17
Fiera Capital (Canada)
Quebec, Canada
$7M -$786K -32,785 -10%
AG
18
Ashmore Group
United Kingdom
$6.43M -$4.69M -195,550 -41%
HSBC Holdings
19
HSBC Holdings
United Kingdom
$5.76M -$13.7M -572,998 -69%
GAMA
20
Graticule Asia Macro Advisors
New York
$5.68M -$379K -15,800 -6%
VSI
21
Verde Servicos Internacionais
Brazil
$5.16M -$1.29M -53,895 -19%
DP
22
DSAM Partners
United Kingdom
$5.05M +$1.25M +52,188 +42%
TCIM
23
TIAA CREF Investment Management
New York
$5M
Millennium Management
24
Millennium Management
New York
$4.9M +$5.15M +214,665 New
HCMT
25
Highland Capital Management (Texas)
Texas
$4.21M -$1.26M -52,477 -22%

BBAR Hedge Fund Activity: Q1 2018 in Review

71 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in BBVA Argentina (BBAR) for Q1 2018, worth a combined $746M — down 6.9% from $801M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new BBAR positions and 8 closed out — a net gain of 8 holders — while 19 added to existing stakes and 22 trimmed.

The largest buyer was Capital World Investors, adding an estimated $25.2M. The largest seller was HSBC Holdings, cutting an estimated $13.7M.

  • 71 institutional investors held BBVA Argentina (BBAR) as of Q1 2018, up from 63 in Q4 2017.
  • Funds reported $746M of BBVA Argentina stock for Q1 2018, down 6.9% quarter-over-quarter.
  • 16 funds opened new BBVA Argentina positions in Q1 2018 and 8 closed out, a net change of +8 holders.
  • The largest BBVA Argentina buyer in Q1 2018 was Capital World Investors, an estimated $25.2M added.
  • The largest BBVA Argentina seller in Q1 2018 was HSBC Holdings, an estimated $13.7M sold.

Based on aggregated 13F filings for Q1 2018.