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Banco Macro

140 hedge funds and large institutions have $1.36B invested in Banco Macro in 2019 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 32

90% more capital invested

Capital invested by funds: $715M → $1.36B (+$644M)

40% more funds holding

Funds holding: 100140 (+40)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

15% more call options, than puts

Call options by funds: $26.8M | Put options by funds: $23.2M

0.47% more ownership

Funds ownership: 2.37%2.84% (+0.47%)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

Holders
140
Holders Change
+40
Holders Change %
+40%
% of All Funds
3.04%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.11%
New
72
Increased
28
Reduced
29
Closed
32
Calls
$26.8M
Puts
$23.2M
Net Calls
+$3.54M
Net Calls Change
+$9.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Mackenzie Financial
26
Mackenzie Financial
Ontario, Canada
$10.6M +$1.03M +19,877 +16%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$9.28M -$2.33M -45,134 -26%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$8.76M +$6.21M +120,241 New
HL
29
Harding Loevner
New Jersey
$8.73M -$1.99M -38,437 -24%
CIM
30
Consilium Investment Management
Florida
$8.23M +$5.84M +112,994 New
AAMU
31
Amundi Asset Management US
Massachusetts
$8.04M +$4.36M +84,356 New
UBS AM
32
UBS AM
Illinois
$7.68M +$5.44M +105,400 New
Geode Capital Management
33
Geode Capital Management
Massachusetts
$7.58M +$5.41M +104,765 New
CS
34
Credit Suisse
Switzerland
$7.19M +$3.77M +72,979 +283%
APG Asset Management
35
APG Asset Management
Netherlands
$6.99M +$5.65M +109,300 New
Swiss National Bank
36
Swiss National Bank
Switzerland
$6.49M +$4.6M +89,138 New
CGI
37
Comgest Global Investors
France
$6.2M -$837K -16,200 -16%
Mirae Asset Global Investments
38
Mirae Asset Global Investments
South Korea
$6.1M -$38.7K -749 -0.9%
BS
39
Banco Santander
Spain
$5.91M +$2.91M +56,390 +229%
Aberdeen Group
40
Aberdeen Group
United Kingdom
$5.59M +$1.44M +27,800 +57%
BNP Paribas Financial Markets
41
BNP Paribas Financial Markets
France
$5.49M +$602K +11,653 +18%
IUHSA
42
Itau Unibanco Holding S.A.
Brazil
$4.94M +$3.5M +67,770 New
Wells Fargo
43
Wells Fargo
California
$4.61M -$325K -6,294 -9%
AAF
44
Andra AP-fonden
Sweden
$4.48M +$3.18M +61,500 New
N
45
Nuveen
North Carolina
$4.47M +$3.17M +61,400 New
GFM
46
Gramercy Funds Management
Connecticut
$4.37M
PI
47
Putnam Investments
Massachusetts
$4.23M +$3M +58,051 New
CCA
48
Canyon Capital Advisors
Texas
$4.2M -$579K -11,214 -16%
AC
49
AMS Capital
Brazil
$4.17M
UBS Group
50
UBS Group
Switzerland
$3.96M +$2.04M +39,529 +265%

BMA Hedge Fund Activity: Q2 2019 in Review

140 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Banco Macro (BMA) for Q2 2019, worth a combined $1.36B — up 90% from $715M a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BMA positions and 32 closed out — a net gain of 40 holders — while 28 added to existing stakes and 29 trimmed.

The largest buyer was State Street, opening a new position worth an estimated $82.2M. The largest seller was Schroder Investment Management Group, cutting an estimated $27.5M.

  • 140 institutional investors held Banco Macro (BMA) as of Q2 2019, up from 100 in Q1 2019.
  • Funds reported $1.36B of Banco Macro stock for Q2 2019, up 90% quarter-over-quarter.
  • 72 funds opened new Banco Macro positions in Q2 2019 and 32 closed out, a net change of +40 holders.
  • The largest Banco Macro buyer in Q2 2019 was State Street, an estimated $82.2M added.
  • The largest Banco Macro seller in Q2 2019 was Schroder Investment Management Group, an estimated $27.5M sold.

Based on aggregated 13F filings for Q2 2019.