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Banco Macro

73 hedge funds and large institutions have $493M invested in Banco Macro in 2014 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

17% more capital invested

Capital invested by funds: $421M → $493M (+$71.9M)

0.11% more ownership

Funds ownership: 1.82%1.93% (+0.11%)

0% more funds holding

Funds holding: 7373 (0)

4% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 24

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

68% less call options, than puts

Call options by funds: $708K | Put options by funds: $2.22M

Holders
73
Holders Change
Holders Change %
0%
% of All Funds
1.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.13%
New
14
Increased
23
Reduced
24
Closed
11
Calls
$708K
Puts
$2.22M
Net Calls
-$1.51M
Net Calls Change
+$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Genesis Asset Managers
United Kingdom
$97.5M -$990K -25,000 -1%
Lazard Asset Management
2
Lazard Asset Management
New York
$43M +$433K +10,931 +1%
Morgan Stanley
3
Morgan Stanley
New York
$31.2M +$219K +5,539 +0.8%
EC
4
Everest Capital
Florida
$30.2M +$2.8M +70,600 +11%
II
5
INCA Investments
Florida
$30M +$1.09M +27,524 +4%
HSBC Holdings
6
HSBC Holdings
United Kingdom
$21.2M -$233K -5,879 -1%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$19.9M
AllianceBernstein
8
AllianceBernstein
Tennessee
$18.4M +$4.37M +110,440 +36%
BG
9
BlackRock Group
United Kingdom
$16.7M +$1.04M +26,356 +7%
RFC
10
Russell Frank Company
Washington
$16.1M +$787K +19,881 +6%
BIT
11
BlackRock Institutional Trust
California
$15.7M -$2M -50,511 -12%
Schroder Investment Management Group
12
Schroder Investment Management Group
United Kingdom
$12.8M +$11.6M +292,542 New
AGCJ
13
Alden Global Capital (Jersey)
Jersey
$12.1M -$189K -4,771 -2%
BFA
14
BlackRock Fund Advisors
California
$11.6M -$2.17M -54,930 -17%
Franklin Resources
15
Franklin Resources
California
$11.3M +$10.2M +258,696 New
OMCS
16
Old Mutual Customised Solutions
South Africa
$7.99M
Northern Trust
17
Northern Trust
Illinois
$6.34M +$621K +15,674 +12%
AL
18
AJO LP
Pennsylvania
$5.92M +$792K +19,999 +17%
PPA
19
Parametric Portfolio Associates
Washington
$5.84M -$4.09M -103,302 -44%
Fiera Capital (Canada)
20
Fiera Capital (Canada)
Quebec, Canada
$5.34M -$2.54M -64,100 -34%
OAM
21
Oxford Asset Management
United Kingdom
$5.29M +$1.16M +29,359 +32%
EC
22
EMS Capital
New York
$5.03M
Bank of America
23
Bank of America
North Carolina
$4.85M -$715K -18,052 -14%
QCM
24
QFR Capital Management
New York
$4.84M +$4.38M +110,595 New
Wellington Management Group
25
Wellington Management Group
Massachusetts
$4.76M +$1.59M +40,121 +58%

BMA Hedge Fund Activity: Q4 2014 in Review

73 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Banco Macro (BMA) for Q4 2014, worth a combined $493M — up 17% from $421M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new BMA positions and 11 closed out — a net gain of 3 holders — while 23 added to existing stakes and 24 trimmed.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $11.6M. The largest seller was Parametric Portfolio Associates, cutting an estimated $4.09M.

  • 73 institutional investors held Banco Macro (BMA) as of Q4 2014, unchanged from Q3 2014.
  • Funds reported $493M of Banco Macro stock for Q4 2014, up 17% quarter-over-quarter.
  • 14 funds opened new Banco Macro positions in Q4 2014 and 11 closed out, a net change of +3 holders.
  • The largest Banco Macro buyer in Q4 2014 was Schroder Investment Management Group, an estimated $11.6M added.
  • The largest Banco Macro seller in Q4 2014 was Parametric Portfolio Associates, an estimated $4.09M sold.

Based on aggregated 13F filings for Q4 2014.