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Banco Macro

89 hedge funds and large institutions have $631M invested in Banco Macro in 2015 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 21 increasing their positions, 36 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

178% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 9

80% more funds holding in top 10

Funds holding in top 10: 59 (+4)

49% more call options, than puts

Call options by funds: $9.36M | Put options by funds: $6.29M

28% more capital invested

Capital invested by funds: $493M → $631M (+$139M)

22% more funds holding

Funds holding: 7389 (+16)

0.04% less ownership

Funds ownership: 1.93%1.89% (-0.04%)

42% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 36

Holders
89
Holders Change
+16
Holders Change %
+21.92%
% of All Funds
2.37%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.24%
New
25
Increased
21
Reduced
36
Closed
9
Calls
$9.36M
Puts
$6.29M
Net Calls
+$3.08M
Net Calls Change
+$4.58M
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Genesis Asset Managers
United Kingdom
$113M -$12.9M -259,522 -12%
Lazard Asset Management
2
Lazard Asset Management
New York
$55.8M -$372K -7,506 -0.8%
AllianceBernstein
3
AllianceBernstein
Tennessee
$44M +$17.2M +347,844 +83%
Morgan Stanley
4
Morgan Stanley
New York
$41.2M +$325K +6,556 +0.9%
II
5
INCA Investments
Florida
$36.8M -$2.16M -43,500 -6%
Schroder Investment Management Group
6
Schroder Investment Management Group
United Kingdom
$32.7M +$13M +261,558 +89%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$24.9M -$967K -19,515 -4%
RFC
8
Russell Frank Company
Washington
$23.1M +$1.46M +29,422 +8%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$20.7M -$6.07M -122,515 -25%
BIT
10
BlackRock Institutional Trust
California
$19.3M -$1.06M -21,414 -6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$19.1M +$16.5M +333,500 New
DCM
12
Driehaus Capital Management
Illinois
$17.6M +$15.2M +307,347 New
BFA
13
BlackRock Fund Advisors
California
$16.9M +$1.54M +31,138 +12%
Goldman Sachs
14
Goldman Sachs
New York
$13.6M +$7.38M +148,778 +166%
BG
15
BlackRock Group
United Kingdom
$11.4M -$9.06M -182,753 -48%
Franklin Resources
16
Franklin Resources
California
$10.2M -$4.01M -80,786 -31%
Northern Trust
17
Northern Trust
Illinois
$9.04M +$655K +13,206 +9%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$8.55M +$3.15M +63,611 +74%
AGC
19
Alden Global Capital
Florida
$8.46M +$7.34M +147,993 New
QCM
20
QFR Capital Management
New York
$8.32M +$1.73M +34,915 +32%
SCU
21
Spinnaker Capital (UK)
United Kingdom
$6.86M +$5.95M +120,000 New
EC
22
EMS Capital
New York
$6.65M +$59.5K +1,200 +1%
DFO
23
Duquesne Family Office
New York
$6.3M +$5.46M +110,100 New
OMCS
24
Old Mutual Customised Solutions
South Africa
$6.27M -$3.62M -73,100 -40%
BOTOTLSJU
25
Board of Trustees of The Leland Stanford Junior University
California
$6.25M +$480K +9,686 +10%

BMA Hedge Fund Activity: Q1 2015 in Review

89 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in Banco Macro (BMA) for Q1 2015, worth a combined $631M — up 28% from $493M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BMA positions and 9 closed out — a net gain of 16 holders — while 21 added to existing stakes and 36 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $17.2M. The largest seller was Everest Capital, cutting an estimated $32.6M.

  • 89 institutional investors held Banco Macro (BMA) as of Q1 2015, up from 73 in Q4 2014.
  • Funds reported $631M of Banco Macro stock for Q1 2015, up 28% quarter-over-quarter.
  • 25 funds opened new Banco Macro positions in Q1 2015 and 9 closed out, a net change of +16 holders.
  • The largest Banco Macro buyer in Q1 2015 was AllianceBernstein, an estimated $17.2M added.
  • The largest Banco Macro seller in Q1 2015 was Everest Capital, an estimated $32.6M sold.

Based on aggregated 13F filings for Q1 2015.