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Banco Macro

102 hedge funds and large institutions have $718M invested in Banco Macro in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 35 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

40% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 25

18% more capital invested

Capital invested by funds: $607M → $718M (+$110M)

13% more funds holding

Funds holding: 90102 (+12)

0.12% more ownership

Funds ownership: 1.82%1.95% (+0.12%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

24% less call options, than puts

Call options by funds: $1.72M | Put options by funds: $2.26M

Holders
102
Holders Change
+12
Holders Change %
+13.33%
% of All Funds
2.72%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.16%
New
25
Increased
35
Reduced
25
Closed
13
Calls
$1.72M
Puts
$2.26M
Net Calls
-$542K
Net Calls Change
-$413K
Name Holding Trade Value Shares
Change
Change in
Stake
GAM
1
Genesis Asset Managers
United Kingdom
$66.8M
Morgan Stanley
2
Morgan Stanley
New York
$61M +$5.48M +85,902 +10%
Lazard Asset Management
3
Lazard Asset Management
New York
$59.6M -$5.25M -82,287 -8%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$47.8M +$14.8M +232,100 +44%
PC
5
PointState Capital
New York
$39.6M
AllianceBernstein
6
AllianceBernstein
Tennessee
$30.6M -$16M -251,215 -35%
EC
7
EMS Capital
New York
$28.6M +$262K +4,100 +0.9%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$24.1M +$22.9M +358,758 +2,378%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$23.3M -$4.31M -67,623 -16%
RFC
10
Russell Frank Company
Washington
$23M -$6.69M -104,924 -23%
HIM
11
Hermes Investment Management
United Kingdom
$18.8M +$566K +8,870 +3%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$18.5M -$581K -9,108 -3%
BG
13
BlackRock Group
United Kingdom
$18.4M +$6.2M +97,133 +52%
Wellington Management Group
14
Wellington Management Group
Massachusetts
$18.1M +$757K +11,860 +4%
Goldman Sachs
15
Goldman Sachs
New York
$18.1M +$60.6K +950 +0.3%
DCM
16
Dupont Capital Management
Delaware
$17.6M +$17.4M +273,318 New
BIT
17
BlackRock Institutional Trust
California
$15.5M -$1.03M -16,194 -6%
BCM
18
Bienville Capital Management
New York
$14.1M
AGC
19
Alden Global Capital
Florida
$13.3M -$3.55M -55,700 -21%
BFA
20
BlackRock Fund Advisors
California
$11.3M -$1.42M -22,317 -11%
Northern Trust
21
Northern Trust
Illinois
$10.1M +$169K +2,646 +2%
WA
22
Wasatch Advisors
Utah
$9.79M +$9.94M +155,723 New
DCM
23
Discovery Capital Management
Connecticut
$9.16M
SCU
24
Spinnaker Capital (UK)
United Kingdom
$7.74M
CANY
25
Caxton Associates (New York)
New York
$7.26M +$7.18M +112,586 New

BMA Hedge Fund Activity: Q1 2016 in Review

102 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Banco Macro (BMA) for Q1 2016, worth a combined $718M — up 18% from $607M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new BMA positions and 13 closed out — a net gain of 12 holders — while 35 added to existing stakes and 25 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $22.9M. The largest seller was AllianceBernstein, cutting an estimated $16M.

  • 102 institutional investors held Banco Macro (BMA) as of Q1 2016, up from 90 in Q4 2015.
  • Funds reported $718M of Banco Macro stock for Q1 2016, up 18% quarter-over-quarter.
  • 25 funds opened new Banco Macro positions in Q1 2016 and 13 closed out, a net change of +12 holders.
  • The largest Banco Macro buyer in Q1 2016 was Fidelity Investments, an estimated $22.9M added.
  • The largest Banco Macro seller in Q1 2016 was AllianceBernstein, an estimated $16M sold.

Based on aggregated 13F filings for Q1 2016.