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Banco Macro

108 hedge funds and large institutions have $891M invested in Banco Macro in 2016 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 37 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

28% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 29

24% more capital invested

Capital invested by funds: $718M → $891M (+$174M)

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

6% more funds holding

Funds holding: 102108 (+6)

0.15% more ownership

Funds ownership: 1.95%2.09% (+0.15%)

9% less call options, than puts

Call options by funds: $6.28M | Put options by funds: $6.93M

Holders
108
Holders Change
+6
Holders Change %
+5.88%
% of All Funds
2.88%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.19%
New
24
Increased
37
Reduced
29
Closed
16
Calls
$6.28M
Puts
$6.93M
Net Calls
-$642K
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$107M +$32.4M +493,168 +52%
GAM
2
Genesis Asset Managers
United Kingdom
$76.9M
Lazard Asset Management
3
Lazard Asset Management
New York
$68.1M -$442K -6,724 -0.7%
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$56.6M +$115K +1,747 +0.2%
PC
5
PointState Capital
New York
$45.6M
Fidelity Investments
6
Fidelity Investments
Massachusetts
$37.2M +$8.42M +127,980 +34%
EC
7
EMS Capital
New York
$34.8M +$1.68M +25,550 +6%
HIM
8
Hermes Investment Management
United Kingdom
$31.4M +$8.77M +133,299 +46%
Arrowstreet Capital
9
Arrowstreet Capital
Massachusetts
$25.9M -$802K -12,200 -3%
Goldman Sachs
10
Goldman Sachs
New York
$22.6M +$1.54M +23,367 +8%
DCM
11
Dupont Capital Management
Delaware
$21.7M +$1.29M +19,547 +7%
HSBC Holdings
12
HSBC Holdings
United Kingdom
$20.9M -$383K -5,816 -2%
BG
13
BlackRock Group
United Kingdom
$19.2M -$1.78M -26,996 -9%
AllianceBernstein
14
AllianceBernstein
Tennessee
$17.5M -$15.7M -238,146 -50%
EA
15
Emerald Acquisition
Washington
$17.2M +$15.2M +231,352 New
William Blair Investment Management
16
William Blair Investment Management
Illinois
$16.8M +$14.8M +225,777 New
BCM
17
Bienville Capital Management
New York
$16.6M +$375K +5,705 +3%
BIT
18
BlackRock Institutional Trust
California
$15.6M -$1.99M -30,291 -13%
Wellington Management Group
19
Wellington Management Group
Massachusetts
$14.7M -$5.42M -82,439 -29%
BFA
20
BlackRock Fund Advisors
California
$12.6M -$400K -6,087 -3%
WA
21
Wasatch Advisors
Utah
$12.4M +$757K +11,507 +7%
DCM
22
Discovery Capital Management
Connecticut
$10.5M
FPP
23
Findlay Park Partners
United Kingdom
$10.4M +$4.6M +70,000 +100%
Northern Trust
24
Northern Trust
Illinois
$10M -$2.22M -33,723 -20%
Franklin Resources
25
Franklin Resources
California
$9.27M +$2.45M +37,319 +43%

BMA Hedge Fund Activity: Q2 2016 in Review

108 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Banco Macro (BMA) for Q2 2016, worth a combined $891M — up 24% from $718M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new BMA positions and 16 closed out — a net gain of 8 holders — while 37 added to existing stakes and 29 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $32.4M. The largest seller was AllianceBernstein, cutting an estimated $15.7M.

  • 108 institutional investors held Banco Macro (BMA) as of Q2 2016, up from 102 in Q1 2016.
  • Funds reported $891M of Banco Macro stock for Q2 2016, up 24% quarter-over-quarter.
  • 24 funds opened new Banco Macro positions in Q2 2016 and 16 closed out, a net change of +8 holders.
  • The largest Banco Macro buyer in Q2 2016 was Morgan Stanley, an estimated $32.4M added.
  • The largest Banco Macro seller in Q2 2016 was AllianceBernstein, an estimated $15.7M sold.

Based on aggregated 13F filings for Q2 2016.