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Banco Macro

118 hedge funds and large institutions have $380M invested in Banco Macro in 2019 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.59% less ownership

Funds ownership: 2.84%2.25% (-0.59%)

6% less call options, than puts

Call options by funds: $8.74M | Put options by funds: $9.28M

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

16% less funds holding

Funds holding: 140118 (-22)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

48% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 44

72% less capital invested

Capital invested by funds: $1.36B → $380M (-$980M)

Holders
118
Holders Change
-22
Holders Change %
-15.71%
% of All Funds
2.59%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.09%
New
23
Increased
37
Reduced
41
Closed
44
Calls
$8.74M
Puts
$9.28M
Net Calls
-$538K
Net Calls Change
-$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
OAMG
1
Odey Asset Management Group
United Kingdom
$62.7M +$21.3M +456,141 +23%
BlackRock
2
BlackRock
New York
$61.2M -$31M -664,196 -22%
State Street
3
State Street
Massachusetts
$42.2M +$1.41M +30,288 +2%
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$19.7M +$8.18M +175,347 +30%
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$12.5M +$12.6M +271,043 +129%
Renaissance Technologies
6
Renaissance Technologies
New York
$10.5M +$7.56M +162,000 +68%
JP Morgan Chase
7
JP Morgan Chase
New York
$9.99M -$5.64M -120,884 -24%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$9.76M +$4.66M +99,884 +36%
Northern Trust
9
Northern Trust
Illinois
$7.55M -$6.43M -137,774 -32%
APG Asset Management
10
APG Asset Management
Netherlands
$6.09M +$6.8M +145,800 +133%
Vanguard Group
11
Vanguard Group
Pennsylvania
$5.69M -$95K -2,036 -0.9%
Deutsche Bank
12
Deutsche Bank
Germany
$5.67M -$9.68M -207,417 -49%
Fidelity International
13
Fidelity International
Bermuda
$4.88M -$57.7M -1,235,906 -87%
Legal & General Group
14
Legal & General Group
United Kingdom
$4.68M -$1.19M -25,610 -12%
UBS AM
15
UBS AM
Illinois
$4.08M +$2.39M +51,250 +49%
Man Group
16
Man Group
United Kingdom
$3.76M -$9.29M -199,088 -58%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$3.66M +$5.95M +127,600 +1,005%
Massachusetts Financial Services
18
Massachusetts Financial Services
Massachusetts
$3.49M -$10.6M -227,583 -63%
Morgan Stanley
19
Morgan Stanley
New York
$3.36M -$6.4M -137,216 -52%
Two Sigma Investments
20
Two Sigma Investments
New York
$3.12M +$3.58M +76,654 +177%
Goldman Sachs
21
Goldman Sachs
New York
$2.96M -$3.46M -74,066 -39%
MAMNY
22
Marathon Asset Management (New York)
New York
$2.93M +$5.25M +112,432 New
CS
23
Credit Suisse
Switzerland
$2.92M +$633K +13,575 +14%
D.E. Shaw & Co
24
D.E. Shaw & Co
New York
$2.89M +$5.19M +111,230 New
Sumitomo Mitsui Trust Group
25
Sumitomo Mitsui Trust Group
Japan
$2.89M -$426K -9,138 -8%

BMA Hedge Fund Activity: Q3 2019 in Review

118 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Banco Macro (BMA) for Q3 2019, worth a combined $380M — down 72% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 44 funds closed out of BMA and 23 opened new positions — a net loss of 21 holders — while 41 trimmed existing stakes and 37 added.

The largest buyer was Odey Asset Management Group, adding an estimated $21.3M. The largest seller was Fidelity International, cutting an estimated $57.7M.

  • 118 institutional investors held Banco Macro (BMA) as of Q3 2019, down from 140 in Q2 2019.
  • Funds reported $380M of Banco Macro stock for Q3 2019, down 72% quarter-over-quarter.
  • 23 funds opened new Banco Macro positions in Q3 2019 and 44 closed out, a net change of -21 holders.
  • The largest Banco Macro buyer in Q3 2019 was Odey Asset Management Group, an estimated $21.3M added.
  • The largest Banco Macro seller in Q3 2019 was Fidelity International, an estimated $57.7M sold.

Based on aggregated 13F filings for Q3 2019.