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Banco Macro

100 hedge funds and large institutions have $223M invested in Banco Macro in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.21% less ownership

Funds ownership: 2.21%2% (-0.21%)

3% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 36

3% less funds holding

Funds holding: 103100 (-3)

11% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 18

30% less call options, than puts

Call options by funds: $2.88M | Put options by funds: $4.14M

56% less capital invested

Capital invested by funds: $502M → $223M (-$278M)

Holders
100
Holders Change
-3
Holders Change %
-2.91%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
16
Increased
35
Reduced
36
Closed
18
Calls
$2.88M
Puts
$4.14M
Net Calls
-$1.26M
Net Calls Change
-$10.5M
Name Holding Trade Value Shares
Change
Change in
Stake
OAMG
1
Odey Asset Management Group
United Kingdom
$46.6M +$1.19M +41,382 +2%
BlackRock
2
BlackRock
New York
$36.7M -$5.41M -188,862 -8%
State Street
3
State Street
Massachusetts
$27.1M +$1.95M +67,995 +4%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$12.7M +$7.6M +265,423 +55%
LSV Asset Management
5
LSV Asset Management
Illinois
$6.92M +$6.68M +233,158 +134%
Grantham, Mayo, Van Otterloo & Co (GMO)
6
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$5.87M +$642K +22,400 +7%
Northern Trust
7
Northern Trust
Illinois
$5.17M -$25.2K -881 -0.3%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$4.84M +$3.05M +106,665 +60%
Vanguard Group
9
Vanguard Group
Pennsylvania
$3.74M +$101K +3,521 +2%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$3.36M +$2.8M +97,752 +98%
Legal & General Group
11
Legal & General Group
United Kingdom
$3.33M +$106K +3,684 +2%
UBS AM
12
UBS AM
Illinois
$3.24M +$266K +9,300 +5%
AAF
13
Andra AP-fonden
Sweden
$2.94M +$1.75M +61,200 +55%
CS
14
Credit Suisse
Switzerland
$2.87M +$1.53M +53,436 +46%
APG Asset Management
15
APG Asset Management
Netherlands
$2.69M +$375K +13,100 +9%
HSBC Holdings
16
HSBC Holdings
United Kingdom
$2.52M -$3.02M -105,358 -42%
PI
17
Putnam Investments
Massachusetts
$2.48M -$295K -10,288 -7%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$2.35M +$334K +11,660 +9%
Massachusetts Financial Services
19
Massachusetts Financial Services
Massachusetts
$2.18M -$519K -18,135 -12%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$2.1M +$194K +6,784 +6%
JP Morgan Chase
21
JP Morgan Chase
New York
$1.85M -$1.23M -43,071 -28%
Mirae Asset Global Investments
22
Mirae Asset Global Investments
South Korea
$1.78M -$1.01M -35,332 -25%
Swiss National Bank
23
Swiss National Bank
Switzerland
$1.74M
Renaissance Technologies
24
Renaissance Technologies
New York
$1.59M -$207K -7,215 -7%
Teacher Retirement System of Texas
25
Teacher Retirement System of Texas
Texas
$1.56M +$2.06M +72,007 +357%

BMA Hedge Fund Activity: Q1 2020 in Review

100 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Banco Macro (BMA) for Q1 2020, worth a combined $223M — down 56% from $502M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of BMA and 16 opened new positions — a net loss of 2 holders — while 36 trimmed existing stakes and 35 added.

The largest buyer was Acadian Asset Management, adding an estimated $7.6M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $27.4M sold.

  • 100 institutional investors held Banco Macro (BMA) as of Q1 2020, down from 103 in Q4 2019.
  • Funds reported $223M of Banco Macro stock for Q1 2020, down 56% quarter-over-quarter.
  • 16 funds opened new Banco Macro positions in Q1 2020 and 18 closed out, a net change of -2 holders.
  • The largest Banco Macro buyer in Q1 2020 was Acadian Asset Management, an estimated $7.6M added.
  • The largest Banco Macro seller in Q1 2020 was Baillie Gifford & Co, an estimated $27.4M sold.

Based on aggregated 13F filings for Q1 2020.