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BSMX

Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México

Delisted

BSMX was delisted on the 4th of May, 2023.

102 hedge funds and large institutions have $2.66B invested in Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México in 2014 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 31 increasing their positions, 36 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

5% less funds holding

Funds holding: 107102 (-5)

6% less capital invested

Capital invested by funds: $2.83B → $2.66B (-$171M)

13% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 24

14% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 36

96% less call options, than puts

Call options by funds: $34K | Put options by funds: $908K

Holders
102
Holders Change
-5
Holders Change %
-4.67%
% of All Funds
2.95%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
21
Increased
31
Reduced
36
Closed
24
Calls
$34K
Puts
$908K
Net Calls
-$874K
Net Calls Change
+$1.56M
Name Holding Trade Value Shares
Change
Change in
Stake
CG
1
Carmignac Gestion
France
$606M -$15.9M -1,373,965 -3%
Capital World Investors
2
Capital World Investors
California
$382M -$2.46M -211,803 -0.7%
MIP
3
Mondrian Investment Partners
United Kingdom
$325M +$18.3M +1,574,400 +6%
VAM
4
Vontobel Asset Management
New York
$305M -$50.2M -4,324,068 -15%
Morgan Stanley
5
Morgan Stanley
New York
$98.3M -$10.3M -891,044 -10%
BRC
6
Blue Ridge Capital
New York
$77.1M
Capital Research Global Investors
7
Capital Research Global Investors
California
$71.5M
Wells Fargo
8
Wells Fargo
California
$65.6M +$8.93M +770,071 +17%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$63.2M +$59.6M +5,138,378 New
Bank of America
10
Bank of America
North Carolina
$53.9M +$33.4M +2,877,891 +191%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$53.1M +$35.1M +3,026,050 +234%
Goldman Sachs
12
Goldman Sachs
New York
$47.1M +$10.6M +911,926 +31%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$41M +$11.9M +1,026,117 +44%
Macquarie Group
14
Macquarie Group
Australia
$39.1M +$25M +2,150,800 +208%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$33.3M +$9.81M +845,318 +45%
BCIM
16
Black Creek Investment Management
Ontario, Canada
$32M +$30.2M +2,601,996 New
CI Investments Inc
17
CI Investments Inc
Ontario, Canada
$29.3M +$27.7M +2,384,496 New
FPP
18
Findlay Park Partners
United Kingdom
$22.7M -$677K -58,334 -3%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$22.5M +$21.3M +1,837,641 New
EAM
20
Edge Asset Management
Washington
$21.9M +$465K +40,055 +2%
State Street
21
State Street
Massachusetts
$21.3M +$7.94M +684,295 +65%
CS
22
Credit Suisse
Switzerland
$21.2M +$20M +1,725,694 New
Deutsche Bank
23
Deutsche Bank
Germany
$16.6M -$76.4K -6,581 -0.5%
AllianceBernstein
24
AllianceBernstein
Tennessee
$15.1M -$233K -20,120 -2%
TAM
25
Todd Asset Management
Kentucky
$12M +$112K +9,648 +1%

BSMX Hedge Fund Activity: Q1 2014 in Review

102 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México (BSMX) for Q1 2014, worth a combined $2.66B — down 6% from $2.83B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of BSMX and 21 opened new positions — a net loss of 3 holders — while 36 trimmed existing stakes and 31 added.

The largest buyer was Schroder Investment Management Group, opening a new position worth an estimated $59.6M. The largest seller was Vontobel Asset Management, cutting an estimated $50.2M.

  • 102 institutional investors held Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México (BSMX) as of Q1 2014, down from 107 in Q4 2013.
  • Funds reported $2.66B of Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México stock for Q1 2014, down 6% quarter-over-quarter.
  • 21 funds opened new Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México positions in Q1 2014 and 24 closed out, a net change of -3 holders.
  • The largest Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México buyer in Q1 2014 was Schroder Investment Management Group, an estimated $59.6M added.
  • The largest Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México seller in Q1 2014 was Vontobel Asset Management, an estimated $50.2M sold.

Based on aggregated 13F filings for Q1 2014.