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CPAC

Cementos Pacasmayo

15 hedge funds and large institutions have $40.4M invested in Cementos Pacasmayo in 2015 Q1 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 4 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.22% less ownership

Funds ownership: 1.03%0.81% (-0.22%)

25% less repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 4

29% less funds holding

Funds holding: 2115 (-6)

32% less capital invested

Capital invested by funds: $59.5M → $40.4M (-$19.1M)

86% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 7

Holders
15
Holders Change
-6
Holders Change %
-28.57%
% of All Funds
0.4%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
3
Reduced
4
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$27.4M
Allianz Asset Management
2
Allianz Asset Management
Germany
$7.95M -$5.91M -577,156 -41%
Ninety One (UK)
3
Ninety One (UK)
United Kingdom
$1.5M -$189K -18,480 -10%
HSBC Holdings
4
HSBC Holdings
United Kingdom
$1.41M +$516K +50,349 +50%
Deutsche Bank
5
Deutsche Bank
Germany
$773K
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$393K +$177K +17,303 +70%
GC
7
Guggenheim Capital
Illinois
$340K -$99K -9,664 -21%
NG
8
NatWest Group
United Kingdom
$185K
Morgan Stanley
9
Morgan Stanley
New York
$151K -$868K -84,705 -84%
Mirae Asset Global Investments
10
Mirae Asset Global Investments
South Korea
$96K
Bank of New York Mellon
11
Bank of New York Mellon
New York
$91K
RFS
12
Rockefeller Financial Services
New York
$91K
TRCT
13
Tower Research Capital (TRC)
New York
$14K +$14.9K +1,458 +1,823%
WCBA
14
Weaver C. Barksdale & Associates
Tennessee
$1K
US Bancorp
15
US Bancorp
Minnesota
$1K +$1.11K +108 New
Ameriprise
16
Ameriprise
Minnesota
-$2.64M -244,084 Closed
EC
17
Everest Capital
Florida
-$1.43M -131,582 Closed
JP Morgan Chase
18
JP Morgan Chase
New York
-$1M -91,760 Closed
BNP Paribas Asset Management
19
BNP Paribas Asset Management
France
-$665K -61,014 Closed
RFC
20
Russell Frank Company
Washington
-$211K -19,200 Closed
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
-$5K -470 Closed
UBS Group
22
UBS Group
Switzerland
-$3K -246 Closed

CPAC Hedge Fund Activity: Q1 2015 in Review

15 of the 3,754 institutional investors tracked by Wall St. Rank reported a position in Cementos Pacasmayo (CPAC) for Q1 2015, worth a combined $40.4M — down 32% from $59.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of CPAC and 1 opened new positions — a net loss of 6 holders — while 4 trimmed existing stakes and 3 added.

The largest buyer was HSBC Holdings, adding an estimated $516K. The largest seller was Allianz Asset Management, cutting an estimated $5.91M.

  • 15 institutional investors held Cementos Pacasmayo (CPAC) as of Q1 2015, down from 21 in Q4 2014.
  • Funds reported $40.4M of Cementos Pacasmayo stock for Q1 2015, down 32% quarter-over-quarter.
  • 1 fund opened new Cementos Pacasmayo positions in Q1 2015 and 7 closed out, a net change of -6 holders.
  • The largest Cementos Pacasmayo buyer in Q1 2015 was HSBC Holdings, an estimated $516K added.
  • The largest Cementos Pacasmayo seller in Q1 2015 was Allianz Asset Management, an estimated $5.91M sold.

Based on aggregated 13F filings for Q1 2015.