Cresud
CRESY
56 hedge funds and large institutions have $243M invested in Cresud in 2017 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 21 increasing their positions, 17 reducing their positions, and 7 closing their positions.
24% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 17
0.03% more ownership
Funds ownership: 2.72% → 2.76% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
2% less capital invested
Capital invested by funds: $248M → $243M (-$4.58M)
2% less funds holding
Funds holding: 57 → 56 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Newfoundland Capital Management
Sao Paulo,
Brazil
|
+$12.6M |
| 2 |
OTC
Opera Trading Capital
Paris,
France
|
+$1.33M |
| 3 |
GH
GAM Holding
Zurich,
Switzerland
|
+$1.22M |
| 4 |
DWA
Dorsey Wright & Associates
Pasadena,
California
|
+$953K |
| 5 |
William Blair Investment Management
Chicago,
Illinois
|
+$887K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Bienville Capital Management
New York
|
-$5.33M |
| 2 |
SM
Senvest Management
New York
|
-$3.76M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$3.43M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$2.43M |
| 5 |
6CM
683 Capital Management
New York
|
-$770K |
CRESY Hedge Fund Activity: Q2 2017 in Review
56 of the 4,022 institutional investors tracked by Wall St. Rank reported a position in Cresud (CRESY) for Q2 2017, worth a combined $243M — down 1.8% from $248M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of CRESY and 6 opened new positions — a net loss of 1 holder — while 17 trimmed existing stakes and 21 added.
The largest buyer was Newfoundland Capital Management, adding an estimated $12.6M. The largest seller was Bienville Capital Management, cutting an estimated $5.33M.
- 56 institutional investors held Cresud (CRESY) as of Q2 2017, down from 57 in Q1 2017.
- Funds reported $243M of Cresud stock for Q2 2017, down 1.8% quarter-over-quarter.
- 6 funds opened new Cresud positions in Q2 2017 and 7 closed out, a net change of -1 holder.
- The largest Cresud buyer in Q2 2017 was Newfoundland Capital Management, an estimated $12.6M added.
- The largest Cresud seller in Q2 2017 was Bienville Capital Management, an estimated $5.33M sold.
Based on aggregated 13F filings for Q2 2017.