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CRESY

Cresud

38 hedge funds and large institutions have $28M invested in Cresud in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 5 increasing their positions, 7 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $224K | Put options by funds: $109K

67% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 6

49% more capital invested

Capital invested by funds: $18.8M → $28M (+$9.26M)

12% more funds holding

Funds holding: 3438 (+4)

0.17% less ownership

Funds ownership: 1.38%1.21% (-0.17%)

29% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 7

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
38
Holders Change
+4
Holders Change %
+11.76%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
10
Increased
5
Reduced
7
Closed
6
Calls
$224K
Puts
$109K
Net Calls
+$115K
Net Calls Change
+$189K
Name Holding Trade Value Shares
Change
Change in
Stake
Macquarie Group
1
Macquarie Group
Australia
$11.3M -$93.1K -26,544 -1%
6CM
2
683 Capital Management
New York
$6.61M
CM
3
Conifer Management
New York
$3.16M
CS
4
Credit Suisse
Switzerland
$1.76M
VAS
5
VR Advisory Services
Cayman Islands
$1.61M +$39 +11 +0%
NAM
6
Nexpoint Asset Management
Texas
$1.41M
SEI Investments
7
SEI Investments
Pennsylvania
$439K
Mirae Asset Global Investments
8
Mirae Asset Global Investments
South Korea
$341K -$29.3K -8,365 -10%
Truist Financial
9
Truist Financial
North Carolina
$192K
Geode Capital Management
10
Geode Capital Management
Massachusetts
$148K +$24.8K +7,058 +28%
PCC
11
Perry Creek Capital
New York
$135K +$103K +29,419 New
Goldman Sachs
12
Goldman Sachs
New York
$113K +$85.9K +24,507 New
GAM
13
Gould Asset Management
California
$90K -$10.5K -3,003 -13%
Northern Trust
14
Northern Trust
Illinois
$87K -$1.96K -559 -3%
PPA
15
Parametric Portfolio Associates
Washington
$84K
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$81K +$61.4K +17,519 New
WCA
17
Windsor Creek Advisors
Vermont
$80K +$61K +17,380 New
SEP
18
Southland Equity Partners
Missouri
$73.8K +$56.2K +16,029 New
RJA
19
Raymond James & Associates
Florida
$57K +$5.6K +1,597 +15%
BlackRock
20
BlackRock
New York
$56K -$2.04K -581 -5%
SPIA
21
Steward Partners Investment Advisory
New York
$38K +$25.6K +7,286 +700%
Rockefeller Capital Management
22
Rockefeller Capital Management
New York
$37K
Morgan Stanley
23
Morgan Stanley
New York
$23K -$7.04K -2,007 -29%
Barclays
24
Barclays
United Kingdom
$18K +$13.7K +3,900 New
Wells Fargo
25
Wells Fargo
California
$10K

CRESY Hedge Fund Activity: Q4 2020 in Review

38 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Cresud (CRESY) for Q4 2020, worth a combined $28M — up 49% from $18.8M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CRESY positions and 6 closed out — a net gain of 4 holders — while 5 added to existing stakes and 7 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $85.9K. The largest seller was Jefferies Financial Group, exiting entirely with an estimated $2.1M sold.

  • 38 institutional investors held Cresud (CRESY) as of Q4 2020, up from 34 in Q3 2020.
  • Funds reported $28M of Cresud stock for Q4 2020, up 49% quarter-over-quarter.
  • 10 funds opened new Cresud positions in Q4 2020 and 6 closed out, a net change of +4 holders.
  • The largest Cresud buyer in Q4 2020 was Goldman Sachs, an estimated $85.9K added.
  • The largest Cresud seller in Q4 2020 was Jefferies Financial Group, an estimated $2.1M sold.

Based on aggregated 13F filings for Q4 2020.