Ecopetrol
145 hedge funds and large institutions have $1B invested in Ecopetrol in 2013 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 43 increasing their positions, 51 reducing their positions, and 24 closing their positions.
42% more first-time investments, than exits
New positions opened: 34 | Existing positions closed: 24
7% more funds holding
Funds holding: 135 → 145 (+10)
0.19% less ownership
Funds ownership: 2.53% → 2.33% (-0.19%)
16% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 51
23% less capital invested
Capital invested by funds: $1.3B → $1B (-$295M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
63% less call options, than puts
Call options by funds: $1.32M | Put options by funds: $3.54M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$37M |
| 2 |
OSAM
O'Shaughnessy Asset Management
Stamford,
Connecticut
|
+$14.7M |
| 3 |
Two Sigma Investments
New York
|
+$11.6M |
| 4 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
+$8.63M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$6.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SI
Scout Investments
Kansas City,
Missouri
|
-$48.2M |
| 2 |
Principal Financial Group
Des Moines,
Iowa
|
-$35.2M |
| 3 |
VAM
Vontobel Asset Management
New York
|
-$22.1M |
| 4 |
Neuberger Berman Group
New York
|
-$20.3M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$19.8M |
EC Hedge Fund Activity: Q4 2013 in Review
145 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Ecopetrol (EC) for Q4 2013, worth a combined $1B — down 23% from $1.3B a quarter earlier.
Buyers outnumbered sellers: 34 funds opened new EC positions and 24 closed out — a net gain of 10 holders — while 43 added to existing stakes and 51 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $37M. The largest seller was Scout Investments, exiting entirely with an estimated $48.2M sold.
- 145 institutional investors held Ecopetrol (EC) as of Q4 2013, up from 135 in Q3 2013.
- Funds reported $1B of Ecopetrol stock for Q4 2013, down 23% quarter-over-quarter.
- 34 funds opened new Ecopetrol positions in Q4 2013 and 24 closed out, a net change of +10 holders.
- The largest Ecopetrol buyer in Q4 2013 was Wellington Management Group, an estimated $37M added.
- The largest Ecopetrol seller in Q4 2013 was Scout Investments, an estimated $48.2M sold.
Based on aggregated 13F filings for Q4 2013.