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Ecopetrol

122 hedge funds and large institutions have $452M invested in Ecopetrol in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 39 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 39

0.25% more ownership

Funds ownership: 2.11%2.37% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

8% less funds holding

Funds holding: 132122 (-10)

20% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 30

39% less capital invested

Capital invested by funds: $738M → $452M (-$287M)

70% less call options, than puts

Call options by funds: $495K | Put options by funds: $1.62M

Holders
122
Holders Change
-10
Holders Change %
-7.58%
% of All Funds
3.25%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
24
Increased
46
Reduced
39
Closed
30
Calls
$495K
Puts
$1.62M
Net Calls
-$1.13M
Net Calls Change
-$625K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$55.9M -$23.9K -1,006 -0%
CS
2
Credit Suisse
Switzerland
$44.1M +$15M +629,852 +32%
Schroder Investment Management Group
3
Schroder Investment Management Group
United Kingdom
$33.6M +$17.7M +742,500 +61%
State Street
4
State Street
Massachusetts
$31.5M +$932K +39,187 +2%
Renaissance Technologies
5
Renaissance Technologies
New York
$25.9M +$13.1M +548,700 +57%
Goldman Sachs
6
Goldman Sachs
New York
$22.5M +$11.2M +470,871 +56%
Fisher Asset Management
7
Fisher Asset Management
Washington
$20.9M +$3.8M +159,518 +15%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$15.7M +$1.42M +59,759 +7%
JP Morgan Chase
9
JP Morgan Chase
New York
$15.1M +$8.32M +349,847 +65%
Legal & General Group
10
Legal & General Group
United Kingdom
$13.3M +$1.28M +53,800 +7%
OSAM
11
O'Shaughnessy Asset Management
Connecticut
$11.3M -$31.3M -1,315,150 -65%
GXMC
12
Global X Management Company
New York
$10.8M +$4.72M +198,205 +46%
BFA
13
BlackRock Fund Advisors
California
$10.7M -$1.75M -73,379 -11%
BG
14
BlackRock Group
United Kingdom
$10.6M -$1.07M -45,017 -7%
Bank of America
15
Bank of America
North Carolina
$9.34M +$1.42M +59,884 +12%
APG Asset Management
16
APG Asset Management
Netherlands
$8.98M -$8.08M -339,500 -39%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$8.13M +$1.41M +59,131 +14%
GC
18
Guggenheim Capital
Illinois
$7.88M -$3.84M -161,449 -26%
Canada Pension Plan Investment Board
19
Canada Pension Plan Investment Board
Ontario, Canada
$6.68M +$9.28M +390,000 +3,900,000%
PPA
20
Parametric Portfolio Associates
Washington
$5.61M +$2.25M +94,621 +41%
AAM
21
Aberdeen Asset Management
United Kingdom
$5.26M -$878K -36,900 -11%
Morgan Stanley
22
Morgan Stanley
New York
$4.19M +$4.7M +197,615 +417%
Grantham, Mayo, Van Otterloo & Co (GMO)
23
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.92M +$5.45M +229,200 New
Aviva
24
Aviva
United Kingdom
$3.77M -$271K -11,390 -5%
AG
25
Aperio Group
California
$3.55M +$2.13M +89,727 +76%

EC Hedge Fund Activity: Q4 2014 in Review

122 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Ecopetrol (EC) for Q4 2014, worth a combined $452M — down 39% from $738M a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of EC and 24 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 46 added.

The largest buyer was Schroder Investment Management Group, adding an estimated $17.7M. The largest seller was O'Shaughnessy Asset Management, cutting an estimated $31.3M.

  • 122 institutional investors held Ecopetrol (EC) as of Q4 2014, down from 132 in Q3 2014.
  • Funds reported $452M of Ecopetrol stock for Q4 2014, down 39% quarter-over-quarter.
  • 24 funds opened new Ecopetrol positions in Q4 2014 and 30 closed out, a net change of -6 holders.
  • The largest Ecopetrol buyer in Q4 2014 was Schroder Investment Management Group, an estimated $17.7M added.
  • The largest Ecopetrol seller in Q4 2014 was O'Shaughnessy Asset Management, an estimated $31.3M sold.

Based on aggregated 13F filings for Q4 2014.