IRSA Inversiones y Representaciones
45 hedge funds and large institutions have $207M invested in IRSA Inversiones y Representaciones in 2016 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 16 increasing their positions, 11 reducing their positions, and 9 closing their positions.
45% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 11
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
12% more capital invested
Capital invested by funds: $185M → $207M (+$21.5M)
0.26% more ownership
Funds ownership: 1.75% → 2.01% (+0.26%)
4% less funds holding
Funds holding: 47 → 45 (-2)
11% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 9
Top Buyers
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$10.7M |
| 2 |
SAM
Serengeti Asset Management
New York
|
+$3.45M |
| 3 |
RCG
Ruane, Cunniff & Goldfarb
New York
|
+$3.38M |
| 4 |
BG
BlackRock Group
London,
United Kingdom
|
+$1.8M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$1.24M |
Top Sellers
| 1 |
CP
Centerbridge Partners
New York
|
-$8.53M |
| 2 |
TI
TT International
London,
United Kingdom
|
-$6.84M |
| 3 |
CG
Carmignac Gestion
Paris,
France
|
-$4.43M |
| 4 |
ACJ
Autonomy Capital (Jersey)
St. Helier,
Jersey
|
-$4.08M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$2.89M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LMGAM
51
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| – | -$227K | -12,429 | Closed |
|
|
AIM
52
Acrospire Investment Management
Chicago,
Illinois
| – | -$27K | -1,471 | Closed |
|
53
Walleye Trading
New York
| – | -$13K | -727 | Closed |
|
|
TRCT
54
Tower Research Capital (TRC)
New York
| – | -$4K | -207 | Closed |
|
IRS Hedge Fund Activity: Q4 2016 in Review
45 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in IRSA Inversiones y Representaciones (IRS) for Q4 2016, worth a combined $207M — up 12% from $185M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of IRS and 8 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 16 added.
The largest buyer was Credit Suisse, adding an estimated $10.7M. The largest seller was Centerbridge Partners, exiting entirely with an estimated $8.53M sold.
- 45 institutional investors held IRSA Inversiones y Representaciones (IRS) as of Q4 2016, down from 47 in Q3 2016.
- Funds reported $207M of IRSA Inversiones y Representaciones stock for Q4 2016, up 12% quarter-over-quarter.
- 8 funds opened new IRSA Inversiones y Representaciones positions in Q4 2016 and 9 closed out, a net change of -1 holder.
- The largest IRSA Inversiones y Representaciones buyer in Q4 2016 was Credit Suisse, an estimated $10.7M added.
- The largest IRSA Inversiones y Representaciones seller in Q4 2016 was Centerbridge Partners, an estimated $8.53M sold.
Based on aggregated 13F filings for Q4 2016.