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LOMA

Loma Negra

67 hedge funds and large institutions have $3.91B invested in Loma Negra in 2018 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 16 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 16

0.21% less ownership

Funds ownership: 7.35%7.14% (-0.21%)

16% less funds holding

Funds holding: 8067 (-13)

23% less capital invested

Capital invested by funds: $5.07B → $3.91B (-$1.16B)

35% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 31

60% less funds holding in top 10

Funds holding in top 10: 52 (-3)

74% less call options, than puts

Call options by funds: $390K | Put options by funds: $1.49M

Holders
67
Holders Change
-13
Holders Change %
-16.25%
% of All Funds
1.53%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.05%
New
20
Increased
23
Reduced
16
Closed
31
Calls
$390K
Puts
$1.49M
Net Calls
-$1.09M
Net Calls Change
+$407K
Name Holding Trade Value Shares
Change
Change in
Stake
SGDR
1
SPX Gestao de Recursos
Brazil
$3.54B +$3.33M +350,000 +39%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$51M +$3.8M +399,400 +7%
TI
3
TT International
United Kingdom
$45.2M +$29.4M +3,087,986 +152%
II
4
INCA Investments
Florida
$34.1M +$18M +1,892,511 +96%
GAM
5
Genesis Asset Managers
United Kingdom
$31M -$2.17M -227,892 -6%
Capital International Investors
6
Capital International Investors
California
$26.4M -$319K -33,600 -1%
BAMCO Inc
7
BAMCO Inc
New York
$25.9M +$1.9M +200,299 +7%
CGT
8
Capital Guardian Trust
California
$12.5M +$3.88M +408,100 +41%
TCIM
9
TIAA CREF Investment Management
New York
$11.9M +$8.37M +880,543 +187%
CG
10
Carmignac Gestion
France
$11.9M +$699K +73,515 +6%
BlackRock
11
BlackRock
New York
$11.1M -$2.84M -298,391 -19%
CII
12
Capital International Inc
California
$9.65M +$2.96M +311,800 +40%
CIS
13
Capital International Sarl
California
$8.75M +$678K +71,300 +8%
TA
14
Teachers Advisors
New York
$8.23M -$5.68M -597,721 -39%
Lazard Asset Management
15
Lazard Asset Management
New York
$6.73M +$1.45M +152,901 +25%
Fidelity Investments
16
Fidelity Investments
Massachusetts
$6.3M -$21.4M -2,254,374 -76%
AllianceBernstein
17
AllianceBernstein
Tennessee
$5.35M +$2.51M +264,030 +77%
Capital World Investors
18
Capital World Investors
California
$5.11M -$3.11M -326,943 -36%
PSCM
19
Prince Street Capital Management
New York
$4.79M +$5.15M +542,000 New
Balyasny Asset Management
20
Balyasny Asset Management
Illinois
$4.71M +$5.07M +532,775 New
Brown Advisory
21
Brown Advisory
Maryland
$4.04M
HL
22
Harding Loevner
New Jersey
$3.97M +$1.68M +176,363 +65%
RGI
23
River Global Investors
United Kingdom
$3.53M +$2.93M +308,286 +337%
EC
24
EMS Capital
New York
$3.27M
HCMT
25
Highland Capital Management (Texas)
Texas
$3.13M

LOMA Hedge Fund Activity: Q3 2018 in Review

67 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Loma Negra (LOMA) for Q3 2018, worth a combined $3.91B — down 23% from $5.07B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of LOMA and 20 opened new positions — a net loss of 11 holders — while 16 trimmed existing stakes and 23 added.

The largest buyer was TT International, adding an estimated $29.4M. The largest seller was PointState Capital, exiting entirely with an estimated $25.1M sold.

  • 67 institutional investors held Loma Negra (LOMA) as of Q3 2018, down from 80 in Q2 2018.
  • Funds reported $3.91B of Loma Negra stock for Q3 2018, down 23% quarter-over-quarter.
  • 20 funds opened new Loma Negra positions in Q3 2018 and 31 closed out, a net change of -11 holders.
  • The largest Loma Negra buyer in Q3 2018 was TT International, an estimated $29.4M added.
  • The largest Loma Negra seller in Q3 2018 was PointState Capital, an estimated $25.1M sold.

Based on aggregated 13F filings for Q3 2018.