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LOMA

Loma Negra

87 hedge funds and large institutions have $496M invested in Loma Negra in 2019 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 24 increasing their positions, 23 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,135% more call options, than puts

Call options by funds: $14.5M | Put options by funds: $1.17M

114% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 14

21% more funds holding

Funds holding: 7287 (+15)

4% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 23

0.34% less ownership

Funds ownership: 7.46%7.12% (-0.34%)

2% less capital invested

Capital invested by funds: $507M → $496M (-$11M)

75% less funds holding in top 10

Funds holding in top 10: 41 (-3)

Holders
87
Holders Change
+15
Holders Change %
+20.83%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-75%
% of All Funds
0.02%
New
30
Increased
24
Reduced
23
Closed
14
Calls
$14.5M
Puts
$1.17M
Net Calls
+$13.3M
Net Calls Change
+$12.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$102M +$4.08M +387,282 +5%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$64.9M -$1.6M -151,910 -3%
Capital International Investors
3
Capital International Investors
California
$57M +$7.46M +708,608 +17%
TI
4
TT International
United Kingdom
$36.8M -$8.4M -797,575 -20%
GAM
5
Genesis Asset Managers
United Kingdom
$34.5M -$994K -94,364 -3%
BAMCO Inc
6
BAMCO Inc
New York
$15.9M -$5.71M -542,348 -29%
Capital World Investors
7
Capital World Investors
California
$15.5M
BlackRock
8
BlackRock
New York
$15.3M +$10.6M +1,002,239 +330%
CG
9
Carmignac Gestion
France
$12.4M +$552K +52,361 +5%
CGT
10
Capital Guardian Trust
California
$11.9M -$3.14M -297,738 -23%
Brown Advisory
11
Brown Advisory
Maryland
$11M +$4.76M +452,082 +93%
CII
12
Capital International Inc
California
$10.9M -$37.9K -3,600 -0.4%
Lazard Asset Management
13
Lazard Asset Management
New York
$10.6M +$236K +22,364 +3%
IUHSA
14
Itau Unibanco Holding S.A.
Brazil
$8.88M +$2.84M +269,548 +55%
II
15
INCA Investments
Florida
$6.23M -$25.9M -2,458,270 -82%
CIS
16
Capital International Sarl
California
$6.18M +$1.13M +106,973 +25%
JP Morgan Chase
17
JP Morgan Chase
New York
$5.43M +$4.83M +458,043 +3,130%
PI
18
Putnam Investments
Massachusetts
$4.7M -$142K -13,451 -3%
BCM
19
Bienville Capital Management
New York
$4.38M +$3.94M +374,241 New
EC
20
EMS Capital
New York
$4.33M
Morgan Stanley
21
Morgan Stanley
New York
$3.8M +$1.86M +176,580 +119%
HCMT
22
Highland Capital Management (Texas)
Texas
$3.8M
AllianceBernstein
23
AllianceBernstein
Tennessee
$3.56M -$3.18M -301,410 -50%
HL
24
Harding Loevner
New Jersey
$3.27M -$1.03M -98,118 -26%
N
25
Nuveen
North Carolina
$2.55M +$2.3M +218,142 New

LOMA Hedge Fund Activity: Q2 2019 in Review

87 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Loma Negra (LOMA) for Q2 2019, worth a combined $496M — down 2.2% from $507M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new LOMA positions and 14 closed out — a net gain of 16 holders — while 24 added to existing stakes and 23 trimmed.

The largest buyer was BlackRock, adding an estimated $10.6M. The largest seller was INCA Investments, cutting an estimated $25.9M.

  • 87 institutional investors held Loma Negra (LOMA) as of Q2 2019, up from 72 in Q1 2019.
  • Funds reported $496M of Loma Negra stock for Q2 2019, down 2.2% quarter-over-quarter.
  • 30 funds opened new Loma Negra positions in Q2 2019 and 14 closed out, a net change of +16 holders.
  • The largest Loma Negra buyer in Q2 2019 was BlackRock, an estimated $10.6M added.
  • The largest Loma Negra seller in Q2 2019 was INCA Investments, an estimated $25.9M sold.

Based on aggregated 13F filings for Q2 2019.