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LOMA

Loma Negra

69 hedge funds and large institutions have $236M invested in Loma Negra in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

497% more call options, than puts

Call options by funds: $7.88M | Put options by funds: $1.32M

300% more funds holding in top 10

Funds holding in top 10: 14 (+3)

50% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 18

0.23% less ownership

Funds ownership: 7.12%6.89% (-0.23%)

21% less funds holding

Funds holding: 8769 (-18)

47% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 32

52% less capital invested

Capital invested by funds: $496M → $236M (-$260M)

Holders
69
Holders Change
-18
Holders Change %
-20.69%
% of All Funds
1.51%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
17
Increased
27
Reduced
18
Closed
32
Calls
$7.88M
Puts
$1.32M
Net Calls
+$6.55M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital Research Global Investors
1
Capital Research Global Investors
California
$51.1M +$1.07M +127,000 +1%
Capital International Investors
2
Capital International Investors
California
$44.7M +$24.4M +2,899,754 +60%
TI
3
TT International
United Kingdom
$22.5M +$6.4M +761,366 +24%
CII
4
Capital International Inc
California
$18.3M +$18.9M +2,252,477 +243%
GIM
5
Genesis Investment Management
United Kingdom
$16.6M +$24M +2,860,496 New
IVA
6
International Value Advisers
$12.2M +$17.8M +2,119,789 New
BlackRock
7
BlackRock
New York
$6.71M -$1.17M -138,856 -11%
CG
8
Carmignac Gestion
France
$6.25M +$238K +28,365 +3%
DIGDR
9
Dynamo Internacional Gestao de Recursos
Brazil
$5.69M +$8.32M +989,555 New
DADR
10
Dynamo Administracao de Recursos
Brazil
$5.43M +$7.43M +883,938 +1,473%
IUHSA
11
Itau Unibanco Holding S.A.
Brazil
$4.76M +$578K +68,709 +9%
MAMNY
12
Marathon Asset Management (New York)
New York
$4.2M +$6.14M +730,000 New
CIS
13
Capital International Sarl
California
$3.82M +$1.14M +135,500 +26%
Morgan Stanley
14
Morgan Stanley
New York
$3.4M +$2.24M +266,343 +82%
BS
15
Banco Santander
Spain
$3.4M +$4.97M +591,380 New
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$3.12M -$42.1M -5,008,398 -90%
JP Morgan Chase
17
JP Morgan Chase
New York
$2.65M -$93.1K -11,075 -2%
KI
18
Kapitalo Investimentos
Brazil
$2.2M +$3.21M +382,350 New
NAM
19
Nexpoint Asset Management
Texas
$1.72M +$2.51M +298,500 New
Mirae Asset Global Investments
20
Mirae Asset Global Investments
South Korea
$1.26M +$245K +29,171 +15%
OCM
21
Oaktree Capital Management
California
$1.22M +$883K +105,000 +98%
PPA
22
Parametric Portfolio Associates
Washington
$1.1M +$929K +110,578 +138%
Invesco
23
Invesco
Georgia
$1.02M -$10.1K -1,196 -0.7%
DCM
24
Dupont Capital Management
Delaware
$977K -$163K -19,398 -10%
State Street
25
State Street
Massachusetts
$929K +$132K +15,700 +11%

LOMA Hedge Fund Activity: Q3 2019 in Review

69 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Loma Negra (LOMA) for Q3 2019, worth a combined $236M — down 52% from $496M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of LOMA and 17 opened new positions — a net loss of 15 holders — while 18 trimmed existing stakes and 27 added.

The largest buyer was Capital International Investors, adding an estimated $24.4M. The largest seller was T. Rowe Price Associates, cutting an estimated $42.1M.

  • 69 institutional investors held Loma Negra (LOMA) as of Q3 2019, down from 87 in Q2 2019.
  • Funds reported $236M of Loma Negra stock for Q3 2019, down 52% quarter-over-quarter.
  • 17 funds opened new Loma Negra positions in Q3 2019 and 32 closed out, a net change of -15 holders.
  • The largest Loma Negra buyer in Q3 2019 was Capital International Investors, an estimated $24.4M added.
  • The largest Loma Negra seller in Q3 2019 was T. Rowe Price Associates, an estimated $42.1M sold.

Based on aggregated 13F filings for Q3 2019.