Mercado Libre
MELI
523 hedge funds and large institutions have $25.1B invested in Mercado Libre in 2019 Q2 according to their latest regulatory filings, with 89 funds opening new positions, 165 increasing their positions, 193 reducing their positions, and 37 closing their positions.
141% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 37
17% more capital invested
Capital invested by funds: $21.5B → $25.1B (+$3.62B)
10% more funds holding
Funds holding: 477 → 523 (+46)
3% more funds holding in top 10
Funds holding in top 10: 33 → 34 (+1)
7% less call options, than puts
Call options by funds: $1.63B | Put options by funds: $1.76B
10.57% less ownership
Funds ownership: 93.87% → 83.3% (-11%)
15% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 193
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$301M |
| 2 |
TCM
Tybourne Capital Management
Hong Kong
|
+$277M |
| 3 |
JP Morgan Chase
New York
|
+$240M |
| 4 |
Viking Global Investors
Stamford,
Connecticut
|
+$135M |
| 5 |
Holocene Advisors
New York
|
+$78M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$198M |
| 2 |
CG
Carmignac Gestion
Paris,
France
|
-$153M |
| 3 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$119M |
| 4 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
-$106M |
| 5 |
Capital International Investors
Los Angeles,
California
|
-$92.6M |
MELI Hedge Fund Activity: Q2 2019 in Review
523 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Mercado Libre (MELI) for Q2 2019, worth a combined $25.1B — up 17% from $21.5B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new MELI positions and 37 closed out — a net gain of 52 holders — while 165 added to existing stakes and 193 trimmed.
The largest buyer was Invesco, adding an estimated $301M. The largest seller was Ameriprise, cutting an estimated $198M.
- 523 institutional investors held Mercado Libre (MELI) as of Q2 2019, up from 477 in Q1 2019.
- Funds reported $25.1B of Mercado Libre stock for Q2 2019, up 17% quarter-over-quarter.
- 89 funds opened new Mercado Libre positions in Q2 2019 and 37 closed out, a net change of +52 holders.
- The largest Mercado Libre buyer in Q2 2019 was Invesco, an estimated $301M added.
- The largest Mercado Libre seller in Q2 2019 was Ameriprise, an estimated $198M sold.
Based on aggregated 13F filings for Q2 2019.