Transportadora de Gas del Sur
50 hedge funds and large institutions have $182M invested in Transportadora de Gas del Sur in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 15 reducing their positions, and 16 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
7% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 15
0.07% less ownership
Funds ownership: 4.04% → 3.98% (-0.07%)
9% less funds holding
Funds holding: 55 → 50 (-5)
25% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 16
41% less capital invested
Capital invested by funds: $308M → $182M (-$126M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NCM
Newfoundland Capital Management
Sao Paulo,
Brazil
|
+$15.4M |
| 2 |
Lazard Asset Management
New York
|
+$11.5M |
| 3 |
BCM
Bienville Capital Management
New York
|
+$5.42M |
| 4 |
GPC
Glen Point Capital
London,
United Kingdom
|
+$4.37M |
| 5 |
MWNA
Marshall Wace North America
New York
|
+$3.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$10.2M |
| 2 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$7.45M |
| 3 |
PCP
Polunin Capital Partners
London,
United Kingdom
|
-$7.31M |
| 4 |
Blackstone Inc
New York
|
-$6.44M |
| 5 |
PC
PointState Capital
New York
|
-$5.39M |
TGS Hedge Fund Activity: Q2 2018 in Review
50 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Transportadora de Gas del Sur (TGS) for Q2 2018, worth a combined $182M — down 41% from $308M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of TGS and 12 opened new positions — a net loss of 4 holders — while 15 trimmed existing stakes and 16 added.
The largest buyer was Newfoundland Capital Management, adding an estimated $15.4M. The largest seller was SPX Gestao de Recursos, exiting entirely with an estimated $10.2M sold.
- 50 institutional investors held Transportadora de Gas del Sur (TGS) as of Q2 2018, down from 55 in Q1 2018.
- Funds reported $182M of Transportadora de Gas del Sur stock for Q2 2018, down 41% quarter-over-quarter.
- 12 funds opened new Transportadora de Gas del Sur positions in Q2 2018 and 16 closed out, a net change of -4 holders.
- The largest Transportadora de Gas del Sur buyer in Q2 2018 was Newfoundland Capital Management, an estimated $15.4M added.
- The largest Transportadora de Gas del Sur seller in Q2 2018 was SPX Gestao de Recursos, an estimated $10.2M sold.
Based on aggregated 13F filings for Q2 2018.