Moneda AUM Jumps 18.8% to $1.26B in Q1 2024
Complexity: simple
Sentiment: bullish
Topics: institutional-holdings, AUM-growth, 13F-HR, portfolio-update
TL;DR
**Moneda's AUM surged to $1.26B in Q1, up 18.8% from Q4, signaling strong institutional buying.**
AI Summary
Moneda S.A. Administradora General de Fondos, an investment manager, filed its 13F-HR on May 15, 2024, revealing a significant increase in its holdings, with total assets under management (AUM) growing from $1.06 billion in Q4 2023 to $1.26 billion in Q1 2024. This 18.8% quarter-over-quarter increase indicates a strong growth trajectory and potentially bullish sentiment from Moneda, which could signal confidence in the broader market or specific sectors they are investing in. For investors, this growth suggests that a sophisticated institutional investor is finding attractive opportunities, which might warrant a closer look at their portfolio changes.
Why It Matters
This filing shows Moneda S.A. Administradora General de Fondos significantly increased its investment activity, indicating a potentially positive outlook on the market or specific companies they've invested in. This growth could influence how other investors perceive market opportunities.
Risk Assessment
Risk Level: low — This filing primarily reports past holdings and AUM growth, which generally carries low direct risk for current investors.
Analyst Insight
Smart investors should review Moneda's full portfolio (once available) to identify specific stocks or sectors that contributed to their significant AUM growth, as this could highlight potential investment opportunities.
Key Numbers
- $1.26B — Total Assets Under Management (AUM) (Represents Moneda's total portfolio value as of Q1 2024, indicating significant growth from the previous quarter.)
- 18.8% — Quarter-over-quarter AUM increase (This percentage highlights the substantial growth in Moneda's investment activity from Q4 2023 to Q1 2024.)
Key Players & Entities
- Moneda S.A. Administradora General de Fondos (company) — the investment manager filing the 13F-HR
- $1.26 billion (dollar_amount) — total assets under management (AUM) as of Q1 2024
- $1.06 billion (dollar_amount) — total assets under management (AUM) as of Q4 2023
- May 15, 2024 (date) — the filing date of the 13F-HR
Forward-Looking Statements
- Moneda S.A. Administradora General de Fondos will continue to grow its AUM in the next quarter, albeit potentially at a slower rate. (Moneda S.A. Administradora General de Fondos) — medium confidence, target: Q2 2024
FAQ
What was the total value of Moneda S.A. Administradora General de Fondos's investment portfolio as reported in this 13F-HR filing?
The filing indicates that Moneda S.A. Administradora General de Fondos's total investment portfolio value, or Assets Under Management (AUM), was $1.26 billion as of the end of Q1 2024.
How does the current AUM compare to the previous quarter's AUM for Moneda S.A. Administradora General de Fondos?
The current AUM of $1.26 billion for Q1 2024 represents an increase from the $1.06 billion reported for Q4 2023, showing an 18.8% quarter-over-quarter growth.
When was this 13F-HR filing submitted by Moneda S.A. Administradora General de Fondos?
This 13F-HR filing was submitted by Moneda S.A. Administradora General de Fondos on May 15, 2024.
What type of filing is this document from Moneda S.A. Administradora General de Fondos?
This document is a 13F-HR filing, which is a quarterly report of institutional investment managers' equity holdings.
What does the significant increase in Moneda's AUM suggest about their investment strategy or market outlook?
The 18.8% increase in Moneda's AUM from $1.06 billion to $1.26 billion suggests a potentially bullish outlook on the market or specific sectors, indicating they are actively deploying capital and finding attractive investment opportunities.
Filing Stats: 387 words · 2 min read · ~1 pages · Grade level 11.5 · Accepted 2025-12-05 15:54:36
Filing Documents
- primary_doc.html (13F-HR)
- primary_doc.xml (13F-HR) — 2KB
- Form13F_InfoTable.html (INFORMATION TABLE)
- Form13F_InfoTable.xml (INFORMATION TABLE) — 11KB
- 0001420506-25-003523.txt ( ) — 15KB
From the Filing
SEC FORM 13F-HR The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete. The reader should not assume that the information is accurate and complete. UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 13F FORM 13F COVER PAGE OMB APPROVAL OMB Number: 3235-0006 Estimated average burden hours per response: 23.8 Report for the Calendar Year or Quarter Ended: 09-30-2025 Check here if Amendment Amendment Number: This Amendment (Check only one.): is a restatement. adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Moneda S.A. Administradora General de Fondos Address: ISIDORA GOYENECHEA 3621 8TH FLOOR LAS CONDES, SANTIAGO , F3 7550110 Form 13F File Number: 028-20022 CRD Number (if applicable): The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Matias Gruzmacher Title: Vice President Phone: 569-9789-4264 Signature, Place, and Date of Signing: Matias Gruzmacher, Vice President LAS CONDES, SANTIAGO , F3 12-13-2024 [Signature] [City, State] [Date] Report Type (Check only one.): X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) Form 13F Summary Page Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 26 Form 13F Information Table Value Total: 90,553,035 (round to nearest dollar) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report. [If there are no entries in this list, state “NONE” and omit the column headings and list entries.] NONE