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NTCO

Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares)

Delisted

NTCO was delisted on the 9th of February, 2024.

90 hedge funds and large institutions have $212M invested in Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares) in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 27 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 11

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

30% more capital invested

Capital invested by funds: $163M → $212M (+$49.3M)

6% more funds holding

Funds holding: 8590 (+5)

0% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 27

Holders
90
Holders Change
+5
Holders Change %
+5.88%
% of All Funds
1.31%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
17
Increased
27
Reduced
27
Closed
11
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
-$6K
Name Holding Trade Value Shares
Change
Change in
Stake
DIGDR
1
Dynamo Internacional Gestao de Recursos
Brazil
$45.9M -$24.3M -4,040,658 -38%
Morgan Stanley
2
Morgan Stanley
New York
$40.1M +$16.6M +2,756,168 +89%
ZEP
3
Zeno Equity Partners
United Kingdom
$27.6M +$24.3M +4,040,658 New
DADR
4
Dynamo Administracao de Recursos
Brazil
$27.6M
PCP
5
Polunin Capital Partners
United Kingdom
$22.8M -$494K -82,100 -2%
BlackRock
6
BlackRock
New York
$8.1M +$1.33M +221,538 +23%
Bank of America
7
Bank of America
North Carolina
$7M +$2.46M +409,691 +67%
Optiver Holding
8
Optiver Holding
Netherlands
$6.68M -$687K -114,268 -10%
Renaissance Technologies
9
Renaissance Technologies
New York
$4.9M +$275K +45,800 +7%
BPGAM
10
BTG Pactual Global Asset Management
Bermuda
$2.49M
Aviva
11
Aviva
United Kingdom
$2.16M
Pzena Investment Management
12
Pzena Investment Management
New York
$1.6M
Goldman Sachs
13
Goldman Sachs
New York
$1.58M -$1.3M -215,790 -48%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$1.54M -$61.2K -10,178 -4%
IUHSA
15
Itau Unibanco Holding S.A.
Brazil
$1.5M +$1.32M +219,300 New
Northern Trust
16
Northern Trust
Illinois
$1.47M -$28.3K -4,703 -2%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$1.15M -$9.18K -1,527 -0.7%
HSBC Holdings
18
HSBC Holdings
United Kingdom
$829K +$145K +24,089 +25%
Two Sigma Investments
19
Two Sigma Investments
New York
$663K
BBP
20
Banco BTG Pactual
Brazil
$590K -$1.85M -307,412 -78%
State Street
21
State Street
Massachusetts
$430K -$728 -121 -0.2%
KA
22
Klingman & Associates
New York
$389K +$980 +163 +0.3%
CSS
23
Cubist Systematic Strategies
Connecticut
$389K +$342K +56,825 New
CCC
24
Chesapeake Capital Corp
Florida
$325K +$285K +47,453 New
Franklin Resources
25
Franklin Resources
California
$324K +$4.99K +830 +2%

NTCO Hedge Fund Activity: Q4 2023 in Review

90 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares) (NTCO) for Q4 2023, worth a combined $212M — up 30% from $163M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new NTCO positions and 11 closed out — a net gain of 6 holders — while 27 added to existing stakes and 27 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $16.6M. The largest seller was Dynamo Internacional Gestao de Recursos, cutting an estimated $24.3M.

  • 90 institutional investors held Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares) (NTCO) as of Q4 2023, up from 85 in Q3 2023.
  • Funds reported $212M of Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares) stock for Q4 2023, up 30% quarter-over-quarter.
  • 17 funds opened new Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares) positions in Q4 2023 and 11 closed out, a net change of +6 holders.
  • The largest Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares) buyer in Q4 2023 was Morgan Stanley, an estimated $16.6M added.
  • The largest Natura &Co Holding S.A. American Depositary Shares (each representing two Common Shares) seller in Q4 2023 was Dynamo Internacional Gestao de Recursos, an estimated $24.3M sold.

Based on aggregated 13F filings for Q4 2023.