PagSeguro Digital
PAGS
194 hedge funds and large institutions have $1.53B invested in PagSeguro Digital in 2023 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 80 increasing their positions, 48 reducing their positions, and 36 closing their positions.
212% more call options, than puts
Call options by funds: $36.2M | Put options by funds: $11.6M
67% more repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 48
3.74% more ownership
Funds ownership: 84.46% → 88.2% (+3.7%)
8% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 36
3% more capital invested
Capital invested by funds: $1.48B → $1.53B (+$51.1M)
1% more funds holding
Funds holding: 193 → 194 (+1)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$38.5M |
| 2 |
TCM
Tekne Capital Management
New York
|
+$28.1M |
| 3 |
LIP
Liontrust Investment Partners
London,
United Kingdom
|
+$26.6M |
| 4 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
+$21.8M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sands Capital Management
Arlington,
Virginia
|
-$48.4M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$27.9M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$18.8M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$15M |
| 5 |
OCM
Oaktree Capital Management
Los Angeles,
California
|
-$13.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
226
Nomura Holdings
Tokyo,
Japan
| – | -$4K | -415 | Closed |
|
|
MCC
227
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$498 | -57 | Closed |
|
|
FA
228
Fiduciary Alliance
Greenville,
South Carolina
| – | -$472 | -54 | Closed |
|
|
HI
229
Harbour Investments
Madison,
Wisconsin
| – | -$253 | -29 | Closed |
|
|
FGAM
230
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$5 | -9 | Closed |
|
PAGS Hedge Fund Activity: Q1 2023 in Review
194 of the 6,276 institutional investors tracked by Wall St. Rank reported a position in PagSeguro Digital (PAGS) for Q1 2023, worth a combined $1.53B — up 3.4% from $1.48B a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new PAGS positions and 36 closed out — a net gain of 3 holders — while 80 added to existing stakes and 48 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $38.5M. The largest seller was Sands Capital Management, exiting entirely with an estimated $48.4M sold.
- 194 institutional investors held PagSeguro Digital (PAGS) as of Q1 2023, up from 193 in Q4 2022.
- Funds reported $1.53B of PagSeguro Digital stock for Q1 2023, up 3.4% quarter-over-quarter.
- 39 funds opened new PagSeguro Digital positions in Q1 2023 and 36 closed out, a net change of +3 holders.
- The largest PagSeguro Digital buyer in Q1 2023 was Capital Research Global Investors, an estimated $38.5M added.
- The largest PagSeguro Digital seller in Q1 2023 was Sands Capital Management, an estimated $48.4M sold.
Based on aggregated 13F filings for Q1 2023.