PagSeguro Digital
PAGS
243 hedge funds and large institutions have $978M invested in PagSeguro Digital in 2024 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 80 increasing their positions, 87 reducing their positions, and 60 closing their positions.
73% more call options, than puts
Call options by funds: $28.3M | Put options by funds: $16.4M
8% less repeat investments, than reductions
Existing positions increased: 80 | Existing positions reduced: 87
4% less funds holding
Funds holding: 252 → 243 (-9)
3.99% less ownership
Funds ownership: 78.51% → 74.53% (-4%)
10% less first-time investments, than exits
New positions opened: 54 | Existing positions closed: 60
31% less capital invested
Capital invested by funds: $1.41B → $978M (-$435M)
63% less funds holding in top 10
Funds holding in top 10: 8 → 3 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$43.2M |
| 2 |
Point72 Asset Management
Stamford,
Connecticut
|
+$37.1M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$25.9M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$23.9M |
| 5 |
Goldman Sachs
New York
|
+$17.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$102M |
| 2 |
BlackRock
New York
|
-$54.2M |
| 3 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$22.5M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$13.8M |
| 5 |
AGDI
Absolute Gestao de Investimentos
Sao Paulo,
Brazil
|
-$12.7M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
301
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$1.16K | -135 | Closed |
|
302
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$172 | -20 | Closed |
|
|
CPA
303
Capital Performance Advisors
Walnut Creek,
California
| – | -$112 | -13 | Closed |
|
PAGS Hedge Fund Activity: Q4 2024 in Review
243 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in PagSeguro Digital (PAGS) for Q4 2024, worth a combined $978M — down 31% from $1.41B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of PAGS and 54 opened new positions — a net loss of 6 holders — while 87 trimmed existing stakes and 80 added.
The largest buyer was Millennium Management, adding an estimated $43.2M. The largest seller was Fidelity Investments, cutting an estimated $102M.
- 243 institutional investors held PagSeguro Digital (PAGS) as of Q4 2024, down from 252 in Q3 2024.
- Funds reported $978M of PagSeguro Digital stock for Q4 2024, down 31% quarter-over-quarter.
- 54 funds opened new PagSeguro Digital positions in Q4 2024 and 60 closed out, a net change of -6 holders.
- The largest PagSeguro Digital buyer in Q4 2024 was Millennium Management, an estimated $43.2M added.
- The largest PagSeguro Digital seller in Q4 2024 was Fidelity Investments, an estimated $102M sold.
Based on aggregated 13F filings for Q4 2024.