PagSeguro Digital
PAGS
191 hedge funds and large institutions have $5.42B invested in PagSeguro Digital in 2019 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 53 increasing their positions, 59 reducing their positions, and 25 closing their positions.
245% more call options, than puts
Call options by funds: $182M | Put options by funds: $52.6M
136% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 25
63% more capital invested
Capital invested by funds: $3.32B → $5.42B (+$2.1B)
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
21% more funds holding
Funds holding: 158 → 191 (+33)
0.49% more ownership
Funds ownership: 112.31% → 112.8% (+0.49%)
10% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 59
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bessemer Group
Woodbridge,
New Jersey
|
+$55.5M |
| 2 |
SCH
Sylebra Capital (HK)
Hong Kong
|
+$46.9M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$44.7M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$42M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$38.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCM
Melvin Capital Management
New York
|
-$179M |
| 2 |
Goldman Sachs
New York
|
-$77.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$66.4M |
| 4 |
NCA
Newbrook Capital Advisors
New York
|
-$47.7M |
| 5 |
SCM
Steadfast Capital Management
New York
|
-$34.1M |
PAGS Hedge Fund Activity: Q1 2019 in Review
191 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in PagSeguro Digital (PAGS) for Q1 2019, worth a combined $5.42B — up 63% from $3.32B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new PAGS positions and 25 closed out — a net gain of 34 holders — while 53 added to existing stakes and 59 trimmed.
The largest buyer was Bessemer Group, opening a new position worth an estimated $55.5M. The largest seller was Melvin Capital Management, cutting an estimated $179M.
- 191 institutional investors held PagSeguro Digital (PAGS) as of Q1 2019, up from 158 in Q4 2018.
- Funds reported $5.42B of PagSeguro Digital stock for Q1 2019, up 63% quarter-over-quarter.
- 59 funds opened new PagSeguro Digital positions in Q1 2019 and 25 closed out, a net change of +34 holders.
- The largest PagSeguro Digital buyer in Q1 2019 was Bessemer Group, an estimated $55.5M added.
- The largest PagSeguro Digital seller in Q1 2019 was Melvin Capital Management, an estimated $179M sold.
Based on aggregated 13F filings for Q1 2019.