PagSeguro Digital
PAGS
220 hedge funds and large institutions have $7.2B invested in PagSeguro Digital in 2020 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 78 increasing their positions, 76 reducing their positions, and 26 closing their positions.
67% more call options, than puts
Call options by funds: $75.4M | Put options by funds: $45.2M
62% more first-time investments, than exits
New positions opened: 42 | Existing positions closed: 26
8% more funds holding in top 10
Funds holding in top 10: 12 → 13 (+1)
7% more capital invested
Capital invested by funds: $6.71B → $7.2B (+$495M)
7% more funds holding
Funds holding: 206 → 220 (+14)
1.41% more ownership
Funds ownership: 105.11% → 106.53% (+1.4%)
3% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 76
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
+$113M |
| 2 |
Sands Capital Management
Arlington,
Virginia
|
+$45M |
| 3 |
JP Morgan Chase
New York
|
+$42.7M |
| 4 |
CFM
Coronation Fund Managers
Cape Town,
South Africa
|
+$37.8M |
| 5 |
CII
Capital International Inc
Los Angeles,
California
|
+$35.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPFA
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
|
-$53.4M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$53M |
| 3 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$45.3M |
| 4 |
CG
Compass Group
New York
|
-$36.6M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$28.7M |
PAGS Hedge Fund Activity: Q3 2020 in Review
220 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in PagSeguro Digital (PAGS) for Q3 2020, worth a combined $7.2B — up 7.4% from $6.71B a quarter earlier.
Buyers outnumbered sellers: 42 funds opened new PAGS positions and 26 closed out — a net gain of 16 holders — while 78 added to existing stakes and 76 trimmed.
The largest buyer was Capital International Investors, opening a new position worth an estimated $113M. The largest seller was Provida Pension Fund Administrator, cutting an estimated $53.4M.
- 220 institutional investors held PagSeguro Digital (PAGS) as of Q3 2020, up from 206 in Q2 2020.
- Funds reported $7.2B of PagSeguro Digital stock for Q3 2020, up 7.4% quarter-over-quarter.
- 42 funds opened new PagSeguro Digital positions in Q3 2020 and 26 closed out, a net change of +16 holders.
- The largest PagSeguro Digital buyer in Q3 2020 was Capital International Investors, an estimated $113M added.
- The largest PagSeguro Digital seller in Q3 2020 was Provida Pension Fund Administrator, an estimated $53.4M sold.
Based on aggregated 13F filings for Q3 2020.