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140 hedge funds and large institutions have $2.11B invested in TIM SA in 2014 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 43 increasing their positions, 42 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

227% more call options, than puts

Call options by funds: $49K | Put options by funds: $15K

16% more capital invested

Capital invested by funds: $1.82B → $2.11B (+$286M)

15% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 20

2% more funds holding

Funds holding: 137140 (+3)

2% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 42

0.1% more ownership

Funds ownership: 2.9%3.01% (+0.1%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
140
Holders Change
+3
Holders Change %
+2.19%
% of All Funds
4.02%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.14%
New
23
Increased
43
Reduced
42
Closed
20
Calls
$49K
Puts
$15K
Net Calls
+$34K
Net Calls Change
+$410K
Name Holding Trade Value Shares
Change
Change in
Stake
BIP
1
Brandes Investment Partners
California
$316M +$3.02M +110,382 +1%
Macquarie Group
2
Macquarie Group
Australia
$219M -$101M -3,704,367 -33%
YCMGA
3
York Capital Management Global Advisors
New York
$165M +$11.3M +414,846 +8%
PC
4
Paulson & Co
New York
$154M +$145M +5,295,300 New
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$112M -$31.1M -1,138,320 -23%
Bessemer Group
6
Bessemer Group
New Jersey
$78.3M -$1.25M -45,789 -2%
BGAM
7
Boussard & Gavaudan Asset Management
United Kingdom
$76.8M +$7.74M +283,117 +12%
Acadian Asset Management
8
Acadian Asset Management
Massachusetts
$74.5M -$34.4M -1,260,558 -33%
DCM
9
Discovery Capital Management
Connecticut
$60.7M -$17.5M -640,084 -23%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$57.9M +$2.09M +76,490 +4%
Vanguard Group
11
Vanguard Group
Pennsylvania
$55.5M +$495K +18,115 +1%
JCI
12
Jet Capital Investors
New York
$53M +$8.58M +314,000 +21%
Citadel Advisors
13
Citadel Advisors
Florida
$50.2M +$24.8M +909,322 +111%
TCA
14
Taconic Capital Advisors
New York
$48.5M -$9.02M -330,000 -17%
CCA
15
Canyon Capital Advisors
Texas
$48.1M +$45.3M +1,656,200 New
AQR Capital Management
16
AQR Capital Management
Connecticut
$45.6M +$2.72M +99,500 +7%
Grantham, Mayo, Van Otterloo & Co (GMO)
17
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$33M +$6.4M +234,200 +26%
Bank of America
18
Bank of America
North Carolina
$31.6M +$25.3M +927,755 +576%
Morgan Stanley
19
Morgan Stanley
New York
$30.5M +$27.7M +1,012,293 +2,526%
RFC
20
Russell Frank Company
Washington
$27.2M -$6.48M -237,031 -19%
Credit Agricole
21
Credit Agricole
France
$25.4M +$11.1M +404,743 +86%
New York State Common Retirement Fund
22
New York State Common Retirement Fund
New York
$24.3M -$605K -22,142 -3%
Fidelity Investments
23
Fidelity Investments
Massachusetts
$21.4M +$9.91M +362,796 +97%
UIM
24
USS Investment Management
United Kingdom
$21M +$19.8M +725,000 New
SC
25
Sculptor Capital
New York
$18.2M +$17.1M +625,732 New

TIMB Hedge Fund Activity: Q2 2014 in Review

140 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in TIM SA (TIMB) for Q2 2014, worth a combined $2.11B — up 16% from $1.82B a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new TIMB positions and 20 closed out — a net gain of 3 holders — while 43 added to existing stakes and 42 trimmed.

The largest buyer was Paulson & Co, opening a new position worth an estimated $145M. The largest seller was Macquarie Group, cutting an estimated $101M.

  • 140 institutional investors held TIM SA (TIMB) as of Q2 2014, up from 137 in Q1 2014.
  • Funds reported $2.11B of TIM SA stock for Q2 2014, up 16% quarter-over-quarter.
  • 23 funds opened new TIM SA positions in Q2 2014 and 20 closed out, a net change of +3 holders.
  • The largest TIM SA buyer in Q2 2014 was Paulson & Co, an estimated $145M added.
  • The largest TIM SA seller in Q2 2014 was Macquarie Group, an estimated $101M sold.

Based on aggregated 13F filings for Q2 2014.