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Telefônica Brasil

172 hedge funds and large institutions have $1.85B invested in Telefônica Brasil in 2014 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more call options, than puts

Call options by funds: $2.4M | Put options by funds: $2.32M

0.04% more ownership

Funds ownership: 14.04%14.08% (+0.04%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 26

3% less funds holding

Funds holding: 177172 (-5)

11% less capital invested

Capital invested by funds: $2.07B → $1.85B (-$227M)

24% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 66

Holders
172
Holders Change
-5
Holders Change %
-2.82%
% of All Funds
4.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
24
Increased
50
Reduced
66
Closed
26
Calls
$2.4M
Puts
$2.32M
Net Calls
+$75K
Net Calls Change
-$357K
Name Holding Trade Value Shares
Change
Change in
Stake
JFGIW
101
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$373K -$423K -22,180 -51%
FB
102
Fulton Bank
Pennsylvania
$368K -$91.5K -4,799 -19%
Mirae Asset Global Investments
103
Mirae Asset Global Investments
South Korea
$366K -$43.2K -2,264 -10%
BA
104
BlackRock Advisors
Delaware
$358K +$11.3K +595 +3%
P
105
Pitcairn
Pennsylvania
$343K -$83.6K -4,385 -18%
EGA
106
Emerging Global Advisors
New York
$326K +$36.4K +1,912 +12%
Aviva
107
Aviva
United Kingdom
$324K -$95.3K -5,000 -21%
NIT
108
NumerixS Investment Technologies
British Columbia, Canada
$322K +$348K +18,232 New
HSBC Holdings
109
HSBC Holdings
United Kingdom
$321K
DekaBank Deutsche Girozentrale
110
DekaBank Deutsche Girozentrale
Germany
$313K -$82K -4,300 -20%
Boston Partners
111
Boston Partners
Massachusetts
$304K +$83.4K +4,374 +34%
Legal & General Group
112
Legal & General Group
United Kingdom
$299K
V
113
Veritable
Delaware
$281K +$13.7K +720 +5%
EGA
114
Eagle Global Advisors
Texas
$279K
PA
115
Profund Advisors
Maryland
$277K -$74.6K -3,914 -20%
RRAM
116
River Road Asset Management
Kentucky
$271K -$63K -3,303 -18%
SC
117
Saturna Capital
Washington
$265K
ACI
118
AMP Capital Investors
Australia
$261K -$370K -19,400 -57%
AHC
119
Anderson Hoagland & Co
Missouri
$259K
Brown Advisory
120
Brown Advisory
Maryland
$245K
Citigroup
121
Citigroup
New York
$239K +$75.8K +3,975 +42%
TD Asset Management
122
TD Asset Management
Ontario, Canada
$238K +$257K +13,475 New
AL
123
AJO LP
Pennsylvania
$233K
M&T Bank
124
M&T Bank
New York
$230K -$2.55K -134 -1%
LCM
125
Landscape Capital Management
New Jersey
$230K +$248K +13,000 New

VIV Hedge Fund Activity: Q4 2014 in Review

172 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Telefônica Brasil (VIV) for Q4 2014, worth a combined $1.85B — down 11% from $2.07B a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of VIV and 24 opened new positions — a net loss of 2 holders — while 66 trimmed existing stakes and 50 added.

The largest buyer was Thornburg Investment Management, adding an estimated $107M. The largest seller was Oaktree Capital Management, exiting entirely with an estimated $32M sold.

  • 172 institutional investors held Telefônica Brasil (VIV) as of Q4 2014, down from 177 in Q3 2014.
  • Funds reported $1.85B of Telefônica Brasil stock for Q4 2014, down 11% quarter-over-quarter.
  • 24 funds opened new Telefônica Brasil positions in Q4 2014 and 26 closed out, a net change of -2 holders.
  • The largest Telefônica Brasil buyer in Q4 2014 was Thornburg Investment Management, an estimated $107M added.
  • The largest Telefônica Brasil seller in Q4 2014 was Oaktree Capital Management, an estimated $32M sold.

Based on aggregated 13F filings for Q4 2014.