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Telefônica Brasil

163 hedge funds and large institutions have $2.29B invested in Telefônica Brasil in 2014 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 46 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

62% more call options, than puts

Call options by funds: $1.89M | Put options by funds: $1.17M

46% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 46

40% more capital invested

Capital invested by funds: $1.64B → $2.29B (+$650M)

3.04% more ownership

Funds ownership: 11.34%14.38% (+3%)

10% less funds holding

Funds holding: 181163 (-18)

47% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 30

Holders
163
Holders Change
-18
Holders Change %
-9.94%
% of All Funds
4.71%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.09%
New
16
Increased
67
Reduced
46
Closed
30
Calls
$1.89M
Puts
$1.17M
Net Calls
+$723K
Net Calls Change
+$2.33M
Name Holding Trade Value Shares
Change
Change in
Stake
O
1
OppenheimerFunds
New York
$402M +$363M +18,914,206 New
TIM
2
Thornburg Investment Management
New Mexico
$295M +$16.2M +845,000 +6%
BIP
3
Brandes Investment Partners
California
$196M +$41M +2,135,695 +32%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$113M -$7.19M -374,586 -7%
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$106M +$54.6M +2,843,584 +132%
JP Morgan Chase
6
JP Morgan Chase
New York
$103M -$1.68M -87,482 -2%
Acadian Asset Management
7
Acadian Asset Management
Massachusetts
$87.6M +$1.5M +78,382 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
8
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$79.5M +$17.5M +912,500 +32%
OSAM
9
O'Shaughnessy Asset Management
Connecticut
$74.9M +$24.3M +1,268,116 +56%
Vanguard Group
10
Vanguard Group
Pennsylvania
$61M -$10.2M -533,872 -16%
Macquarie Group
11
Macquarie Group
Australia
$56.4M +$3.6M +187,437 +8%
AAM
12
Aberdeen Asset Management
United Kingdom
$48M
Bank of New York Mellon
13
Bank of New York Mellon
New York
$46.7M +$7.79M +406,197 +23%
VLKIM
14
Van Lanschot Kempen Investment Management
Netherlands
$36.7M -$5.54M -288,600 -14%
Bank of America
15
Bank of America
North Carolina
$35.3M +$7.46M +388,865 +31%
Invesco
16
Invesco
Georgia
$27M -$1.06M -55,062 -4%
Goldman Sachs
17
Goldman Sachs
New York
$26.4M +$19.6M +1,018,922 +453%
AQR Capital Management
18
AQR Capital Management
Connecticut
$26.3M -$4.75M -247,600 -17%
CS
19
Credit Suisse
Switzerland
$23.3M +$10.2M +531,573 +94%
OCM
20
Oaktree Capital Management
California
$22.8M +$3.94M +205,452 +24%
Federated Hermes
21
Federated Hermes
Pennsylvania
$18.5M +$550K +28,688 +3%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$15M -$725K -37,796 -5%
Millennium Management
23
Millennium Management
New York
$13.3M +$10.8M +562,445 +897%
Credit Agricole
24
Credit Agricole
France
$12.7M -$6.06M -315,638 -35%
RG
25
Renaissance Group
Kentucky
$12.6M +$3.16M +164,946 +38%

VIV Hedge Fund Activity: Q1 2014 in Review

163 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Telefônica Brasil (VIV) for Q1 2014, worth a combined $2.29B — up 40% from $1.64B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of VIV and 16 opened new positions — a net loss of 14 holders — while 46 trimmed existing stakes and 67 added.

The largest buyer was OppenheimerFunds, opening a new position worth an estimated $363M. The largest seller was Ninety One (UK), exiting entirely with an estimated $60.8M sold.

  • 163 institutional investors held Telefônica Brasil (VIV) as of Q1 2014, down from 181 in Q4 2013.
  • Funds reported $2.29B of Telefônica Brasil stock for Q1 2014, up 40% quarter-over-quarter.
  • 16 funds opened new Telefônica Brasil positions in Q1 2014 and 30 closed out, a net change of -14 holders.
  • The largest Telefônica Brasil buyer in Q1 2014 was OppenheimerFunds, an estimated $363M added.
  • The largest Telefônica Brasil seller in Q1 2014 was Ninety One (UK), an estimated $60.8M sold.

Based on aggregated 13F filings for Q1 2014.