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Telefônica Brasil

171 hedge funds and large institutions have $1.51B invested in Telefônica Brasil in 2015 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 63 increasing their positions, 47 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more call options, than puts

Call options by funds: $548K | Put options by funds: $213K

34% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 47

4.85% more ownership

Funds ownership: 9.91%14.76% (+4.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 36

2% less capital invested

Capital invested by funds: $1.55B → $1.51B (-$36.5M)

1% less funds holding

Funds holding: 173171 (-2)

Holders
171
Holders Change
-2
Holders Change %
-1.16%
% of All Funds
4.77%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
36
Increased
63
Reduced
47
Closed
36
Calls
$548K
Puts
$213K
Net Calls
+$335K
Net Calls Change
+$24K
Name Holding Trade Value Shares
Change
Change in
Stake
Artisan Partners
1
Artisan Partners
Wisconsin
$489M +$629M +53,603,179 New
BIP
2
Brandes Investment Partners
California
$112M -$435K -37,022 -0.3%
TIM
3
Thornburg Investment Management
New Mexico
$106M
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$71.8M +$22.8M +1,944,844 +33%
Grantham, Mayo, Van Otterloo & Co (GMO)
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$62.4M +$2.67M +227,510 +3%
Bank of America
6
Bank of America
North Carolina
$49.3M +$41.3M +3,520,664 +187%
Macquarie Group
7
Macquarie Group
Australia
$39.6M -$1M -85,375 -2%
Pzena Investment Management
8
Pzena Investment Management
New York
$35.8M +$12.5M +1,064,807 +37%
Renaissance Technologies
9
Renaissance Technologies
New York
$31.1M +$34.5M +2,934,280 +625%
CS
10
Credit Suisse
Switzerland
$29.9M -$1.75M -149,344 -4%
AAM
11
Aberdeen Asset Management
United Kingdom
$25.3M -$120K -10,200 -0.4%
JP Morgan Chase
12
JP Morgan Chase
New York
$23.9M +$15.2M +1,295,757 +98%
Morgan Stanley
13
Morgan Stanley
New York
$21.5M +$26.3M +2,239,965 +1,942%
Vanguard Group
14
Vanguard Group
Pennsylvania
$21.4M -$7.68M -654,494 -22%
Deutsche Bank
15
Deutsche Bank
Germany
$20.8M +$23.9M +2,038,715 +843%
OCM
16
Oaktree Capital Management
California
$20M +$1.52M +129,513 +6%
RFC
17
Russell Frank Company
Washington
$18.8M +$3.14M +267,332 +15%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$16.6M +$3.17M +269,905 +17%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$15M -$11M -935,750 -36%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$14.3M -$60.8M -5,178,752 -77%
Millennium Management
21
Millennium Management
New York
$13.8M +$9.27M +789,547 +110%
Goldman Sachs
22
Goldman Sachs
New York
$13.1M +$2.61M +222,265 +18%
Massachusetts Financial Services
23
Massachusetts Financial Services
Massachusetts
$12.7M -$23.3K -1,985 -0.1%
VLKIM
24
Van Lanschot Kempen Investment Management
Netherlands
$12.6M -$650K -55,400 -4%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$12.3M -$1.32M -112,406 -8%

VIV Hedge Fund Activity: Q3 2015 in Review

171 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Telefônica Brasil (VIV) for Q3 2015, worth a combined $1.51B — down 2.4% from $1.55B a quarter earlier.

Fund positioning in VIV was balanced in Q3 2015: 36 funds opened new positions, 36 closed out, 63 added to existing stakes and 47 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $629M. The largest seller was Third Point, exiting entirely with an estimated $104M sold.

  • 171 institutional investors held Telefônica Brasil (VIV) as of Q3 2015, down from 173 in Q2 2015.
  • Funds reported $1.51B of Telefônica Brasil stock for Q3 2015, down 2.4% quarter-over-quarter.
  • 36 funds opened new Telefônica Brasil positions in Q3 2015 and 36 closed out, a net change of 0 holders.
  • The largest Telefônica Brasil buyer in Q3 2015 was Artisan Partners, an estimated $629M added.
  • The largest Telefônica Brasil seller in Q3 2015 was Third Point, an estimated $104M sold.

Based on aggregated 13F filings for Q3 2015.