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Telefônica Brasil

172 hedge funds and large institutions have $1.53B invested in Telefônica Brasil in 2015 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 67 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $1.24M | Put options by funds: $352K

8% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 25

2% more capital invested

Capital invested by funds: $1.51B → $1.53B (+$23.4M)

1% more funds holding

Funds holding: 171172 (+1)

0.38% more ownership

Funds ownership: 14.76%15.14% (+0.38%)

24% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 67

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
172
Holders Change
+1
Holders Change %
+0.58%
% of All Funds
4.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
27
Increased
51
Reduced
67
Closed
25
Calls
$1.24M
Puts
$352K
Net Calls
+$887K
Net Calls Change
+$552K
Name Holding Trade Value Shares
Change
Change in
Stake
Artisan Partners
1
Artisan Partners
Wisconsin
$574M +$98.3M +9,920,998 +19%
BIP
2
Brandes Investment Partners
California
$109M -$681K -68,691 -0.6%
TIM
3
Thornburg Investment Management
New Mexico
$105M
Schroder Investment Management Group
4
Schroder Investment Management Group
United Kingdom
$80.2M +$10.1M +1,015,889 +13%
Bank of America
5
Bank of America
North Carolina
$53.6M +$5.32M +536,762 +10%
Grantham, Mayo, Van Otterloo & Co (GMO)
6
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$49.2M -$13.7M -1,384,300 -20%
Macquarie Group
7
Macquarie Group
Australia
$48.3M +$9.95M +1,004,289 +23%
Pzena Investment Management
8
Pzena Investment Management
New York
$40.5M +$5.61M +565,830 +14%
RFC
9
Russell Frank Company
Washington
$29.5M +$12M +1,213,553 +59%
AAM
10
Aberdeen Asset Management
United Kingdom
$26.9M -$279K -28,200 -1%
CS
11
Credit Suisse
Switzerland
$25.5M -$4.38M -442,231 -14%
Vanguard Group
12
Vanguard Group
Pennsylvania
$20.6M -$629K -63,470 -3%
JP Morgan Chase
13
JP Morgan Chase
New York
$19.1M -$5.03M -507,322 -19%
OCM
14
Oaktree Capital Management
California
$18.3M -$1.59M -160,612 -7%
BIM
15
BlackRock Investment Management
Delaware
$17.3M +$18.2M +1,840,705 +2,418%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$16.1M -$417K -42,124 -2%
Goldman Sachs
17
Goldman Sachs
New York
$14.1M +$1.25M +126,214 +9%
Millennium Management
18
Millennium Management
New York
$13.4M -$252K -25,431 -2%
VLKIM
19
Van Lanschot Kempen Investment Management
Netherlands
$12.3M -$175K -17,650 -1%
Massachusetts Financial Services
20
Massachusetts Financial Services
Massachusetts
$12.2M -$401K -40,445 -3%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$11.8M +$5.22M +526,877 +67%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$11.2M -$1.05M -105,758 -8%
PPA
23
Parametric Portfolio Associates
Washington
$10.2M +$1.22M +123,383 +12%
WBC
24
Westpac Banking Corp
Australia
$9.87M +$5.67M +571,991 +110%
First Trust Advisors
25
First Trust Advisors
Illinois
$9.52M +$2.01M +203,291 +24%

VIV Hedge Fund Activity: Q4 2015 in Review

172 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Telefônica Brasil (VIV) for Q4 2015, worth a combined $1.53B — up 1.5% from $1.51B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new VIV positions and 25 closed out — a net gain of 2 holders — while 51 added to existing stakes and 67 trimmed.

The largest buyer was Artisan Partners, adding an estimated $98.3M. The largest seller was Renaissance Technologies, cutting an estimated $28.2M.

  • 172 institutional investors held Telefônica Brasil (VIV) as of Q4 2015, up from 171 in Q3 2015.
  • Funds reported $1.53B of Telefônica Brasil stock for Q4 2015, up 1.5% quarter-over-quarter.
  • 27 funds opened new Telefônica Brasil positions in Q4 2015 and 25 closed out, a net change of +2 holders.
  • The largest Telefônica Brasil buyer in Q4 2015 was Artisan Partners, an estimated $98.3M added.
  • The largest Telefônica Brasil seller in Q4 2015 was Renaissance Technologies, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2015.