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Telefônica Brasil

177 hedge funds and large institutions have $2.43B invested in Telefônica Brasil in 2017 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 53 increasing their positions, 49 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

80% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 20

9% more funds holding

Funds holding: 162177 (+15)

8% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 49

0.51% more ownership

Funds ownership: 14.11%14.62% (+0.51%)

3% less capital invested

Capital invested by funds: $2.5B → $2.43B (-$75.1M)

84% less call options, than puts

Call options by funds: $371K | Put options by funds: $2.27M

Holders
177
Holders Change
+15
Holders Change %
+9.26%
% of All Funds
4.01%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
36
Increased
53
Reduced
49
Closed
20
Calls
$371K
Puts
$2.27M
Net Calls
-$1.9M
Net Calls Change
-$2.06M
Name Holding Trade Value Shares
Change
Change in
Stake
Artisan Partners
1
Artisan Partners
Wisconsin
$1.13B +$11.1M +722,781 +1%
Schroder Investment Management Group
2
Schroder Investment Management Group
United Kingdom
$173M -$19.2M -1,249,155 -10%
BIP
3
Brandes Investment Partners
California
$118M -$9.11M -591,802 -7%
SCCM
4
Schafer Cullen Capital Management
New York
$71.7M +$2.53M +164,619 +4%
Macquarie Group
5
Macquarie Group
Australia
$70.5M -$5.17M -335,943 -7%
Pzena Investment Management
6
Pzena Investment Management
New York
$65.8M +$9.27M +602,178 +16%
Vanguard Group
7
Vanguard Group
Pennsylvania
$59.2M +$1.98M +128,484 +3%
WRF
8
Waddell & Reed Financial
Kansas
$47.5M +$4.42M +287,400 +10%
Aberdeen Group
9
Aberdeen Group
United Kingdom
$39.6M +$41.1M +2,668,400 New
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$39.3M +$18.9M +1,228,732 +86%
BlackRock
11
BlackRock
New York
$37.1M +$8.26M +536,913 +27%
Millennium Management
12
Millennium Management
New York
$33.9M +$26.1M +1,693,892 +286%
Goldman Sachs
13
Goldman Sachs
New York
$32.5M -$11.7M -760,418 -26%
TAM
14
Tocqueville Asset Management
New York
$25.6M +$899K +58,400 +4%
VLKIM
15
Van Lanschot Kempen Investment Management
Netherlands
$24.3M -$500K -32,500 -2%
Aviva
16
Aviva
United Kingdom
$20.9M -$1.32M -85,572 -6%
HSBC Holdings
17
HSBC Holdings
United Kingdom
$20.7M +$15.1M +981,507 +236%
Russell Investments Group
18
Russell Investments Group
United Kingdom
$20.6M -$4.38M -284,572 -17%
Bank of America
19
Bank of America
North Carolina
$18.4M -$20.9M -1,356,242 -52%
SC
20
Sagil Capital
United Kingdom
$16.7M +$17.3M +1,126,589 New
State Street
21
State Street
Massachusetts
$15.6M -$28.4K -1,848 -0.2%
Lazard Asset Management
22
Lazard Asset Management
New York
$15.4M +$3.01M +195,511 +23%
PPA
23
Parametric Portfolio Associates
Washington
$13.9M +$8.5M +552,326 +142%
PAM
24
Panagora Asset Management
Massachusetts
$13.2M -$626K -40,641 -4%
Ameriprise
25
Ameriprise
Minnesota
$11.1M +$4.28M +278,146 +59%

VIV Hedge Fund Activity: Q4 2017 in Review

177 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Telefônica Brasil (VIV) for Q4 2017, worth a combined $2.43B — down 3% from $2.5B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VIV positions and 20 closed out — a net gain of 16 holders — while 53 added to existing stakes and 49 trimmed.

The largest buyer was Aberdeen Group, opening a new position worth an estimated $41.1M. The largest seller was Bank of America, cutting an estimated $20.9M.

  • 177 institutional investors held Telefônica Brasil (VIV) as of Q4 2017, up from 162 in Q3 2017.
  • Funds reported $2.43B of Telefônica Brasil stock for Q4 2017, down 3% quarter-over-quarter.
  • 36 funds opened new Telefônica Brasil positions in Q4 2017 and 20 closed out, a net change of +16 holders.
  • The largest Telefônica Brasil buyer in Q4 2017 was Aberdeen Group, an estimated $41.1M added.
  • The largest Telefônica Brasil seller in Q4 2017 was Bank of America, an estimated $20.9M sold.

Based on aggregated 13F filings for Q4 2017.