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Telefônica Brasil

170 hedge funds and large institutions have $2.02B invested in Telefônica Brasil in 2019 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $628K | Put options by funds: $354K

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.46% less ownership

Funds ownership: 14.17%13.71% (-0.46%)

2% less capital invested

Capital invested by funds: $2.07B → $2.02B (-$48.5M)

11% less funds holding

Funds holding: 190170 (-20)

14% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 65

56% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 34

Holders
170
Holders Change
-20
Holders Change %
-10.53%
% of All Funds
3.73%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
56
Reduced
65
Closed
34
Calls
$628K
Puts
$354K
Net Calls
+$274K
Net Calls Change
-$62K
Name Holding Trade Value Shares
Change
Change in
Stake
Artisan Partners
1
Artisan Partners
Wisconsin
$1.14B -$56.7M -4,272,678 -5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$59.6M +$4.33M +325,708 +8%
Macquarie Group
3
Macquarie Group
Australia
$50.8M -$1.88M -141,835 -4%
Bank of America
4
Bank of America
North Carolina
$50.6M -$15.8M -1,186,037 -24%
BIP
5
Brandes Investment Partners
California
$44.9M -$16.6M -1,251,673 -27%
SCCM
6
Schafer Cullen Capital Management
New York
$41.3M -$4.16M -313,139 -9%
CCM
7
Causeway Capital Management
California
$39M +$1.14M +85,962 +3%
MCM
8
Moerus Capital Management
New York
$36.7M +$145K +10,943 +0.4%
Goldman Sachs
9
Goldman Sachs
New York
$34.4M +$6.76M +509,332 +24%
Aberdeen Group
10
Aberdeen Group
United Kingdom
$33.7M
AG
11
Aperio Group
California
$32.8M +$7.94M +598,014 +32%
Lazard Asset Management
12
Lazard Asset Management
New York
$29.4M -$82K -6,177 -0.3%
State Street
13
State Street
Massachusetts
$23.8M +$224K +16,849 +1%
Acadian Asset Management
14
Acadian Asset Management
Massachusetts
$23.1M -$15.7M -1,181,492 -40%
VLKIM
15
Van Lanschot Kempen Investment Management
Netherlands
$20.7M +$88.3K +6,650 +0.4%
First Trust Advisors
16
First Trust Advisors
Illinois
$20.6M +$20.2M +1,520,015 +3,175%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$19.1M +$18.8M +1,414,696 +3,840%
Renaissance Technologies
18
Renaissance Technologies
New York
$15.8M +$13.2M +992,616 +471%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$15M -$799K -60,185 -5%
ACM
20
Advisors Capital Management
New Jersey
$12.4M +$711K +53,555 +6%
HSBC Holdings
21
HSBC Holdings
United Kingdom
$12.3M +$473K +35,641 +4%
Natixis Advisors
22
Natixis Advisors
Massachusetts
$12.2M -$134K -10,087 -1%
PG
23
Pendal Group
Australia
$12.2M +$6.47M +487,024 +112%
PPA
24
Parametric Portfolio Associates
Washington
$12.1M +$4.98M +374,704 +69%
Aviva
25
Aviva
United Kingdom
$11.8M -$1.95M -146,980 -14%

VIV Hedge Fund Activity: Q3 2019 in Review

170 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Telefônica Brasil (VIV) for Q3 2019, worth a combined $2.02B — down 2.3% from $2.07B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of VIV and 15 opened new positions — a net loss of 19 holders — while 65 trimmed existing stakes and 56 added.

The largest buyer was First Trust Advisors, adding an estimated $20.2M. The largest seller was Artisan Partners, cutting an estimated $56.7M.

  • 170 institutional investors held Telefônica Brasil (VIV) as of Q3 2019, down from 190 in Q2 2019.
  • Funds reported $2.02B of Telefônica Brasil stock for Q3 2019, down 2.3% quarter-over-quarter.
  • 15 funds opened new Telefônica Brasil positions in Q3 2019 and 34 closed out, a net change of -19 holders.
  • The largest Telefônica Brasil buyer in Q3 2019 was First Trust Advisors, an estimated $20.2M added.
  • The largest Telefônica Brasil seller in Q3 2019 was Artisan Partners, an estimated $56.7M sold.

Based on aggregated 13F filings for Q3 2019.