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Telefônica Brasil

155 hedge funds and large institutions have $1.03B invested in Telefônica Brasil in 2020 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 53 increasing their positions, 56 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.31% less ownership

Funds ownership: 12.3%11.99% (-0.31%)

5% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 56

2% less funds holding

Funds holding: 158155 (-3)

12% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 25

16% less capital invested

Capital invested by funds: $1.22B → $1.03B (-$196M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

79% less call options, than puts

Call options by funds: $83K | Put options by funds: $403K

Holders
155
Holders Change
-3
Holders Change %
-1.9%
% of All Funds
3.13%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
22
Increased
53
Reduced
56
Closed
25
Calls
$83K
Puts
$403K
Net Calls
-$320K
Net Calls Change
-$387K
Name Holding Trade Value Shares
Change
Change in
Stake
Artisan Partners
1
Artisan Partners
Wisconsin
$638M +$14.6M +1,607,278 +2%
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$32.3M +$5.67M +626,304 +17%
Vanguard Group
3
Vanguard Group
Pennsylvania
$28.2M -$4.33M -478,293 -12%
Macquarie Group
4
Macquarie Group
Australia
$23.7M -$4.27M -471,829 -13%
IUHSA
5
Itau Unibanco Holding S.A.
Brazil
$22M +$8.82M +973,828 +52%
Aberdeen Group
6
Aberdeen Group
United Kingdom
$21.1M +$1.99M +219,300 +9%
Renaissance Technologies
7
Renaissance Technologies
New York
$20.7M -$2.37M -261,949 -9%
MCM
8
Moerus Capital Management
New York
$20.6M +$1.57M +172,835 +7%
State Street
9
State Street
Massachusetts
$15.9M -$4.49M -495,208 -21%
Lazard Asset Management
10
Lazard Asset Management
New York
$15.6M -$2.32M -255,932 -11%
Bank of America
11
Bank of America
North Carolina
$12.3M +$5.47M +603,687 +61%
BlackRock
12
BlackRock
New York
$11.1M +$1.75M +193,030 +15%
BIP
13
Brandes Investment Partners
California
$9.97M -$1.4M -154,102 -11%
AG
14
Aperio Group
California
$8.18M +$281K +31,004 +3%
ACM
15
Advisors Capital Management
New Jersey
$7.22M -$284K -31,399 -3%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$6.86M +$160K +17,643 +2%
Aviva
17
Aviva
United Kingdom
$6.3M -$65.7K -7,246 -0.9%
ICP
18
Indus Capital Partners
New York
$5.99M +$539K +59,537 +8%
Morgan Stanley
19
Morgan Stanley
New York
$5.92M +$1.19M +131,432 +21%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.49M -$158K -17,439 -2%
Federated Hermes
21
Federated Hermes
Pennsylvania
$5.29M -$86.1K -9,507 -1%
Invesco
22
Invesco
Georgia
$5.22M +$969K +106,900 +19%
Sumitomo Mitsui Trust Group
23
Sumitomo Mitsui Trust Group
Japan
$4.76M -$605K -66,750 -10%
Point72 Asset Management
24
Point72 Asset Management
Connecticut
$4.34M +$5.12M +565,306 New
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$4.25M -$1.27M -139,676 -20%

VIV Hedge Fund Activity: Q3 2020 in Review

155 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Telefônica Brasil (VIV) for Q3 2020, worth a combined $1.03B — down 16% from $1.22B a quarter earlier.

Sellers outnumbered buyers: 25 funds closed out of VIV and 22 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 53 added.

The largest buyer was Artisan Partners, adding an estimated $14.6M. The largest seller was Fidelity Investments, cutting an estimated $17.4M.

  • 155 institutional investors held Telefônica Brasil (VIV) as of Q3 2020, down from 158 in Q2 2020.
  • Funds reported $1.03B of Telefônica Brasil stock for Q3 2020, down 16% quarter-over-quarter.
  • 22 funds opened new Telefônica Brasil positions in Q3 2020 and 25 closed out, a net change of -3 holders.
  • The largest Telefônica Brasil buyer in Q3 2020 was Artisan Partners, an estimated $14.6M added.
  • The largest Telefônica Brasil seller in Q3 2020 was Fidelity Investments, an estimated $17.4M sold.

Based on aggregated 13F filings for Q3 2020.