AMD
Advanced Micro Devices, Inc. · Technology · Semiconductors
Señales de momentum (gestores comparables):
amplitud de titulares -8.7% ·
flujo de acciones -8.5% ·
nuevas posiciones netas -9.5%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 189 | +5 | 958.53M | $552.70B | +11 | −7 |
| Q1 2026 | 188 | -6 | 892.60M | $181.36B | +2 | −9 |
| Q4 2025 | 193 | +3 | 975.50M | $208.89B | +4 | — |
| Q3 2025 | 30 | +1 | 530.87M | $85.86B | +2 | −2 |
| Q2 2025 | 27 | +2 | 487.53M | $69.16B | +3 | −1 |
| Q1 2025 | 22 | +1 | 174.52M | $17.92B | +3 | −2 |
| Q4 2024 | 21 | -2 | 198.11M | $23.92B | — | −2 |
| Q3 2024 | 22 | 0 | 145.19M | $23.80B | +1 | −1 |
| Q2 2024 | 22 | — | 141.20M | $22.89B | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 71.32M | — | $8.62B | 0.3% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 35.08M | +2.4% | $4.22B | 0.3% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Fisher Asset Management ✦ | 24.09M | +1.2% | $2.91B | 1.2% | ▲ Add | 3 | SEC ↗ |
| 4 | Norges Bank ✦ (pasivo) | 23.74M | +8.0% | $2.87B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 5 | T. Rowe Price ✦ | 17.89M | -49.3% | $2.16B | 0.2% | ▼ Trim | 3 | SEC ↗ ×2 |
| 6 | Baillie Gifford ✦ | 6.35M | -9.3% | $767.08M | 0.6% | ▼ Trim | 3 | SEC ↗ ×4 |
| 7 | Coatue Management ✦ | 4.25M | 0.0% | $513.26M | 1.7% | Held | 3 | SEC ↗ ×4 |
| 8 | D. E. Shaw & Co. ✦ | 3.30M | +28.8% | $398.50M | 0.5% | ▲ Add | 3 | SEC ↗ ×3 |
| 9 | Marshall Wace ✦ | 2.12M | +21.3% | $256.45M | 0.3% | ▲ Add | 3 | SEC ↗ ×4 |
| 10 | Bridgewater Associates ✦ | 1.80M | +22.8% | $217.14M | 1.0% | ▲ Add | 3 | SEC ↗ |
| 11 | Millennium Management ✦ | 1.55M | +3.9% | $187.57M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 12 | Adage Capital Partners ✦ | 1.41M | -3.0% | $170.35M | 0.3% | ▼ Trim | 3 | SEC ↗ |
| 13 | ARK Investment Management ✦ | 1.21M | +53.6% | $145.74M | 1.2% | ▲ Add | 3 | SEC ↗ |
| 14 | Appaloosa ✦ | 1.20M | +5.7% | $144.95M | 2.2% | ▲ Add | 3 | SEC ↗ |
| 15 | Renaissance Technologies ✦ | 1.18M | +142.7% | $142.11M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 892.20K | -26.9% | $107.77M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 17 | Wellington Management ✦ | 303.38K | -93.8% | $36.64M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 18 | AQR Capital Management ✦ | 276.83K | +56.0% | $33.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 19 | Capital World Investors ✦ | 106.65K | 0.0% | $12.88M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Gotham Asset Management ✦ | 48.36K | -39.7% | $5.84M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 21 | GAMCO Investors ✦ | 1.90K | -32.2% | $229,380 | 0.0% | ▼ Trim | 3 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Point72 Asset Management | $143.03M | era 0.5% |
| Two Sigma Investments | $21.40M | era 0.1% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 3,141 tenedores, 1.04B acciones, $198.97B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 5.88K acc. · $2.95M
Officer · 1.66K acc. · $830,314
Officer · 1.02K acc. · $509,181
Officer · 2.23K acc. · $1.12M
Officer · 757 acc. · $377,213
Officer · 726 acc. · $367,283
Officer · 4.60K acc. · $2.32M
Officer · 299 acc. · $151,557
Officer · 100 acc. · $49,898
Officer, Director · 8.34K acc. · $4.25M
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
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