BMEA
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares +30.0% ·
flujo de acciones -24.7% ·
nuevas posiciones netas +20.0%
— fórmula
Fragmentación de la titularidad — más titulares, participación agregada menor
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 | 33 | -2 | 20.54M | $30.16M | +3 | −5 |
| Q1 2026 | 35 | 0 | 19.51M | $29.82M | +3 | −3 |
| Q4 2025 | 35 | 0 | 18.07M | $22.41M | +1 | −1 |
| Q3 2025 | 13 | 0 | 13.63M | $27.54M | +2 | −2 |
| Q2 2025 | 10 | -4 | 11.94M | $21.49M | — | −4 |
| Q1 2025 | 11 | -1 | 3.14M | $6.70M | — | −1 |
| Q4 2024 | 12 | +3 | 3.09M | $11.99M | +3 | — |
| Q3 2024 | 8 | -1 | 3.50M | $35.34M | — | −1 |
| Q2 2024 | 9 | — | 2.60M | $11.69M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 604.36K | — | $2.34M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 604.15K | +0.4% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 604.15K | +0.4% | $2.34M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Two Sigma Investments ✦ | 559.93K | +104.4% | $2.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Adage Capital Partners ✦ | 500.00K | -44.4% | $1.94M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 343.73K | +317.7% | $1.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Marshall Wace ✦ | 123.31K | -49.6% | $478,455 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Marshall Wace ✦ | 123.31K | -49.6% | $478,455 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 116.65K | Nuevo | $452,613 | 0.0% | New | 1 | SEC ↗ |
| 10 | D. E. Shaw & Co. ✦ | 116.65K | Nuevo | $452,613 | 0.0% | New | 1 | SEC ↗ |
| 11 | Wellington Management ✦ | 81.76K | Nuevo | $317,225 | 0.0% | New | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 81.76K | Nuevo | $317,225 | 0.0% | New | 1 | SEC ↗ |
| 13 | Citadel Advisors ✦ | 78.25K | +173791.1% | $303,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Citadel Advisors ✦ | 78.25K | +173791.1% | $303,614 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | AQR Capital Management ✦ | 34.27K | Nuevo | $132,948 | 0.0% | New | 1 | SEC ↗ |
| 16 | AQR Capital Management ✦ | 34.27K | Nuevo | $132,948 | 0.0% | New | 1 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 34.27K | Nuevo | $132,948 | 0.0% | New | 1 | SEC ↗ |
| 18 | Millennium Management ✦ | 24.32K | -98.2% | $94,365 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 19.35K | +6.7% | $76,000 | 0.0% | ▲ Add | 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
| D. E. Shaw & Co. | $452,613 | 0.0% |
| D. E. Shaw & Co. | $452,613 | 0.0% |
| Wellington Management | $317,225 | 0.0% |
| Wellington Management | $317,225 | 0.0% |
| AQR Capital Management | $132,948 | 0.0% |
| AQR Capital Management | $132,948 | 0.0% |
| AQR Capital Management | $132,948 | 0.0% |
Posición cerrada
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 63 tenedores, 24.34M acciones, $37.07M 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.