DMC
Del Monte Corporation · Consumer Defensive · Agricultural Farm Products
Señales de momentum (gestores comparables):
amplitud de titulares +18.2% ·
flujo de acciones +18.4% ·
nuevas posiciones netas +15.4%
— fórmula
Acumulación amplia — aumento de acciones entre más titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | -10 | 24.45M | $683.42M | +7 | −17 |
| Q1 2026 | 100 | 0 | 24.09M | $969.87M | +5 | −5 |
| Q4 2025 | 100 | +1 | 26.90M | $958.55M | +2 | −1 |
| Q3 2025 | 19 | 0 | 15.66M | $543.55M | — | — |
| Q2 2025 | 16 | 0 | 15.18M | $492.25M | +1 | −1 |
| Q1 2025 | 13 | +2 | 4.90M | $151.02M | +3 | −1 |
| Q4 2024 | 11 | -1 | 4.14M | $137.38M | — | −1 |
| Q3 2024 | 11 | 0 | 3.46M | $102.26M | — | — |
| Q2 2024 | 11 | — | 3.67M | $80.21M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (pasivo) | 1.31M | -3.8% | $40.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Capital World Investors ✦ | 1.03M | 0.0% | $31.69M | 0.0% | Held | 4 | SEC ↗ |
| 3 | Geode Capital Management ✦ (pasivo) | 800.18K | +3.1% | $24.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | Geode Capital Management ✦ (pasivo) | 800.18K | +3.1% | $24.68M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Millennium Management ✦ | 596.50K | +1647.2% | $18.39M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | Arrowstreet Capital ✦ | 409.93K | +35.8% | $12.64M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | Renaissance Technologies ✦ | 265.30K | +25.9% | $8.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | Two Sigma Investments ✦ | 143.35K | +113.4% | $4.42M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | AQR Capital Management ✦ | 142.21K | -29.6% | $4.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 142.21K | -29.6% | $4.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 142.21K | -29.6% | $4.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 142.21K | -29.6% | $4.38M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Wellington Management ✦ | 68.64K | Nuevo | $2.12M | 0.0% | New | 1 | SEC ↗ |
| 14 | Wellington Management ✦ | 68.64K | Nuevo | $2.12M | 0.0% | New | 1 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 63.67K | +8.7% | $1.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | D. E. Shaw & Co. ✦ | 63.67K | +8.7% | $1.96M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 17 | T. Rowe Price ✦ | 38.14K | +3.4% | $1.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 18 | Gotham Asset Management ✦ | 21.59K | Nuevo | $665,589 | 0.0% | New | 1 | SEC ↗ |
| 19 | Point72 Asset Management ✦ | 8.32K | Nuevo | $256,590 | 0.0% | New | 1 | 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
| Wellington Management | $2.12M | 0.0% |
| Wellington Management | $2.12M | 0.0% |
| Gotham Asset Management | $665,589 | 0.0% |
| Point72 Asset Management | $256,590 | 0.0% |
Posición cerrada
| Citadel Advisors | $1.86M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 250 tenedores, 33.65M acciones, $1.26B 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.