OPTU
Optimum Communications, Inc. · Communication Services · Telecommunications Services
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +13.7% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 77 | +1 | 113.11M | $164.49M | +8 | −7 |
| Q1 2026 | 79 | -2 | 160.84M | $209.29M | +3 | −6 |
| Q4 2025 | 81 | -1 | 182.42M | $301.05M | +1 | −1 |
| Q3 2025 | 18 | 0 | 131.67M | $317.26M | — | — |
| Q2 2025 | 15 | -1 | 98.63M | $211.03M | — | −1 |
| Q1 2025 | 13 | -2 | 46.81M | $124.53M | — | −2 |
| Q4 2024 | 15 | +1 | 47.03M | $113.31M | +1 | — |
| Q3 2024 | 13 | 0 | 42.07M | $103.49M | — | — |
| Q2 2024 | 13 | — | 37.01M | $75.50M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | D. E. Shaw & Co. ✦ | 11.37M | -1.4% | $27.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | D. E. Shaw & Co. ✦ | 11.37M | -1.4% | $27.96M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Oaktree Capital Management ✦ | 7.50M | +26.3% | $18.45M | 0.3% | ▲ Add | 2 | SEC ↗ |
| 4 | PRIMECAP Management ✦ | 4.87M | 0.0% | $11.98M | 0.0% | Held | 2 | SEC ↗ |
| 5 | Citadel Advisors ✦ | 4.71M | -0.1% | $11.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Citadel Advisors ✦ | 4.71M | -0.1% | $11.58M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Millennium Management ✦ | 3.66M | +189.6% | $9.00M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 3.15M | +23.6% | $7.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | Geode Capital Management ✦ (pasivo) | 2.68M | +7.7% | $6.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | Geode Capital Management ✦ (pasivo) | 2.68M | +7.7% | $6.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 1.57M | +62.9% | $3.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 1.30M | -40.7% | $3.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 13 | AQR Capital Management ✦ | 1.30M | -40.7% | $3.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Point72 Asset Management ✦ | 880.99K | +487.3% | $2.17M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Marshall Wace ✦ | 296.39K | +13.7% | $729,119 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | T. Rowe Price ✦ | 66.40K | 0.0% | $164,000 | 0.0% | Held | 2 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 27.61K | -1.7% | $67,921 | 0.0% | ▼ Trim | 2 | 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
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 179 tenedores, 290.75M acciones, $379.93M 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.