OPTU
Optimum Communications, Inc. · Communication Services · Telecommunications Services
Señales de momentum (gestores comparables):
amplitud de titulares -6.2% ·
flujo de acciones +6.5% ·
nuevas posiciones netas -6.7%
— fórmula
Acumulación concentrada — aumento de acciones entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| 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 | The Vanguard Group ✦ (pasivo) | 26.75M | — | $57.25M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | The Vanguard Group ✦ (pasivo) | 26.75M | — | $57.25M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 26.75M | — | $57.25M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 26.75M | — | $57.25M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 26.75M | — | $57.25M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 19.04M | — | $40.74M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 19.04M | — | $40.74M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | BlackRock ✦ (pasivo) | 19.04M | — | $40.74M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | BlackRock ✦ (pasivo) | 19.04M | — | $40.74M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | BlackRock ✦ (pasivo) | 19.04M | — | $40.74M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | BlackRock ✦ (pasivo) | 19.04M | — | $40.74M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | BlackRock ✦ (pasivo) | 19.04M | — | $40.74M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 19.04M | — | $40.74M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 19.04M | — | $40.74M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 19.04M | — | $40.74M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 19.04M | — | $40.74M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 11.13M | -0.7% | $23.82M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | D. E. Shaw & Co. ✦ | 11.13M | -0.7% | $23.82M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | D. E. Shaw & Co. ✦ | 11.13M | -0.7% | $23.82M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Millennium Management ✦ | 8.75M | +58.6% | $18.73M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 21 | Oaktree Capital Management ✦ | 7.50M | 0.0% | $16.05M | 0.4% | Held | 5 | SEC ↗ |
| 22 | Geode Capital Management ✦ (pasivo) | 6.05M | +114.7% | $12.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 23 | Geode Capital Management ✦ (pasivo) | 6.05M | +114.7% | $12.95M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 24 | Renaissance Technologies ✦ | 5.31M | +33.2% | $11.35M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 25 | PRIMECAP Management ✦ | 4.87M | 0.0% | $10.42M | 0.0% | Held | 5 | SEC ↗ |
| 26 | State Street Global Advisors ✦ (pasivo) | 4.16M | +129.4% | $8.90M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Two Sigma Investments ✦ | 1.89M | -39.7% | $4.05M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 28 | Point72 Asset Management ✦ | 1.23M | -13.2% | $2.63M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 29 | AQR Capital Management ✦ | 1.15M | +42.5% | $2.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 30 | AQR Capital Management ✦ | 1.15M | +42.5% | $2.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 31 | AQR Capital Management ✦ | 1.15M | +42.5% | $2.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 1.15M | +42.5% | $2.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 33 | AQR Capital Management ✦ | 1.15M | +42.5% | $2.41M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 606.56K | -83.4% | $1.30M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 35 | Citadel Advisors ✦ | 606.56K | -83.4% | $1.30M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 36 | T. Rowe Price ✦ | 195.45K | +194.4% | $419,000 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 3.49K | — | $7,465 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 3.49K | — | $7,465 | 0.0% | n/c | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Marshall Wace | $38,538 | era 0.0% |
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.