PPC
Pilgrim's Pride Corporation · Consumer Defensive · Packaged Foods
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +16.3% · nuevas posiciones netas -5.3% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 96 | -3 | 37.97M | $1.07B | +8 | −12 |
| Q1 2026 | 103 | -6 | 35.26M | $1.33B | +3 | −10 |
| Q4 2025 | 110 | +1 | 40.14M | $1.57B | +3 | −1 |
| Q3 2025 | 19 | 0 | 26.73M | $1.09B | +1 | −2 |
| Q2 2025 | 17 | -2 | 20.58M | $925.90M | — | −2 |
| Q1 2025 | 16 | +1 | 8.47M | $460.94M | +1 | — |
| Q4 2024 | 15 | +2 | 7.77M | $352.81M | +2 | — |
| Q3 2024 | 12 | -2 | 5.76M | $262.74M | — | −2 |
| Q2 2024 | 14 | — | 3.71M | $142.40M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (pasivo) | 5.67M | +10.0% | $230.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (pasivo) | 5.17M | +1.9% | $210.48M | 0.0% | ▲ Add | 2 | SEC ↗ ×14 |
| 3 | AQR Capital Management ✦ | 4.48M | +18.7% | $182.51M | 0.1% | ▲ Add | 6 | SEC ↗ ×6 |
| 4 | D. E. Shaw & Co. ✦ | 1.88M | +371.6% | $76.70M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 5 | State Street Global Advisors ✦ (pasivo) | 1.55M | -2.0% | $63.21M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 6 | Renaissance Technologies ✦ | 1.43M | +34.8% | $58.06M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.35M | — | $55.07M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 8 | Goldman Sachs Group ✦ | 1.06M | — | $43.22M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Geode Capital Management ✦ (pasivo) | 983.01K | +4.3% | $40.03M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 10 | Arrowstreet Capital ✦ | 707.23K | +136.5% | $28.80M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 11 | Two Sigma Investments ✦ | 631.33K | +654.6% | $25.71M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 387.20K | — | $15.77M | 0.0% | n/c | 1 | SEC ↗ ×14 |
| 13 | Gotham Asset Management ✦ | 385.10K | -18.5% | $15.68M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 14 | Millennium Management ✦ | 318.10K | +117.0% | $12.95M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Marshall Wace ✦ | 250.58K | Nuevo | $10.20M | 0.0% | New | 1 | SEC ↗ ×2 |
| 16 | Citadel Advisors ✦ | 213.35K | -76.8% | $8.69M | 0.0% | ▼ Trim | 6 | SEC ↗ ×2 |
| 17 | Fidelity (FMR) ✦ | 116.41K | +2.3% | $4.74M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 18 | Bridgewater Associates ✦ | 99.27K | +59.5% | $4.04M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 19 | T. Rowe Price ✦ | 42.49K | +2.9% | $1.73M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
«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
| Marshall Wace | $10.20M | 0.0% |
Posición cerrada
| Norges Bank | $18.23M | era 0.0% |
| Wellington Management | $2.15M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 349 tenedores, 44.33M acciones, $1.63B 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.