PVH
PVH Corp. · Consumer Cyclical · Apparel - Manufacturers
Señales de momentum (gestores comparables):
amplitud de titulares -20.0% ·
flujo de acciones +6.0% ·
nuevas posiciones netas -20.0%
— 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 Q3 2024
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 114 | -5 | 34.49M | $2.56B | +5 | −10 |
| Q1 2026 | 122 | +6 | 32.23M | $2.26B | +12 | −6 |
| Q4 2025 | 116 | +2 | 34.28M | $2.30B | +2 | — |
| Q3 2025 | 18 | -1 | 23.03M | $1.93B | — | −1 |
| Q2 2025 | 16 | +2 | 21.80M | $1.50B | +2 | — |
| Q1 2025 | 11 | 0 | 6.41M | $414.17M | +1 | −1 |
| Q4 2024 | 11 | -2 | 5.44M | $575.50M | — | −2 |
| Q3 2024 | 12 | -3 | 3.95M | $398.43M | — | −3 |
| Q2 2024 | 15 | — | 3.73M | $394.92M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Geode Capital Management ✦ (pasivo) | 960.99K | -0.4% | $96.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 2 | Geode Capital Management ✦ (pasivo) | 960.99K | -0.4% | $96.92M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Citadel Advisors ✦ | 879.13K | +8380.9% | $88.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 4 | Citadel Advisors ✦ | 879.13K | +8380.9% | $88.64M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 5 | Arrowstreet Capital ✦ | 850.65K | -22.8% | $85.77M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 6 | Wellington Management ✦ | 357.31K | +26.9% | $36.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 357.31K | +26.9% | $36.03M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 8 | D. E. Shaw & Co. ✦ | 269.03K | +44.5% | $27.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 9 | D. E. Shaw & Co. ✦ | 269.03K | +44.5% | $27.13M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 10 | AQR Capital Management ✦ | 247.78K | +6.8% | $24.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | AQR Capital Management ✦ | 247.78K | +6.8% | $24.80M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 12 | Bridgewater Associates ✦ | 157.25K | +86.7% | $15.86M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 13 | Renaissance Technologies ✦ | 127.47K | +92.9% | $12.85M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 54.64K | +21.8% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 54.64K | +21.8% | $5.51M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Gotham Asset Management ✦ | 27.21K | +19.5% | $2.74M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Two Sigma Investments ✦ | 19.10K | -44.8% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 18 | Millennium Management ✦ | 2.45K | -97.9% | $246,630 | 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
| Point72 Asset Management | $30.61M | era 0.1% |
| Fisher Asset Management | $18.65M | era 0.0% |
| Marshall Wace | $12.53M | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 377 tenedores, 50.25M acciones, $3.33B 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.