SEE
Sealed Air Corporation · Consumer Cyclical · Packaging & Containers
Señales de momentum (gestores comparables):
amplitud de titulares -5.3% ·
flujo de acciones +9.5% ·
nuevas posiciones netas -11.1%
— 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 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q1 2026 | 116 | +1 | 98.02M | $4.12B | +7 | −7 |
| Q4 2025 | 115 | +2 | 107.72M | $4.46B | +4 | −1 |
| Q3 2025 | 18 | -1 | 73.89M | $2.61B | +1 | −3 |
| Q2 2025 | 17 | +1 | 66.17M | $2.05B | +2 | −1 |
| Q1 2025 | 13 | -2 | 18.79M | $543.05M | +1 | −3 |
| Q4 2024 | 15 | -3 | 18.73M | $633.70M | — | −3 |
| Q3 2024 | 17 | +1 | 16.41M | $595.63M | +2 | −1 |
| Q2 2024 | 16 | — | 16.05M | $558.56M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 28.90M | +0.4% | $1.02B | 0.0% | ▲ Add | 2 | SEC ↗ ×18 |
| 2 | The Vanguard Group ✦ (pasivo) | 18.28M | -1.7% | $646.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 3 | Millennium Management ✦ | 6.19M | +139.5% | $218.88M | 0.2% | ▲ Add | 6 | SEC ↗ |
| 4 | Harris Associates (Oakmark) ✦ | 5.30M | -0.7% | $187.53M | 0.3% | ▼ Trim | 6 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 5.10M | +1.6% | $180.17M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 3.28M | +2882.3% | $115.91M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 7 | Geode Capital Management ✦ (pasivo) | 2.53M | +3.3% | $89.63M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 1.85M | — | $65.51M | 0.0% | n/c | 1 | SEC ↗ ×11 |
| 9 | AQR Capital Management ✦ | 532.52K | +47.8% | $18.82M | 0.0% | ▲ Add | 6 | SEC ↗ ×5 |
| 10 | Tweedy, Browne ✦ | 509.58K | -1.3% | $18.01M | 1.6% | ▼ Trim | 6 | SEC ↗ |
| 11 | Goldman Sachs Group ✦ | 381.39K | — | $13.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | JPMorgan Chase ✦ | 301.08K | — | $10.64M | 0.0% | n/c | 1 | SEC ↗ ×12 |
| 13 | Renaissance Technologies ✦ | 277.10K | -48.3% | $9.80M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 14 | Gotham Asset Management ✦ | 269.43K | +16.1% | $9.52M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 15 | Bridgewater Associates ✦ | 110.18K | Nuevo | $3.89M | 0.0% | New | 1 | SEC ↗ |
| 16 | Fidelity (FMR) ✦ | 36.01K | -50.2% | $1.27M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 17 | D. E. Shaw & Co. ✦ | 29.31K | +13.1% | $1.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Marshall Wace ✦ | 13.38K | -69.6% | $473,160 | 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
| Bridgewater Associates | $3.89M | 0.0% |
Posición cerrada
| Norges Bank | $37.43M | era 0.0% |
| Citadel Advisors | $8.04M | era 0.0% |
| Two Sigma Investments | $918,333 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 414 tenedores, 150.82M acciones, $5.99B 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.