SPWH
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -6.7% ·
flujo de acciones +30.0% ·
nuevas posiciones netas -7.1%
— 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 32 | +5 | 8.64M | $11.49M | +8 | −3 |
| Q1 2026 | 27 | -5 | 11.99M | $16.91M | +1 | −6 |
| Q4 2025 | 32 | 0 | 14.23M | $20.78M | — | — |
| Q3 2025 | 14 | -1 | 14.58M | $40.39M | — | −1 |
| Q2 2025 | 12 | -1 | 8.96M | $30.92M | — | −1 |
| Q1 2025 | 10 | 0 | 3.82M | $3.79M | — | — |
| Q4 2024 | 10 | +2 | 4.79M | $12.78M | +2 | — |
| Q3 2024 | 7 | +1 | 2.36M | $6.41M | +1 | — |
| Q2 2024 | 6 | — | 2.26M | $5.45M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fidelity (FMR) ✦ | 5.72M | +187.6% | $15.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 2 | Fidelity (FMR) ✦ | 5.72M | +187.6% | $15.84M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 3 | The Vanguard Group ✦ (pasivo) | 1.77M | +2.7% | $4.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | The Vanguard Group ✦ (pasivo) | 1.77M | +2.7% | $4.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | The Vanguard Group ✦ (pasivo) | 1.77M | +2.7% | $4.90M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Arrowstreet Capital ✦ | 1.22M | +12.8% | $3.38M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 7 | Marshall Wace ✦ | 1.07M | -21.1% | $2.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 8 | Marshall Wace ✦ | 1.07M | -21.1% | $2.98M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 707.78K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 707.78K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 707.78K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 707.78K | — | $1.96M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | BlackRock ✦ (pasivo) | 699.05K | -0.7% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | BlackRock ✦ (pasivo) | 699.05K | -0.7% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 15 | BlackRock ✦ (pasivo) | 699.05K | -0.7% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | BlackRock ✦ (pasivo) | 699.05K | -0.7% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 607.30K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Morgan Stanley ✦ | 607.30K | — | $1.68M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Two Sigma Investments ✦ | 587.67K | +7.4% | $1.63M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | GAMCO Investors ✦ | 546.00K | +0.9% | $1.51M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 21 | Renaissance Technologies ✦ | 488.07K | +842.2% | $1.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 22 | Geode Capital Management ✦ (pasivo) | 428.21K | 0.0% | $1.19M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 23 | Geode Capital Management ✦ (pasivo) | 428.21K | 0.0% | $1.19M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 332.80K | +299.7% | $921,859 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 25 | Citadel Advisors ✦ | 332.80K | +299.7% | $921,859 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 225.24K | — | $623,901 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Goldman Sachs Group ✦ | 225.24K | — | $623,901 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | State Street Global Advisors ✦ (pasivo) | 178.79K | 0.0% | $495,237 | 0.0% | Held | 4 | 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
| D. E. Shaw & Co. | $942,906 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 62 tenedores, 23.03M acciones, $32.31M 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.