TIMB
TIM S.A. · Communication Services · Telecommunications Services
Données momentum (gérants comparables) :
étendue des détenteurs +8.3% ·
flux d'actions +9.6% ·
nouvelles positions nettes +7.7%
— formule
Accumulation large — hausse des parts chez un plus grand nombre de détenteurs
Toutes les données de détention : gérants 13F suivis uniquement, positions en actions ordinaires, période de référence Q3 2025
| Trimestre | Détenteurs | Δ | Actions | Valeur déclarée | Nouveau | Sorties |
|---|---|---|---|---|---|---|
| Q2 2026 | 69 | +7 | 17.96M | $393.17M | +8 | −1 |
| Q1 2026 | 63 | +7 | 18.94M | $491.18M | +11 | −4 |
| Q4 2025 | 55 | +1 | 15.76M | $307.26M | +1 | — |
| Q3 2025 | 13 | +1 | 7.73M | $172.88M | +1 | — |
| Q2 2025 | 9 | -2 | 5.92M | $119.40M | — | −2 |
| Q1 2025 | 8 | 0 | 4.63M | $72.55M | +1 | −1 |
| Q4 2024 | 8 | -2 | 4.63M | $54.62M | — | −2 |
| Q3 2024 | 9 | +1 | 3.59M | $36.80M | +1 | — |
| Q2 2024 | 8 | — | 3.73M | $53.39M | — | — |
| # | Gérant | Actions | Δ actions | Valeur | Leur poids | Détenu | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Arrowstreet Capital ✦ | 1.98M | -0.4% | $44.24M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 2 | Renaissance Technologies ✦ | 1.77M | +5.0% | $39.41M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 3 | BlackRock ✦ (passif) | 1.11M | +13.9% | $24.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | BlackRock ✦ (passif) | 1.11M | +13.9% | $24.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | BlackRock ✦ (passif) | 1.11M | +13.9% | $24.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | BlackRock ✦ (passif) | 1.11M | +13.9% | $24.81M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 897.44K | — | $20.03M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 897.44K | — | $20.03M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 897.44K | — | $20.03M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 897.44K | — | $20.03M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 897.44K | — | $20.03M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 897.44K | — | $20.03M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 897.44K | — | $20.03M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 897.44K | — | $20.03M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 897.44K | — | $20.03M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 897.44K | — | $20.03M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 897.44K | — | $20.03M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 897.44K | — | $20.03M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | State Street Global Advisors ✦ (passif) | 624.48K | +3.8% | $14.25M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 20 | The Vanguard Group ✦ (passif) | 543.54K | -0.3% | $12.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | The Vanguard Group ✦ (passif) | 543.54K | -0.3% | $12.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 22 | The Vanguard Group ✦ (passif) | 543.54K | -0.3% | $12.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Citadel Advisors ✦ | 370.98K | +878.4% | $8.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Citadel Advisors ✦ | 370.98K | +878.4% | $8.28M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 179.53K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 179.53K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 179.53K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Morgan Stanley ✦ | 179.53K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Morgan Stanley ✦ | 179.53K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Morgan Stanley ✦ | 179.53K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Morgan Stanley ✦ | 179.53K | — | $4.01M | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Point72 Asset Management ✦ | 143.70K | Nouveau | $3.21M | 0.0% | New | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 63.63K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Goldman Sachs Group ✦ | 63.63K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 26.81K | -40.3% | $598,399 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 36 | Millennium Management ✦ | 18.79K | -48.5% | $419,370 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 37 | Fidelity (FMR) ✦ | 3.59K | +20.0% | $80,102 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 3.59K | +20.0% | $80,102 | 0.0% | ▲ Add | 2 | SEC ↗ |
« Leur pondération » = la part de la position dans la valeur des actions 13F déclarées de ce gérant — la mesure de conviction. ✦ = gérant sélectionné.
Nouveaux acheteurs
| Point72 Asset Management | $3.21M | 0.0% |
Sorti(e)
| Aucune sortie suivie ce trimestre. |
Contexte marché global: parmi TOUS les déposants 13F (données structurées SEC, Q1 2026): 162 détenteurs, 20.96M actions, $541.94M déclaré. Il s'agit d'une période différente et plus ancienne que les chiffres de l'univers suivi ci-dessus ; les deux ne sont jamais mélangés.
Ce que les détenteurs suivis de ce titre détiennent le plus souvent par ailleurs — nombre de détentions partagées, sans relation fondamentale sous-jacente.