VIV
Telefônica Brasil S.A. · Communication Services · Telecommunications Services
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +16.9% · nuevas posiciones netas 0.0% — fórmula
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q2 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 78 | +4 | 50.58M | $665.70M | +9 | −5 |
| Q1 2026 | 75 | 0 | 55.06M | $875.72M | +6 | −6 |
| Q4 2025 | 75 | +1 | 53.60M | $635.77M | +1 | — |
| Q3 2025 | 15 | 0 | 17.76M | $226.54M | — | — |
| Q2 2025 | 12 | 0 | 16.79M | $191.44M | — | — |
| Q1 2025 | 9 | -1 | 7.62M | $66.63M | — | −1 |
| Q4 2024 | 10 | +1 | 7.12M | $53.79M | +1 | — |
| Q3 2024 | 8 | 0 | 5.47M | $35.53M | — | — |
| Q2 2024 | 8 | — | 3.99M | $32.78M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Arrowstreet Capital ✦ | 5.75M | +54.8% | $65.60M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (pasivo) | 5.75M | — | $65.55M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | BlackRock ✦ (pasivo) | 5.75M | — | $65.55M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | BlackRock ✦ (pasivo) | 5.75M | — | $65.55M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | BlackRock ✦ (pasivo) | 5.75M | — | $65.55M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | BlackRock ✦ (pasivo) | 5.75M | — | $65.55M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | BlackRock ✦ (pasivo) | 5.75M | — | $65.55M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Renaissance Technologies ✦ | 1.94M | -8.7% | $22.07M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 9 | Two Sigma Investments ✦ | 1.37M | +120.6% | $15.57M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | The Vanguard Group ✦ (pasivo) | 976.90K | — | $11.14M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | The Vanguard Group ✦ (pasivo) | 976.90K | — | $11.14M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Wellington Management ✦ | 390.70K | -0.9% | $4.45M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 13 | Wellington Management ✦ | 390.70K | -0.9% | $4.45M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | State Street Global Advisors ✦ (pasivo) | 210.22K | -35.4% | $2.47M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Citadel Advisors ✦ | 162.18K | -15.8% | $1.85M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 16 | Point72 Asset Management ✦ | 131.80K | +53.3% | $1.50M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 17 | Millennium Management ✦ | 67.91K | -48.4% | $774,208 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 34.23K | -9.7% | $390,233 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 34.23K | -9.7% | $390,233 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Fidelity (FMR) ✦ | 6.86K | — | $78,238 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Fidelity (FMR) ✦ | 6.86K | — | $78,238 | 0.0% | n/c | 1 | 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
| Sin salidas rastreadas este trimestre. |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 225 tenedores, 65.21M acciones, $1.02B 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.