WCC
WESCO International, Inc. · Industrials · Industrial - Distribution
Señales de momentum (gestores comparables): amplitud de titulares 0.0% · flujo de acciones +7.1% · nuevas posiciones netas -4.8% · fórmula
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 | 132 | +9 | 36.41M | $12.57B | +11 | −4 |
| Q1 2026 | 128 | -6 | 38.07M | $10.41B | +2 | −9 |
| Q4 2025 | 133 | -2 | 38.70M | $9.47B | +2 | −3 |
| Q3 2025 | 21 | 0 | 21.49M | $4.54B | +2 | −3 |
| Q2 2025 | 19 | 0 | 18.75M | $3.47B | +1 | −1 |
| Q1 2025 | 16 | 0 | 8.86M | $1.37B | n/a | n/a |
| Q4 2024 | 16 | -1 | 8.84M | $1.60B | +1 | −2 |
| Q3 2024 | 16 | 0 | 4.98M | $836.50M | +2 | −2 |
| Q2 2024 | 16 | n/a | 4.47M | $709.04M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 5.97M | +23.2% | $1.26B | 0.0% | ▲ Add | 2 | SEC ↗ ×18 |
| 2 | The Vanguard Group ✦ (pasivo) | 4.61M | +4.6% | $975.51M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 3 | Wellington Management ✦ | 3.39M | +69.0% | $716.23M | 0.1% | ▲ Add | 4 | SEC ↗ ×9 |
| 4 | Baupost Group ✦ | 1.50M | -31.9% | $317.92M | 6.7% | ▼ Trim | 6 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (pasivo) | 1.46M | +5.2% | $309.18M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.21M | n/a | $254.99M | 0.0% | n/c | 1 | SEC ↗ ×20 |
| 7 | Geode Capital Management ✦ (pasivo) | 849.50K | +8.4% | $179.70M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 8 | Morgan Stanley ✦ | 639.41K | n/a | $135.24M | 0.0% | n/c | 1 | SEC ↗ ×15 |
| 9 | Fidelity (FMR) ✦ | 589.08K | -40.5% | $124.59M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 10 | AQR Capital Management ✦ | 529.62K | +10.7% | $112.01M | 0.1% | ▲ Add | 6 | SEC ↗ ×5 |
| 11 | Adage Capital Partners ✦ | 273.26K | +241.6% | $57.80M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 12 | Point72 Asset Management ✦ | 150.83K | -38.2% | $31.90M | 0.1% | ▼ Trim | 6 | SEC ↗ |
| 13 | Goldman Sachs Group ✦ | 138.78K | n/a | $29.35M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Gotham Asset Management ✦ | 84.81K | +94.8% | $17.94M | 0.1% | ▲ Add | 6 | SEC ↗ |
| 15 | T. Rowe Price ✦ | 53.63K | +20.4% | $11.35M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 16 | Renaissance Technologies ✦ | 13.27K | -91.0% | $2.81M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | D. E. Shaw & Co. ✦ | 10.49K | +191.9% | $2.22M | 0.0% | ▲ Add | 6 | SEC ↗ ×2 |
| 18 | Millennium Management ✦ | 4.76K | -97.3% | $1.01M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 19 | Bridgewater Associates ✦ | 3.77K | Nuevo | $798,201 | 0.0% | New | 1 | SEC ↗ |
| 20 | Two Sigma Investments ✦ | 3.15K | Nuevo | $666,437 | 0.0% | New | 1 | SEC ↗ |
| 21 | Citadel Advisors ✦ | 1.96K | -98.8% | $413,906 | 0.0% | ▼ Trim | 6 | SEC ↗ |
"Their weight" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| Bridgewater Associates | $798,201 | 0.0% |
| Two Sigma Investments | $666,437 | 0.0% |
Posición cerrada
| Norges Bank | $125.12M | era 0.0% |
| Marshall Wace | $11.61M | era 0.0% |
| GAMCO Investors | $573,009 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 622 tenedores, 48.61M acciones, $12.60B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Officer · 1.48K acc. · $543,352
Officer · 360 acc. · $132,577
Officer · 1.56K acc. · $571,116
Director · 270 acc. · $99,482
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología