YSG
nombre pendiente de incorporación al perfil
Señales de momentum (gestores comparables):
amplitud de titulares -3.7% ·
flujo de acciones +1.8% ·
nuevas posiciones netas -3.8%
· fórmula
Acumulación concentrada: acciones en aumento entre menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q4 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 26 | -1 | 5.90M | $18.72M | +4 | −5 |
| Q1 2026 | 28 | +2 | 7.69M | $23.68M | +4 | −2 |
| Q4 2025 | 26 | -1 | 8.79M | $34.19M | n/a | −1 |
| Q3 2025 | 11 | +1 | 5.54M | $50.18M | +2 | −1 |
| Q2 2025 | 7 | +1 | 1.28M | $12.35M | +1 | n/a |
| Q1 2025 | 6 | 0 | 887.81K | $4.27M | +1 | −1 |
| Q4 2024 | 6 | +2 | 951.66K | $3.79M | +2 | n/a |
| Q3 2024 | 3 | -1 | 873.44K | $2.98M | n/a | −1 |
| Q2 2024 | 4 | n/a | 998.89K | $2.66M | n/a | n/a |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 3.54M | +0.1% | $13.78M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 2 | Bank Of America Corp /De/ | 1.67M | n/a | $6.49M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 3 | Renaissance Technologies ✦ | 518.31K | -4.1% | $2.02M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 4 | Point72 Asset Management ✦ | 489.51K | +145.4% | $1.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | Goldman Sachs Group ✦ | 443.36K | -2.3% | $1.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 6 | Connor, Clark & Lunn Investment… | 421.58K | n/a | $1.64M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | Barclays Plc | 277.88K | n/a | $1.08M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Hsbc Holdings Plc | 191.42K | n/a | $754,202 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Citadel Advisors ✦ | 189.82K | +86.2% | $738,400 | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 10 | Arrowstreet Capital ✦ | 179.13K | -67.2% | $696,804 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 11 | Citigroup Inc | 152.53K | n/a | $593,357 | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Millennium Management ✦ | 132.04K | +303.6% | $513,632 | 0.0% | ▲ Add | 7 | SEC ↗ |
| 13 | State Street Global Advisors ✦ (pasivo) | 116.08K | +6.1% | $451,540 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | Qube Research & Technologies Ltd | 90.51K | n/a | $352,076 | 0.0% | n/c | 1 | SEC ↗ |
| 15 | UBS Group AG | 86.88K | n/a | $337,963 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 16 | Jane Street Group, Llc | 72.33K | n/a | $281,352 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | Invesco Ltd. | 52.96K | n/a | $206,003 | 0.0% | n/c | 1 | SEC ↗ |
| 18 | BlackRock ✦ (pasivo) | 47.19K | +1200.8% | $183,581 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 19 | Two Sigma Investments ✦ | 34.15K | +171.8% | $132,844 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 28.82K | n/a | $112,110 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Cwm, Llc | 25.14K | n/a | $98,000 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Squarepoint Ops LLC | 17.75K | n/a | $69,055 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | New York State Common Retirement… | 7.05K | n/a | $27,417 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Rhumbline Advisers | 2.72K | n/a | $10,577 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Royal Bank Of Canada | 599 | n/a | $2,000 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Osaic Holdings, Inc. | 81 | n/a | $315 | 0.0% | n/c | 1 | 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
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| JPMorgan Chase | $11,416 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 47 tenedores, 14.39M acciones, $44.06M 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.