SENDAS DISTRIBUIDORA S A ASAIY
SPON ADS · ADR · CUSIP 81689T104
- SectorConsumer staples
- IndustryRetail-Grocery Stores
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $15.38. Options: 2 managers hold calls ($87.8k notional), 2 hold puts ($87.8k).
Trends to Q1 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 62 |
| Q4 2022 | 71 |
| Q1 2023 | 83 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 39 | 29 |
| Q1 2023 | 44 | 35 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $0 | $0 | — |
| Q4 2022 | $378.2k | $18.3k | 0.05 |
| Q1 2023 | $87.8k | $87.8k | 1.00 |
Biggest buyers
| Orbis Allan Gray Ltd | Added | +3.2m |
| Coronation Fund Managers Ltd. | Added | +2.0m |
| MILLENNIUM MANAGEMENT LLC | New | +412.5k |
| RENAISSANCE TECHNOLOGIES LLC | Added | +229.5k |
| Fiera Capital Corp | New | +165.2k |
| Qube Research & Technologies Ltd | Added | +155.5k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +85.4k |
| BRANDES INVESTMENT PARTNERS, LP | New | +59.8k |
| O'Brien Greene & Co. Inc | New | +59.0k |
| DIMENSIONAL FUND ADVISORS LP | Added | +51.0k |
Biggest sellers
| BANK OF AMERICA CORP /DE/ | Reduced | -126.4k |
| Banco BTG Pactual S.A. | Sold out | -111.8k |
| Soapstone Management L.P. | Reduced | -79.5k |
| Amundi | Reduced | -66.2k |
| SPX Gestao de Recursos Ltda | Sold out | -64.4k |
| Cubist Systematic Strategies, LLC | Reduced | -58.3k |
| RAYMOND JAMES & ASSOCIATES | Reduced | -43.5k |
| MORGAN STANLEY | Reduced | -41.9k |
| Lester Murray Antman dba SimplyRich | Sold out | -30.6k |
| JPMORGAN CHASE & CO | Reduced | -30.0k |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $87.8k5.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $87.8k5.7k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| ORBIS INVESTMENT MANAGEMENT LTD 13G · institution filed 2025-02-14 | 11.6% |
Insider purchases and sales in Q1 2023
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q1 2023.
Holders, Q1 2023
| Manager | Shares | Change |
|---|---|---|
| Coronation Fund Managers Ltd. 2.63% of their portfolio | 6.4m $98.9m | Added +2.0m |
| Orbis Allan Gray Ltd 0.48% of their portfolio | 4.0m $61.1m | Added +3.2m |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.0m $15.9m | Added +27.0k |
| Soapstone Management L.P. 5.52% of their portfolio | 803.0k $12.4m | Reduced -79.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.01% of their portfolio | 532.5k $8.2m | Added +229.5k |
| RENAISSANCE GROUP LLC 0.34% of their portfolio | 480.3k $7.4m | Reduced -14.9k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 412.5k $6.4m | New |
| Amundi 0.00% of their portfolio | 375.8k $5.2m | Reduced -66.2k |
| UBS Group AG 0.00% of their portfolio | 365.9k $5.6m | Added +23.8k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 358.3k $5.5m | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 272.7k $4.2m | Reduced -8.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 247.8k $3.8m | Added +51.0k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 244.7k $3.8m | Added +48.0k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 241.1k $3.7m | Added +155.5k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 168.1k $2.6m | Unchanged |
| Fiera Capital Corp 0.01% of their portfolio | 165.2k $2.5m | New |
| Ruane, Cunniff & Goldfarb L.P. 0.04% of their portfolio | 140.7k $2.2m | Added +39.6k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 109.8k $1.7m | Added +44.8k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 105.9k $1.3m | Added +85.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 89.6k $1.4m | Reduced -126.4k |
| MORGAN STANLEY 0.00% of their portfolio | 88.3k $1.4m | Reduced -41.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 81.1k $1.2m | Added +8.8k |
| BARINGS LLC 0.04% of their portfolio | 74.1k $1.2m | Added +34.1k |
| BRANDES INVESTMENT PARTNERS, LP 0.02% of their portfolio | 59.8k $921.4k | New |
| O'Brien Greene & Co. Inc 0.34% of their portfolio | 59.0k $909.0k | New |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 51.5k $793.4k | Added +1.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 50.5k $777.9k | Added +31.3k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 44.4k $684.0k | New |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 41.7k $642.2k | Unchanged |
| THORNBURG INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 41.7k $642.0k | New |
| Trexquant Investment LP 0.01% of their portfolio | 34.6k $532.2k | New |
| Cubist Systematic Strategies, LLC 0.00% of their portfolio | 33.9k $521.3k | Reduced -58.3k |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 25.8k $397.0k | Unchanged |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 21.5k $330.7k | Added +4.9k |
| Portland Hill Asset Management Ltd 0.66% of their portfolio | 21.3k $283.0k | Unchanged |
| Optiver Holding B.V. 0.01% of their portfolio | 19.8k $305.0k | New |
| Harbour Capital Advisors, LLC 0.09% of their portfolio | 19.3k $295.9k | Added +4.1k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 19.1k $293.7k | New |
| CW Advisors, LLC 0.01% of their portfolio | 18.1k $278.1k | New |
| Daiwa Securities Group Inc. 0.00% of their portfolio | 18.0k $277.0k | Reduced -2.0k |
| Boston Common Asset Management, LLC 0.01% of their portfolio | 18.0k $277.0k | New |
| PATHSTONE FAMILY OFFICE, LLC 0.00% of their portfolio | 18.0k $276.7k | New |
| NORTHERN TRUST CORP 0.00% of their portfolio | 16.2k $249.6k | Added +275 |
| CIBC WORLD MARKET INC. 0.00% of their portfolio | 15.6k $240.0k | Unchanged |
| CITIGROUP INC 0.00% of their portfolio | 15.1k $232.7k | Added +702 |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 14.8k $227.7k | Reduced -43.5k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 13.1k $201.9k | New |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 12.2k $187.2k | Reduced -258 |
| Systematic Alpha Investments, LLC 0.01% of their portfolio | 12.0k $184.8k | Unchanged |
| Squarepoint Ops LLC 0.00% of their portfolio | 11.9k $183.8k | New |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.00% of their portfolio | 11.5k $177.2k | Unchanged |
| ATLAS CAPITAL ADVISORS INC. 0.03% of their portfolio | 11.1k $170.8k | Reduced -17.4k |
| HBK Sorce Advisory LLC 0.01% of their portfolio | 10.6k $163.7k | New |
| Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio | 10.4k $159.9k | Reduced -216 |
| FinTrust Capital Advisors, LLC 0.04% of their portfolio | 10.0k $154.0k | Reduced -7.5k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 5.9k $91.0k | Added +5.4k |
| US BANCORP \DE\ 0.00% of their portfolio | 5.8k $89.9k | Reduced -624 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 4.6k $70.0k | Reduced -30.0k |
| FMR LLC 0.00% of their portfolio | 3.5k $53.5k | Reduced -240 |
| Eagle Bay Advisors LLC 0.01% of their portfolio | 1.4k $21.6k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 780 $12.0k | Reduced -333 |
| QUADRANT CAPITAL GROUP LLC 0.00% of their portfolio | 773 $11.9k | Reduced -1.5k |
| TUCKER ASSET MANAGEMENT LLC 0.00% of their portfolio | 750 $11.6k | New |
| Park Place Capital Corp 0.00% of their portfolio | 698 $10.7k | Reduced -191 |
| Lindbrook Capital, LLC 0.00% of their portfolio | 365 $5.6k | Added +110 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 312 $4.8k | New |
| SIGNATUREFD, LLC 0.00% of their portfolio | 286 $4.4k | Reduced -94 |
| Itau Unibanco Holding S.A. 0.00% of their portfolio | 210 $3.2k | New |
| Parallel Advisors, LLC 0.00% of their portfolio | 181 $2.8k | Reduced -59 |
| IFP Advisors, Inc 0.00% of their portfolio | 150 $1.9k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 100 $1.6k | Reduced -4.8k |
| Quent Capital, LLC 0.00% of their portfolio | 96 $1.5k | Unchanged |
| Global Retirement Partners, LLC 0.00% of their portfolio | 55 $635 | Reduced -28 |
| Blue Trust, Inc. 0.00% of their portfolio | 54 $1.0k | Unchanged |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.00% of their portfolio | 50 $770 | New |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 39 $601 | Unchanged |
| MONTAG A & ASSOCIATES INC 0.00% of their portfolio | 33 $509 | New |
| UMB Bank, n.a. 0.00% of their portfolio | 32 $493 | Unchanged |
| Syverson Strege & Co 0.00% of their portfolio | 26 $400 | New |
| CWM, LLC 0.00% of their portfolio | 16 $0 | New |
| Corus Family Wealth Advisors 0.00% of their portfolio | 13 $201 | Reduced -3 |
| True Wealth Design, LLC 0.00% of their portfolio | 3 $47 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |