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 ($208.5k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $12.16. Options: 3 managers hold calls ($46.8k notional), 2 hold puts ($60.9k).
Trends to Q3 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 62 |
| Q4 2022 | 71 |
| Q1 2023 | 83 |
| Q2 2023 | 80 |
| Q3 2023 | 84 |
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 |
| Q2 2023 | 46 | 35 |
| Q3 2023 | 41 | 33 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2022 | $378.2k | $18.3k | 0.05 |
| Q1 2023 | $87.8k | $87.8k | 1.00 |
| Q2 2023 | $0 | $0 | — |
| Q3 2023 | $46.8k | $60.9k | 1.30 |
Biggest buyers
| ANTIPODES PARTNERS Ltd | New | +974.5k |
| Coronation Fund Managers Ltd. | Added | +527.9k |
| MORGAN STANLEY | Added | +376.2k |
| GOLDMAN SACHS GROUP INC | Added | +73.5k |
| FEDERATED HERMES, INC. | New | +41.7k |
| RENAISSANCE GROUP LLC | Added | +30.8k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +26.9k |
| AMERICAN CENTURY COMPANIES INC | Added | +23.2k |
| SEI INVESTMENTS CO | Added | +17.8k |
| Corient Private Wealth LP | New | +15.6k |
Biggest sellers
| Fiera Capital Corp | Sold out | -164.2k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -149.7k |
| JANE STREET GROUP, LLC | Reduced | -87.0k |
| O'Brien Greene & Co. Inc | Reduced | -45.0k |
| FEDERATED HERMES, INC. | Sold out | -41.7k |
| Banco BTG Pactual S.A. | Reduced | -34.6k |
| TCW GROUP INC | Sold out | -20.3k |
| CIBC WORLD MARKET INC. | Sold out | -15.6k |
| Centiva Capital, LP | Sold out | -13.8k |
| Vident Investment Advisory, LLC | Sold out | -11.3k |
Biggest calls
| CITADEL ADVISORS LLC | New | $43.8k3.6k shares |
| SIMPLEX TRADING, LLC | New | $3.0k300 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $60.9k5.0k 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 Q3 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 Q3 2023.
Holders, Q3 2023
| Manager | Shares | Change |
|---|---|---|
| Coronation Fund Managers Ltd. 2.99% of their portfolio | 8.2m $99.5m | Added +527.9k |
| Orbis Allan Gray Ltd 0.56% of their portfolio | 6.4m $77.8m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.1m $12.9m | Unchanged |
| ANTIPODES PARTNERS Ltd 0.38% of their portfolio | 974.5k $11.8m | New |
| Soapstone Management L.P. 4.52% of their portfolio | 803.0k $9.8m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 642.8k $7.8m | Added +376.2k |
| RENAISSANCE GROUP LLC 0.28% of their portfolio | 505.6k $6.1m | Added +30.8k |
| BlackRock Inc. 0.00% of their portfolio | 453.9k $5.5m | Reduced -5.1k |
| Amundi 0.00% of their portfolio | 389.9k $4.5m | Added +12.8k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 358.3k $4.4m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 309.8k $3.8m | Reduced -4.0k |
| BARINGS LLC 0.11% of their portfolio | 265.9k $3.2m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 265.9k $3.2m | Added +23.2k |
| BTG Pactual Global Asset Management Ltd 1.44% of their portfolio | 206.9k $2.5m | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 185.9k $2.3m | Added +17.8k |
| SENTINEL TRUST CO LBA 0.28% of their portfolio | 163.0k $2.0m | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. 0.03% of their portfolio | 145.7k $1.8m | Added +6.4k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 129.1k $1.6m | Reduced -3.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 110.1k $1.3m | Added +26.9k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 106.9k $1.3m | Added +73.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 86.4k $1.1m | Added +3.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 82.2k $1.0m | Reduced -9.4k |
| BRANDES INVESTMENT PARTNERS, LP 0.02% of their portfolio | 71.9k $875.8k | Reduced -264 |
| THORNBURG INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 69.1k $810.0k | Added +1.6k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 50.4k $613.6k | Unchanged |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 41.7k $507.9k | New |
| Optiver Holding B.V. 0.01% of their portfolio | 33.7k $410.6k | Reduced -570 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 32.2k $391.7k | Reduced -87.0k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.00% of their portfolio | 31.1k $379.2k | Reduced -6.3k |
| CW Advisors, LLC 0.01% of their portfolio | 29.0k $352.7k | Reduced -14 |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 25.8k $314.0k | Unchanged |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 24.6k $299.7k | Added +1.9k |
| CITIGROUP INC 0.00% of their portfolio | 24.2k $295.0k | Added +7.2k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 22.5k $274.1k | Reduced -85 |
| Banco BTG Pactual S.A. 0.10% of their portfolio | 20.4k $248.0k | Reduced -34.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 19.7k $240.2k | Added +2.2k |
| Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio | 19.6k $238.2k | Added +4.0k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 18.6k $226.0k | Reduced -1.9k |
| Boston Common Asset Management, LLC 0.01% of their portfolio | 18.0k $219.0k | Unchanged |
| PATHSTONE FAMILY OFFICE, LLC 0.00% of their portfolio | 18.0k $218.8k | Unchanged |
| Portland Hill Asset Management Ltd 0.55% of their portfolio | 17.7k $215.0k | Reduced -1.5k |
| Corient Private Wealth LP 0.00% of their portfolio | 15.6k $190.4k | New |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 14.2k $172.3k | New |
| O'Brien Greene & Co. Inc 0.06% of their portfolio | 14.0k $170.5k | Reduced -45.0k |
| Vestmark Advisory Solutions, Inc. 0.01% of their portfolio | 13.8k $167.5k | Reduced -802 |
| NewEdge Wealth, LLC 0.01% of their portfolio | 13.8k $167.5k | Reduced -802 |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 13.7k $166.7k | New |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 12.0k $146.3k | Reduced -15 |
| Sequoia Financial Advisors, LLC 0.00% of their portfolio | 11.3k $138.2k | New |
| HBK Sorce Advisory LLC 0.01% of their portfolio | 11.0k $133.6k | New |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 10.9k $133.0k | Reduced -1.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 10.8k $131.6k | New |
| Creative Planning 0.00% of their portfolio | 10.5k $127.8k | New |
| QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio | 10.5k $127.3k | Added +3.1k |
| Vident Advisory, LLC 0.00% of their portfolio | 10.1k $123.4k | First filing |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 5.8k $70.2k | Added +1.5k |
| SIGNATUREFD, LLC 0.00% of their portfolio | 5.3k $64.9k | Added +1.7k |
| US BANCORP \DE\ 0.00% of their portfolio | 5.2k $63.2k | Reduced -272 |
| UBS Group AG 0.00% of their portfolio | 4.6k $56.1k | Added +768 |
| Quantbot Technologies LP 0.00% of their portfolio | 4.2k $51.5k | New |
| Blue Trust, Inc. 0.00% of their portfolio | 2.9k $41.0k | New |
| Parallel Advisors, LLC 0.00% of their portfolio | 2.4k $29.0k | Added +1.3k |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 2.0k $24.8k | Reduced -155 |
| FMR LLC 0.00% of their portfolio | 2.0k $24.1k | Added +19 |
| ATLAS CAPITAL ADVISORS INC. 0.00% of their portfolio | 1.8k $21.6k | Unchanged |
| Lindbrook Capital, LLC 0.00% of their portfolio | 1.5k $18.6k | Added +340 |
| CWM, LLC 0.00% of their portfolio | 1.5k $18.0k | Added +519 |
| Eagle Bay Advisors LLC 0.01% of their portfolio | 1.4k $17.1k | Unchanged |
| Park Place Capital Corp 0.00% of their portfolio | 698 $8.5k | Unchanged |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 540 $6.6k | Added +144 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 532 $6.5k | Reduced -9.0k |
| Glassman Wealth Services 0.00% of their portfolio | 436 $5.3k | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 181 $2.2k | Added +80 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 165 $2.0k | Reduced -405 |
| Allworth Financial LP 0.00% of their portfolio | 134 $1.6k | Added +69 |
| MONTAG A & ASSOCIATES INC 0.00% of their portfolio | 99 $1.2k | Unchanged |
| First Horizon Advisors, Inc. 0.00% of their portfolio | 85 $1.0k | New |
| Global Retirement Partners, LLC 0.00% of their portfolio | 55 $625 | Unchanged |
| Bell Investment Advisors, Inc 0.00% of their portfolio | 39 $476 | New |
| UMB Bank, n.a. 0.00% of their portfolio | 32 $390 | Unchanged |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 31 $378 | Added +12 |
| Abound Wealth Management 0.00% of their portfolio | 26 $317 | Unchanged |
| True Wealth Design, LLC 0.00% of their portfolio | 3 $37 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |