Vault-13

SENDAS DISTRIBUIDORA S A ASAIY

SPON ADS · ADR · CUSIP 81689T104

86 institutional holders +2 vs Q3 2023
24,096,77824.1m shares reported held*
$333.3mreported value*
10 new 29 added 29 reduced 10 sold out net bought ≈ $7.3m (+531.8k shares)

* 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 ($193.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $13.83. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q4 2023

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 62Q4 22: 71Q1 23: 83Q2 23: 80Q3 23: 84Q4 23: 8686Q3 22Q4 22Q1 23Q2 23Q3 23Q4 23
Numbers
QuarterHolders
Q3 202262
Q4 202271
Q1 202383
Q2 202380
Q3 202384
Q4 202386

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
50050Q4 22: 39 bought or addedQ4 22: 29 cut or sold outQ4 22Q1 23: 44 bought or addedQ1 23: 35 cut or sold outQ1 23Q2 23: 46 bought or addedQ2 23: 35 cut or sold outQ2 23Q3 23: 41 bought or addedQ3 23: 33 cut or sold outQ3 23Q4 23: 39 bought or addedQ4 23: 39 cut or sold outQ4 23
Numbers
QuarterBought or addedCut or sold out
Q4 20223929
Q1 20234435
Q2 20234635
Q3 20234133
Q4 20233939

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$25k$50k$75k$100kQ1 23 calls: $87.8kQ1 23 puts: $87.8kQ1 23P/C 1.00Q2 23 calls: $0Q2 23 puts: $0Q2 23P/C —Q3 23 calls: $46.8kQ3 23 puts: $60.9kQ3 23P/C 1.30Q4 23 calls: $0Q4 23 puts: $0Q4 23P/C —
Numbers
QuarterCallsPutsP/C
Q1 2023$87.8k$87.8k1.00
Q2 2023$0$0—
Q3 2023$46.8k$60.9k1.30
Q4 2023$0$0—

Biggest buyers

DIMENSIONAL FUND ADVISORS LP Added +611,223+611.2k
Orbis Allan Gray Ltd Added +397,213+397.2k
Amundi Added +346,348+346.3k
ANTIPODES PARTNERS Ltd Added +215,324+215.3k
MORGAN STANLEY Added +206,184+206.2k
BRANDES INVESTMENT PARTNERS, LP Added +105,073+105.1k
BARINGS LLC Added +46,818+46.8k
ROYAL LONDON ASSET MANAGEMENT LTD Added +30,450+30.4k
FEDERATED HERMES, INC. Added +26,290+26.3k
AMERICAN CENTURY COMPANIES INC Added +24,527+24.5k

Biggest sellers

Coronation Fund Managers Ltd. Reduced -1,290,233-1.3m
JANE STREET GROUP, LLC Sold out -32,163-32.2k
ENVESTNET ASSET MANAGEMENT INC Reduced -29,635-29.6k
CREDIT SUISSE AG/ Sold out -25,777-25.8k
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Reduced -25,436-25.4k
GOLDMAN SACHS GROUP INC Reduced -24,681-24.7k
Banco BTG Pactual S.A. Sold out -20,360-20.4k
Optiver Holding B.V. Reduced -15,612-15.6k
MILLENNIUM MANAGEMENT LLC Sold out -13,687-13.7k
HSBC HOLDINGS PLC Reduced -12,435-12.4k

Biggest calls

Biggest puts

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.

HolderStakeChangeShares Last filed
ORBIS INVESTMENT MANAGEMENT LTD 13G · institution filed 2025-02-14 11.6% 156.6m 2025-02-14

Insider purchases and sales in Q4 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 Q4 2023.

Holders, Q4 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Coronation Fund Managers Ltd. 2.65% of their portfolio Cape Town, T3 6,881,1956.9m $95.1m $95.1m 2.65% Reduced -1.3m -1,290,233
2 Orbis Allan Gray Ltd 0.59% of their portfolio HamiltoN, D0 6,783,3586.8m $93.7m $93.7m 0.59% Added +397.2k +397,213
3 ANTIPODES PARTNERS Ltd 0.51% of their portfolio ROYAL EXCHANGE, C3 1,189,8411.2m $16.4m $16.4m 0.51% Added +215.3k +215,324
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,061,6761.1m $14.7m $14.7m 0.00% Unchanged
5 Breakout Capital Partners, LP 9.79% of their portfolio NEW YORK, NY 965,775965.8k $13.3m $13.3m 9.79% First filing
6 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 921,044921.0k $12.7m $12.7m 0.00% Added +611.2k +611,223
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 849,014849.0k $11.7m $11.7m 0.00% Added +206.2k +206,184
8 Soapstone Management L.P. 6.07% of their portfolio BETHESDA, MD 802,968803.0k $11.1m $11.1m 6.07% Unchanged
9 Amundi 0.00% of their portfolio Paris, I0 736,219736.2k $10.4m $10.4m 0.00% Added +346.3k +346,348
10 RENAISSANCE GROUP LLC 0.29% of their portfolio Covington, KY 497,164497.2k $6.9m $6.9m 0.29% Reduced -8.5k -8,481
11 BlackRock Inc. 0.00% of their portfolio New York, NY 456,420456.4k $6.3m $6.3m 0.00% Added +2.5k +2,490
12 MACQUARIE GROUP LTD 0.01% of their portfolio Sydney, NSW 2000, C3 358,292358.3k $5.0m $5.0m 0.01% Unchanged
13 BARINGS LLC 0.14% of their portfolio CHARLOTTE, NC 312,759312.8k $4.3m $4.3m 0.14% Added +46.8k +46,818
14 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 290,448290.4k $4.0m $4.0m 0.00% Added +24.5k +24,527
15 BTG Pactual Global Asset Management Ltd 1.70% of their portfolio NEW YORK, NY 206,870206.9k $2.9m $2.9m 1.70% Unchanged
16 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 192,970193.0k $2.7m $2.7m 0.00% Added +7.0k +7,037
17 BRANDES INVESTMENT PARTNERS, LP 0.04% of their portfolio LA JOLLA, CA 176,981177.0k $2.4m $2.4m 0.04% Added +105.1k +105,073
18 SENTINEL TRUST CO LBA 0.30% of their portfolio HOUSTON, TX 163,000163.0k $2.3m $2.3m 0.30% Unchanged
19 Ruane, Cunniff & Goldfarb L.P. 0.03% of their portfolio New York, NY 139,514139.5k $1.9m $1.9m 0.03% Reduced -6.2k -6,191
20 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 116,643116.6k $1.6m $1.6m 0.00% Reduced -12.4k -12,435
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 87,48787.5k $1.2m $1.2m 0.00% Added +1.1k +1,114
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 82,56582.6k $1.1m $1.1m 0.00% Added +352 +352
23 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 82,17282.2k $1.1m $1.1m 0.00% Reduced -24.7k -24,681
24 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 80,48180.5k $1.1m $1.1m 0.00% Reduced -29.6k -29,635
25 FEDERATED HERMES, INC. 0.00% of their portfolio PITTSBURGH, PA 67,99068.0k $939.6k $939.6k 0.00% Added +26.3k +26,290
26 THORNBURG INVESTMENT MANAGEMENT INC 0.01% of their portfolio SANTA FE, NM 64,71964.7k $917.6k $917.6k 0.01% Reduced -4.4k -4,430
27 ROYAL LONDON ASSET MANAGEMENT LTD 0.00% of their portfolio UNITED KINGDOM, X0 61,59461.6k $851.2k $851.2k 0.00% Added +30.4k +30,450
28 Quantbot Technologies LP 0.02% of their portfolio NEW YORK, NY 25,49525.5k $352.3k $352.3k 0.02% Added +21.3k +21,266
29 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio Boston, MA 24,94324.9k $344.7k $344.7k 0.00% Reduced -25.4k -25,436
30 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 23,59323.6k $326.1k $326.1k 0.00% Reduced -1.0k -1,015
31 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 22,24122.2k $307.4k $307.4k 0.00% First filing
32 CW Advisors, LLC 0.01% of their portfolio BOSTON, MA 20,15920.2k $278.6k $278.6k 0.01% Reduced -8.8k -8,796
33 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 20,15120.2k $278.5k $278.5k 0.00% Added +429 +429
34 Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio Seattle, WA 19,22619.2k $265.7k $265.7k 0.01% Reduced -331 -331
35 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 18,68818.7k $258.3k $258.3k 0.00% Reduced -3.8k -3,815
36 Optiver Holding B.V. 0.01% of their portfolio AMSTERDAM, P7 18,09918.1k $250.1k $250.1k 0.01% Reduced -15.6k -15,612
37 Boston Common Asset Management, LLC 0.01% of their portfolio BOSTON, MA 17,96618.0k $248.0k $248.0k 0.01% Unchanged
38 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 17,86717.9k $246.9k $246.9k 0.00% Added +7.4k +7,378
39 Portland Hill Asset Management Ltd 0.61% of their portfolio LONDON, X0 17,74217.7k $235.0k $235.0k 0.61% Unchanged
40 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 16,87216.9k $233.2k $233.2k 0.00% Added +1.2k +1,236
41 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 15,10015.1k $208.7k $208.7k 0.00% New
42 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 14,86414.9k $205.4k $205.4k 0.00% Reduced -9.4k -9,355
43 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 14,72414.7k $203.5k $203.5k 0.00% Reduced -3.8k -3,828
44 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 14,15014.2k $195.6k $195.6k 0.00% Unchanged
45 O'Brien Greene & Co. Inc 0.07% of their portfolio MEDIA, PA 14,00014.0k $193.5k $193.5k 0.07% Unchanged
46 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 13,61313.6k $188.0k $188.0k 0.01% New
47 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 13,37513.4k $184.8k $184.8k 0.01% Reduced -378 -378
48 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 13,37513.4k $184.8k $184.8k 0.00% Reduced -378 -378
49 HBK Sorce Advisory LLC 0.01% of their portfolio ERIE, PA 12,74112.7k $176.1k $176.1k 0.01% Added +1.8k +1,769
50 Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio OAKLAND, CA 11,24611.2k $155.4k $155.4k 0.00% Reduced -767 -767
51 Mariner, LLC 0.00% of their portfolio Overland Park, KS 10,70110.7k $147.9k $147.9k 0.00% New
52 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 10,62810.6k $146.9k $146.9k 0.00% Added +497 +497
53 Jump Financial, LLC 0.00% of their portfolio Chicago, IL 10,31910.3k $142.6k $142.6k 0.00% New
54 QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio CINCINNATI, OH 7,6537.7k $105.8k $105.8k 0.01% Reduced -2.8k -2,798
55 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 7,4797.5k $103.4k $103.4k 0.00% Added +1.7k +1,713
56 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 6,3816.4k $88.2k $88.2k 0.00% Added +1.2k +1,193
57 FMR LLC 0.00% of their portfolio BOSTON, MA 4,9384.9k $68.2k $68.2k 0.00% Added +3.0k +2,956
58 UBS Group AG 0.00% of their portfolio ZURICH, V8 4,7914.8k $66.2k $66.2k 0.00% Added +182 +182
59 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 4,3834.4k $60.6k $60.6k 0.00% Reduced -946 -946
60 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 3,3783.4k $46.7k $46.7k 0.00% Added +2.8k +2,846
61 CWM, LLC 0.00% of their portfolio OMAHA, NE 1,7611.8k $24.0k $24.0k 0.00% Added +286 +286
62 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,6801.7k $23.2k $23.2k 0.00% Reduced -697 -697
63 ATLAS CAPITAL ADVISORS INC. 0.00% of their portfolio JACKSON, WY 1,4741.5k $20.4k $20.4k 0.00% Reduced -299 -299
64 Eagle Bay Advisors LLC 0.01% of their portfolio NEW YORK, NY 1,4001.4k $19.3k $19.3k 0.01% Unchanged
65 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 862862 $11.9k $11.9k 0.00% Reduced -1.2k -1,175
66 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 699699 $9.0k $9.0k 0.00% Reduced -2.2k -2,168
67 Park Place Capital Corp 0.00% of their portfolio Homewood, AL 621621 $8.6k $8.6k 0.00% Reduced -77 -77
68 Glassman Wealth Services 0.00% of their portfolio VIENNA, VA 481481 $6.6k $6.6k 0.00% Added +45 +45
69 Lindbrook Capital, LLC 0.00% of their portfolio CALABASAS, CA 475475 $6.6k $6.6k 0.00% Reduced -1.1k -1,055
70 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 296296 $4.1k $4.1k 0.00% Added +162 +162
71 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 190190 $2.6k $2.6k 0.00% Reduced -350 -350
72 BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio ST. LOUIS, MO 183183 $3.0k $3.0k 0.00% New
73 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 174174 $2.4k $2.4k 0.00% New
74 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 119119 $1.7k $1.7k 0.00% First filing
75 MONTAG A & ASSOCIATES INC 0.00% of their portfolio ATLANTA, GA 9999 $1.4k $1.4k 0.00% Unchanged
76 Arlington Trust Co LLC 0.00% of their portfolio BIRMINGHAM, AL 9494 $1.3k $1.3k 0.00% New
77 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 5555 $809 $809 0.00% Unchanged
78 Advisory Services Network, LLC 0.00% of their portfolio ATLANTA, GA 3737 $511 $511 0.00% New
79 UMB Bank, n.a. 0.00% of their portfolio Kansas City, MO 3232 $442 $442 0.00% Unchanged
80 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 3232 $443 $443 0.00% Added +1 +1
81 AdvisorNet Financial, Inc 0.00% of their portfolio MINNETONKA, MN 2222 $304 $304 0.00% New
82 Abound Wealth Management 0.00% of their portfolio FRANKLIN, TN 2222 $305 $305 0.00% Reduced -4 -4
83 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 33 $42 $42 0.00% Unchanged
84 Cubist Systematic Strategies, LLC 0.00% of their portfolio STAMFORD, CT 22 $28 $28 0.00% New
85 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $9 $9 0.00% Reduced -180 -180
86 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged