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 ($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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 62 |
| Q4 2022 | 71 |
| Q1 2023 | 83 |
| Q2 2023 | 80 |
| Q3 2023 | 84 |
| Q4 2023 | 86 |
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 |
| Q4 2023 | 39 | 39 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2023 | $87.8k | $87.8k | 1.00 |
| Q2 2023 | $0 | $0 | — |
| Q3 2023 | $46.8k | $60.9k | 1.30 |
| Q4 2023 | $0 | $0 | — |
Biggest buyers
| DIMENSIONAL FUND ADVISORS LP | Added | +611.2k |
| Orbis Allan Gray Ltd | Added | +397.2k |
| Amundi | Added | +346.3k |
| ANTIPODES PARTNERS Ltd | Added | +215.3k |
| MORGAN STANLEY | Added | +206.2k |
| BRANDES INVESTMENT PARTNERS, LP | Added | +105.1k |
| BARINGS LLC | Added | +46.8k |
| ROYAL LONDON ASSET MANAGEMENT LTD | Added | +30.4k |
| FEDERATED HERMES, INC. | Added | +26.3k |
| AMERICAN CENTURY COMPANIES INC | Added | +24.5k |
Biggest sellers
| Coronation Fund Managers Ltd. | Reduced | -1.3m |
| JANE STREET GROUP, LLC | Sold out | -32.2k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -29.6k |
| CREDIT SUISSE AG/ | Sold out | -25.8k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -25.4k |
| GOLDMAN SACHS GROUP INC | Reduced | -24.7k |
| Banco BTG Pactual S.A. | Sold out | -20.4k |
| Optiver Holding B.V. | Reduced | -15.6k |
| MILLENNIUM MANAGEMENT LLC | Sold out | -13.7k |
| HSBC HOLDINGS PLC | Reduced | -12.4k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| 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 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
| Manager | Shares | Change |
|---|---|---|
| Coronation Fund Managers Ltd. 2.65% of their portfolio | 6.9m $95.1m | Reduced -1.3m |
| Orbis Allan Gray Ltd 0.59% of their portfolio | 6.8m $93.7m | Added +397.2k |
| ANTIPODES PARTNERS Ltd 0.51% of their portfolio | 1.2m $16.4m | Added +215.3k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.1m $14.7m | Unchanged |
| Breakout Capital Partners, LP 9.79% of their portfolio | 965.8k $13.3m | First filing |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 921.0k $12.7m | Added +611.2k |
| MORGAN STANLEY 0.00% of their portfolio | 849.0k $11.7m | Added +206.2k |
| Soapstone Management L.P. 6.07% of their portfolio | 803.0k $11.1m | Unchanged |
| Amundi 0.00% of their portfolio | 736.2k $10.4m | Added +346.3k |
| RENAISSANCE GROUP LLC 0.29% of their portfolio | 497.2k $6.9m | Reduced -8.5k |
| BlackRock Inc. 0.00% of their portfolio | 456.4k $6.3m | Added +2.5k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 358.3k $5.0m | Unchanged |
| BARINGS LLC 0.14% of their portfolio | 312.8k $4.3m | Added +46.8k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 290.4k $4.0m | Added +24.5k |
| BTG Pactual Global Asset Management Ltd 1.70% of their portfolio | 206.9k $2.9m | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 193.0k $2.7m | Added +7.0k |
| BRANDES INVESTMENT PARTNERS, LP 0.04% of their portfolio | 177.0k $2.4m | Added +105.1k |
| SENTINEL TRUST CO LBA 0.30% of their portfolio | 163.0k $2.3m | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. 0.03% of their portfolio | 139.5k $1.9m | Reduced -6.2k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 116.6k $1.6m | Reduced -12.4k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 87.5k $1.2m | Added +1.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 82.6k $1.1m | Added +352 |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 82.2k $1.1m | Reduced -24.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 80.5k $1.1m | Reduced -29.6k |
| FEDERATED HERMES, INC. 0.00% of their portfolio | 68.0k $939.6k | Added +26.3k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 64.7k $917.6k | Reduced -4.4k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.00% of their portfolio | 61.6k $851.2k | Added +30.4k |
| Quantbot Technologies LP 0.02% of their portfolio | 25.5k $352.3k | Added +21.3k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 24.9k $344.7k | Reduced -25.4k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 23.6k $326.1k | Reduced -1.0k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 22.2k $307.4k | First filing |
| CW Advisors, LLC 0.01% of their portfolio | 20.2k $278.6k | Reduced -8.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 20.2k $278.5k | Added +429 |
| Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio | 19.2k $265.7k | Reduced -331 |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 18.7k $258.3k | Reduced -3.8k |
| Optiver Holding B.V. 0.01% of their portfolio | 18.1k $250.1k | Reduced -15.6k |
| Boston Common Asset Management, LLC 0.01% of their portfolio | 18.0k $248.0k | Unchanged |
| Creative Planning 0.00% of their portfolio | 17.9k $246.9k | Added +7.4k |
| Portland Hill Asset Management Ltd 0.61% of their portfolio | 17.7k $235.0k | Unchanged |
| Corient Private Wealth LP 0.00% of their portfolio | 16.9k $233.2k | Added +1.2k |
| Point72 Asset Management, L.P. 0.00% of their portfolio | 15.1k $208.7k | New |
| CITIGROUP INC 0.00% of their portfolio | 14.9k $205.4k | Reduced -9.4k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 14.7k $203.5k | Reduced -3.8k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 14.2k $195.6k | Unchanged |
| O'Brien Greene & Co. Inc 0.07% of their portfolio | 14.0k $193.5k | Unchanged |
| Quantinno Capital Management LP 0.01% of their portfolio | 13.6k $188.0k | New |
| Vestmark Advisory Solutions, Inc. 0.01% of their portfolio | 13.4k $184.8k | Reduced -378 |
| NewEdge Wealth, LLC 0.00% of their portfolio | 13.4k $184.8k | Reduced -378 |
| HBK Sorce Advisory LLC 0.01% of their portfolio | 12.7k $176.1k | Added +1.8k |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 11.2k $155.4k | Reduced -767 |
| Mariner, LLC 0.00% of their portfolio | 10.7k $147.9k | New |
| Vident Advisory, LLC 0.00% of their portfolio | 10.6k $146.9k | Added +497 |
| Jump Financial, LLC 0.00% of their portfolio | 10.3k $142.6k | New |
| QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio | 7.7k $105.8k | Reduced -2.8k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 7.5k $103.4k | Added +1.7k |
| US BANCORP \DE\ 0.00% of their portfolio | 6.4k $88.2k | Added +1.2k |
| FMR LLC 0.00% of their portfolio | 4.9k $68.2k | Added +3.0k |
| UBS Group AG 0.00% of their portfolio | 4.8k $66.2k | Added +182 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 4.4k $60.6k | Reduced -946 |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 3.4k $46.7k | Added +2.8k |
| CWM, LLC 0.00% of their portfolio | 1.8k $24.0k | Added +286 |
| Parallel Advisors, LLC 0.00% of their portfolio | 1.7k $23.2k | Reduced -697 |
| ATLAS CAPITAL ADVISORS INC. 0.00% of their portfolio | 1.5k $20.4k | Reduced -299 |
| Eagle Bay Advisors LLC 0.01% of their portfolio | 1.4k $19.3k | Unchanged |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 862 $11.9k | Reduced -1.2k |
| Blue Trust, Inc. 0.00% of their portfolio | 699 $9.0k | Reduced -2.2k |
| Park Place Capital Corp 0.00% of their portfolio | 621 $8.6k | Reduced -77 |
| Glassman Wealth Services 0.00% of their portfolio | 481 $6.6k | Added +45 |
| Lindbrook Capital, LLC 0.00% of their portfolio | 475 $6.6k | Reduced -1.1k |
| Allworth Financial LP 0.00% of their portfolio | 296 $4.1k | Added +162 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 190 $2.6k | Reduced -350 |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 183 $3.0k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 174 $2.4k | New |
| GAMMA Investing LLC 0.00% of their portfolio | 119 $1.7k | First filing |
| MONTAG A & ASSOCIATES INC 0.00% of their portfolio | 99 $1.4k | Unchanged |
| Arlington Trust Co LLC 0.00% of their portfolio | 94 $1.3k | New |
| Global Retirement Partners, LLC 0.00% of their portfolio | 55 $809 | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 37 $511 | New |
| UMB Bank, n.a. 0.00% of their portfolio | 32 $442 | Unchanged |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 32 $443 | Added +1 |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 22 $304 | New |
| Abound Wealth Management 0.00% of their portfolio | 22 $305 | Reduced -4 |
| True Wealth Design, LLC 0.00% of their portfolio | 3 $42 | Unchanged |
| Cubist Systematic Strategies, LLC 0.00% of their portfolio | 2 $28 | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1 $9 | Reduced -180 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |