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 ($198.7k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $14.74. Options: 2 managers hold calls ($53.2k notional), 2 hold puts ($53.2k).
Trends to Q1 2024
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 |
| Q1 2024 | 91 |
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 |
| Q1 2024 | 50 | 34 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $0 | $0 | — |
| Q3 2023 | $46.8k | $60.9k | 1.30 |
| Q4 2023 | $0 | $0 | — |
| Q1 2024 | $53.2k | $53.2k | 1.00 |
Biggest buyers
| MORGAN STANLEY | Added | +600.7k |
| Soapstone Management L.P. | Added | +197.0k |
| STRS OHIO | New | +180.0k |
| BARINGS LLC | Added | +90.3k |
| SPX Gestao de Recursos Ltda | New | +72.1k |
| VANGUARD GROUP INC | Added | +63.2k |
| BlackRock Inc. | Added | +46.4k |
| ENVESTNET ASSET MANAGEMENT INC | Added | +46.3k |
| RENAISSANCE GROUP LLC | Added | +33.9k |
| XTX Topco Ltd | New | +24.2k |
Biggest sellers
| Coronation Fund Managers Ltd. | Reduced | -862.0k |
| SENTINEL TRUST CO LBA | Sold out | -163.0k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -72.7k |
| FEDERATED HERMES, INC. | Sold out | -68.0k |
| GOLDMAN SACHS GROUP INC | Reduced | -45.6k |
| ANTIPODES PARTNERS Ltd | Reduced | -25.4k |
| Quantbot Technologies LP | Reduced | -25.1k |
| BRANDES INVESTMENT PARTNERS, LP | Reduced | -16.1k |
| Point72 Asset Management, L.P. | Sold out | -15.1k |
| O'Brien Greene & Co. Inc | Sold out | -14.0k |
Biggest calls
| CITADEL ADVISORS LLC | New | $53.2k3.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $53.2k3.6k 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 2024
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 2024.
Holders, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| Orbis Allan Gray Ltd 0.60% of their portfolio | 6.8m $100.3m | Unchanged |
| Coronation Fund Managers Ltd. 2.42% of their portfolio | 6.0m $89.0m | Reduced -862.0k |
| MORGAN STANLEY 0.00% of their portfolio | 1.4m $21.4m | Added +600.7k |
| ANTIPODES PARTNERS Ltd 0.54% of their portfolio | 1.2m $17.2m | Reduced -25.4k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.1m $16.6m | Added +63.2k |
| Soapstone Management L.P. 8.25% of their portfolio | 1.0m $14.8m | Added +197.0k |
| Breakout Capital Partners, LP 9.55% of their portfolio | 965.8k $14.3m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 848.3k $12.5m | Reduced -72.7k |
| Amundi 0.00% of their portfolio | 736.2k $9.2m | Unchanged |
| RENAISSANCE GROUP LLC 0.30% of their portfolio | 531.1k $7.9m | Added +33.9k |
| BlackRock Inc. 0.00% of their portfolio | 502.8k $7.4m | Added +46.4k |
| BARINGS LLC 0.15% of their portfolio | 403.0k $6.0m | Added +90.3k |
| MACQUARIE GROUP LTD 0.01% of their portfolio | 358.3k $5.3m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 304.3k $4.5m | Added +13.8k |
| BTG Pactual Global Asset Management Ltd 0.98% of their portfolio | 206.9k $3.1m | Unchanged |
| SEI INVESTMENTS CO 0.00% of their portfolio | 193.0k $2.9m | Unchanged |
| STRS OHIO 0.01% of their portfolio | 180.0k $2.7m | New |
| BRANDES INVESTMENT PARTNERS, LP 0.03% of their portfolio | 160.8k $2.4m | Reduced -16.1k |
| Ruane, Cunniff & Goldfarb L.P. 0.03% of their portfolio | 138.3k $2.0m | Reduced -1.2k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 126.8k $1.9m | Added +46.3k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 118.8k $1.8m | Added +2.1k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 88.2k $1.3m | Added +747 |
| SPX Gestao de Recursos Ltda 0.09% of their portfolio | 72.1k $1.1m | New |
| THORNBURG INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 71.7k $1.0m | Added +7.0k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 71.1k $1.1m | Reduced -11.5k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.00% of their portfolio | 65.2k $963.3k | Added +3.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 36.6k $540.7k | Reduced -45.6k |
| Creative Planning 0.00% of their portfolio | 25.3k $373.4k | Added +7.4k |
| XTX Topco Ltd 0.05% of their portfolio | 24.2k $357.7k | New |
| CW Advisors, LLC 0.01% of their portfolio | 24.0k $355.4k | Added +3.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 22.4k $331.6k | Reduced -2.5k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 22.3k $329.8k | Added +72 |
| CITIGROUP INC 0.00% of their portfolio | 21.7k $320.3k | Added +6.8k |
| Laird Norton Wetherby Wealth Management, LLC 0.02% of their portfolio | 21.3k $314.4k | Added +2.0k |
| Daiwa Securities Group Inc. 0.00% of their portfolio | 21.0k $310.0k | New |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 19.9k $294.6k | Reduced -3.7k |
| Corient Private Wealth LP 0.00% of their portfolio | 18.8k $278.5k | Added +2.0k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 18.8k $277.7k | Reduced -1.4k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 18.6k $275.1k | Reduced -74 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 18.0k $266.6k | New |
| Boston Common Asset Management, LLC 0.01% of their portfolio | 18.0k $266.0k | Unchanged |
| Portland Hill Asset Management Ltd 0.61% of their portfolio | 17.0k $251.5k | Reduced -726 |
| NewEdge Wealth, LLC 0.00% of their portfolio | 14.7k $190.0k | Added +1.3k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 14.2k $209.1k | Unchanged |
| Vestmark Advisory Solutions, Inc. 0.01% of their portfolio | 14.0k $207.3k | Added +649 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 13.7k $202.0k | Reduced -1.1k |
| B. Metzler seel. Sohn & Co. AG 0.00% of their portfolio | 13.3k $196.2k | New |
| Vanguard Personalized Indexing Management, LLC 0.00% of their portfolio | 12.2k $180.2k | Added +946 |
| Engineers Gate Manager LP 0.00% of their portfolio | 12.0k $177.4k | New |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 11.6k $171.4k | New |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 11.4k $168.9k | New |
| Quantinno Capital Management LP 0.00% of their portfolio | 11.3k $167.0k | Reduced -2.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 11.3k $166.9k | New |
| QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio | 11.1k $164.4k | Added +3.5k |
| Privium Fund Management B.V. 0.04% of their portfolio | 11.0k $163.0k | New |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 11.0k $162.6k | New |
| Bayesian Capital Management, LP 0.02% of their portfolio | 10.8k $160.0k | New |
| Vident Advisory, LLC 0.00% of their portfolio | 10.5k $155.2k | Reduced -130 |
| HBK Sorce Advisory LLC 0.01% of their portfolio | 10.3k $152.8k | Reduced -2.4k |
| Optiver Holding B.V. 0.01% of their portfolio | 8.4k $124.1k | Reduced -9.7k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 8.0k $118.4k | Added +533 |
| US BANCORP \DE\ 0.00% of their portfolio | 6.4k $94.1k | Reduced -16 |
| FMR LLC 0.00% of their portfolio | 5.6k $83.2k | Added +691 |
| SIGNATUREFD, LLC 0.00% of their portfolio | 5.5k $80.6k | Added +1.1k |
| SageView Advisory Group, LLC 0.04% of their portfolio | 4.7k $693.3k | New |
| UBS Group AG 0.00% of their portfolio | 4.0k $59.1k | Reduced -790 |
| Parallel Advisors, LLC 0.00% of their portfolio | 3.5k $51.2k | Added +1.8k |
| Avior Wealth Management, LLC 0.00% of their portfolio | 3.2k $46.9k | New |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.3k $33.8k | Reduced -1.1k |
| CWM, LLC 0.00% of their portfolio | 1.9k $28.0k | Added +167 |
| ATLAS CAPITAL ADVISORS INC. 0.00% of their portfolio | 1.5k $21.8k | Unchanged |
| Eagle Bay Advisors LLC 0.01% of their portfolio | 1.4k $20.7k | Unchanged |
| Aquatic Capital Management LLC 0.00% of their portfolio | 1.4k $20.7k | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 1.4k $17.4k | Added +501 |
| Park Place Capital Corp 0.00% of their portfolio | 688 $10.2k | Added +67 |
| Lindbrook Capital, LLC 0.00% of their portfolio | 636 $9.4k | Added +161 |
| Blue Trust, Inc. 0.00% of their portfolio | 592 $8.8k | Reduced -107 |
| Quantbot Technologies LP 0.00% of their portfolio | 438 $6.5k | Reduced -25.1k |
| Allworth Financial LP 0.00% of their portfolio | 296 $4.4k | Unchanged |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 200 $2.8k | Added +26 |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 183 $3.0k | Unchanged |
| GAMMA Investing LLC 0.00% of their portfolio | 158 $2.3k | Added +39 |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 100 $1.0k | New |
| Global Retirement Partners, LLC 0.00% of their portfolio | 55 $813 | Unchanged |
| UMB Bank, n.a. 0.00% of their portfolio | 32 $473 | Unchanged |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 32 $473 | Unchanged |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 22 $325 | Unchanged |
| Abound Wealth Management 0.00% of their portfolio | 22 $326 | Unchanged |
| True Wealth Design, LLC 0.00% of their portfolio | 5 $74 | Added +2 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1 $10 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |