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 ($148.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $9.31. Options: 1 managers hold calls ($0 notional), 2 hold puts ($13.9k).
Trends to Q2 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 |
| Q2 2024 | 79 |
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 |
| Q2 2024 | 22 | 60 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $46.8k | $60.9k | 1.30 |
| Q4 2023 | $0 | $0 | — |
| Q1 2024 | $53.2k | $53.2k | 1.00 |
| Q2 2024 | $0 | $13.9k | — |
Biggest buyers
| Coronation Fund Managers Ltd. | Added | +1.4m |
| RENAISSANCE TECHNOLOGIES LLC | New | +87.1k |
| TWO SIGMA INVESTMENTS, LP | New | +63.8k |
| MARSHALL WACE, LLP | New | +22.8k |
| Centiva Capital, LP | New | +15.5k |
| B. Metzler seel. Sohn & Co. AG | Added | +15.2k |
| Daiwa Securities Group Inc. | Added | +14.0k |
| SPX Gestao de Recursos Ltda | Added | +9.6k |
| AQR CAPITAL MANAGEMENT LLC | Added | +6.1k |
| CITIGROUP INC | Added | +3.4k |
Biggest sellers
| MORGAN STANLEY | Reduced | -1.1m |
| Breakout Capital Partners, LP | Sold out | -965.8k |
| ANTIPODES PARTNERS Ltd | Reduced | -162.1k |
| BlackRock Inc. | Reduced | -148.7k |
| RENAISSANCE GROUP LLC | Reduced | -72.8k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -68.2k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -52.3k |
| GOLDMAN SACHS GROUP INC | Sold out | -36.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -19.3k |
| Corient Private Wealth LP | Sold out | -18.8k |
Biggest calls
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Reduced | $13.9k1.5k 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 Q2 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 Q2 2024.
Holders, Q2 2024
| Manager | Shares | Change |
|---|---|---|
| Coronation Fund Managers Ltd. 3.99% of their portfolio | 7.4m $69.2m | Added +1.4m |
| Orbis Allan Gray Ltd 0.39% of their portfolio | 6.8m $63.1m | Unchanged |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.1m $10.4m | Reduced -3.1k |
| ANTIPODES PARTNERS Ltd 0.34% of their portfolio | 1.0m $9.3m | Reduced -162.1k |
| Soapstone Management L.P. 6.20% of their portfolio | 1.0m $9.3m | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 796.0k $7.4m | Reduced -52.3k |
| Amundi 0.00% of their portfolio | 732.8k $7.0m | Reduced -3.4k |
| RENAISSANCE GROUP LLC 0.17% of their portfolio | 458.3k $4.3m | Reduced -72.8k |
| BARINGS LLC 0.09% of their portfolio | 403.0k $3.7m | Unchanged |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 356.6k $3.3m | Reduced -1.7k |
| BlackRock Inc. 0.00% of their portfolio | 354.1k $3.3m | Reduced -148.7k |
| MORGAN STANLEY 0.00% of their portfolio | 302.0k $2.8m | Reduced -1.1m |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 301.4k $2.8m | Reduced -2.9k |
| BTG Pactual Asset Management US LLC 0.48% of their portfolio | 206.9k $1.9m | First filing |
| SEI INVESTMENTS CO 0.00% of their portfolio | 192.5k $1.8m | Reduced -507 |
| STRS OHIO 0.01% of their portfolio | 180.0k $1.7m | Unchanged |
| BRANDES INVESTMENT PARTNERS, LP 0.02% of their portfolio | 144.0k $1.4m | Reduced -16.8k |
| Ruane, Cunniff & Goldfarb L.P. 0.02% of their portfolio | 138.3k $1.3m | Unchanged |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 103.9k $964.9k | Reduced -14.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 87.1k $810.0k | New |
| SPX Gestao de Recursos Ltda 0.12% of their portfolio | 81.7k $760.1k | Added +9.6k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 70.9k $660.0k | Reduced -150 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 69.0k $641.4k | Reduced -19.3k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 67.9k $684.7k | Reduced -3.8k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 63.8k $593.4k | New |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.00% of their portfolio | 62.1k $577.7k | Reduced -3.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 58.6k $544.8k | Reduced -68.2k |
| Daiwa Securities Group Inc. 0.00% of their portfolio | 35.0k $326.0k | Added +14.0k |
| B. Metzler seel. Sohn & Co. AG 0.00% of their portfolio | 28.4k $264.4k | Added +15.2k |
| CITIGROUP INC 0.00% of their portfolio | 25.1k $233.5k | Added +3.4k |
| CW Advisors, LLC 0.00% of their portfolio | 23.8k $221.3k | Reduced -248 |
| MARSHALL WACE, LLP 0.00% of their portfolio | 22.8k $211.7k | New |
| Pathstone Holdings, LLC 0.00% of their portfolio | 22.1k $205.5k | Reduced -215 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 19.9k $185.3k | Added +1.1k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 19.7k $183.6k | Added +6.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 18.5k $172.1k | Reduced -3.9k |
| Boston Common Asset Management, LLC 0.00% of their portfolio | 18.0k $167.0k | Unchanged |
| Creative Planning 0.00% of their portfolio | 17.3k $160.9k | Reduced -8.0k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 16.9k $157.6k | Reduced -1.7k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 16.0k $157.0k | Reduced -3.9k |
| Centiva Capital, LP 0.01% of their portfolio | 15.5k $144.4k | New |
| XTX Topco Ltd 0.01% of their portfolio | 15.1k $140.9k | Reduced -9.1k |
| NewEdge Wealth, LLC 0.00% of their portfolio | 14.5k $134.4k | Reduced -204 |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 14.2k $131.6k | Unchanged |
| Privium Fund Management B.V. 0.03% of their portfolio | 13.9k $122.3k | Added +2.9k |
| Vestmark Advisory Solutions, Inc. 0.01% of their portfolio | 13.5k $125.7k | Reduced -504 |
| Laird Norton Wetherby Wealth Management, LLC 0.01% of their portfolio | 12.2k $113.5k | Reduced -9.1k |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 11.4k $106.3k | Reduced -172 |
| QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio | 11.3k $105.4k | Added +214 |
| Vident Advisory, LLC 0.00% of their portfolio | 11.1k $103.0k | Added +576 |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 10.1k $93.7k | Reduced -1.2k |
| Optiver Holding B.V. 0.00% of their portfolio | 6.3k $58.7k | Reduced -2.1k |
| US BANCORP \DE\ 0.00% of their portfolio | 5.3k $48.9k | Reduced -1.1k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 3.6k $33.1k | Reduced -4.5k |
| SIGNATUREFD, LLC 0.00% of their portfolio | 3.5k $32.8k | Reduced -1.9k |
| FMR LLC 0.00% of their portfolio | 3.2k $29.3k | Reduced -2.5k |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2.7k $24.9k | Added +394 |
| Parallel Advisors, LLC 0.00% of their portfolio | 2.0k $18.3k | Reduced -1.5k |
| UBS Group AG 0.00% of their portfolio | 1.8k $16.6k | Reduced -2.2k |
| Eagle Bay Advisors LLC 0.01% of their portfolio | 1.7k $15.8k | Added +300 |
| Blue Trust, Inc. 0.00% of their portfolio | 1.5k $22.4k | Added +921 |
| Park Place Capital Corp 0.00% of their portfolio | 688 $6.4k | Unchanged |
| CWM, LLC 0.00% of their portfolio | 644 $6.0k | Reduced -1.3k |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 471 $4.1k | Reduced -892 |
| Lindbrook Capital, LLC 0.00% of their portfolio | 268 $2.5k | Reduced -368 |
| BENJAMIN F. EDWARDS & COMPANY, INC. 0.00% of their portfolio | 177 $2.0k | Reduced -6 |
| GAMMA Investing LLC 0.00% of their portfolio | 164 $1.5k | Added +6 |
| Avior Wealth Management, LLC 0.00% of their portfolio | 139 $1.3k | Reduced -3.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 118 $1.1k | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 84 $745 | Reduced -116 |
| Global Retirement Partners, LLC 0.00% of their portfolio | 55 $512 | Unchanged |
| Allworth Financial LP 0.00% of their portfolio | 48 $457 | Reduced -248 |
| Smartleaf Asset Management LLC 0.00% of their portfolio | 42 $412 | New |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 32 $298 | Unchanged |
| AdvisorNet Financial, Inc 0.00% of their portfolio | 22 $205 | Unchanged |
| City State Bank 0.00% of their portfolio | 10 $93 | New |
| True Wealth Design, LLC 0.00% of their portfolio | 7 $66 | Added +2 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1 $6 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |