Vault-13

SENDAS DISTRIBUIDORA S A ASAIY

SPON ADS · ADR · CUSIP 81689T104

75 institutional holders -4 vs Q2 2024
21,891,01921.9m shares reported held*
$150.1mreported value*
9 new 28 added 25 reduced 13 sold out net sold ≈ $9.1m (-1.3m 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 ($172.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $6.86. Options: 1 managers hold calls ($0 notional), 1 hold puts ($0).

Trends to Q3 2024

Institutional holders

Managers reporting a position, each quarter

050100Q3 22: 62Q4 22: 71Q1 23: 83Q2 23: 80Q3 23: 84Q4 23: 86Q1 24: 91Q2 24: 79Q3 24: 7575Q3 22Q1 23Q3 23Q1 24Q3 24
Numbers
QuarterHolders
Q3 202262
Q4 202271
Q1 202383
Q2 202380
Q3 202384
Q4 202386
Q1 202491
Q2 202479
Q3 202475

Buyers vs sellers

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

Bought or addedCut or sold out
1000100Q4 22: 39 bought or addedQ4 22: 29 cut or sold outQ1 23: 44 bought or addedQ1 23: 35 cut or sold outQ1 23Q2 23: 46 bought or addedQ2 23: 35 cut or sold outQ3 23: 41 bought or addedQ3 23: 33 cut or sold outQ3 23Q4 23: 39 bought or addedQ4 23: 39 cut or sold outQ1 24: 50 bought or addedQ1 24: 34 cut or sold outQ1 24Q2 24: 22 bought or addedQ2 24: 60 cut or sold outQ3 24: 37 bought or addedQ3 24: 38 cut or sold outQ3 24
Numbers
QuarterBought or addedCut or sold out
Q4 20223929
Q1 20234435
Q2 20234635
Q3 20234133
Q4 20233939
Q1 20245034
Q2 20242260
Q3 20243738

Calls vs puts

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

CallsPuts
$0$20k$40k$60kQ4 23 calls: $0Q4 23 puts: $0Q4 23P/C —Q1 24 calls: $53.2kQ1 24 puts: $53.2kQ1 24P/C 1.00Q2 24 calls: $0Q2 24 puts: $13.9kQ2 24P/C —Q3 24 calls: $0Q3 24 puts: $0Q3 24P/C —
Numbers
QuarterCallsPutsP/C
Q4 2023$0$0—
Q1 2024$53.2k$53.2k1.00
Q2 2024$0$13.9k—
Q3 2024$0$0—

Biggest buyers

Soapstone Management L.P. Added +350,000+350.0k
ANTIPODES PARTNERS Ltd Added +142,451+142.5k
MORGAN STANLEY Added +126,874+126.9k
Orbis Allan Gray Ltd Added +103,896+103.9k
Walleye Capital LLC New +77,752+77.8k
VANGUARD GROUP INC Added +37,051+37.1k
Centiva Capital, LP Added +32,326+32.3k
Optiver Holding B.V. Added +26,076+26.1k
Creative Planning Added +19,034+19.0k
THORNBURG INVESTMENT MANAGEMENT INC Added +17,754+17.8k

Biggest sellers

Coronation Fund Managers Ltd. Reduced -550,871-550.9k
RENAISSANCE GROUP LLC Sold out -458,294-458.3k
BARINGS LLC Sold out -403,015-403.0k
DIMENSIONAL FUND ADVISORS LP Reduced -172,363-172.4k
MACQUARIE GROUP LTD Reduced -155,902-155.9k
SEI INVESTMENTS CO Reduced -150,877-150.9k
RENAISSANCE TECHNOLOGIES LLC Sold out -87,100-87.1k
SPX Gestao de Recursos Ltda Sold out -81,733-81.7k
BANK OF AMERICA CORP /DE/ Reduced -56,299-56.3k
TWO SIGMA INVESTMENTS, LP Reduced -40,843-40.8k

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 Q3 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 Q3 2024.

Holders, Q3 2024

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Coronation Fund Managers Ltd. 2.63% of their portfolio Cape Town, T3 6,890,7586.9m $47.4m $47.4m 2.63% Reduced -550.9k -550,871
2 Orbis Allan Gray Ltd 0.25% of their portfolio HamiltoN, D0 6,887,2546.9m $47.4m $47.4m 0.25% Added +103.9k +103,896
3 Soapstone Management L.P. 7.72% of their portfolio BETHESDA, MD 1,350,0001.4m $9.3m $9.3m 7.72% Added +350.0k +350,000
4 VANGUARD GROUP INC 0.00% of their portfolio Valley Forge, PA 1,158,8641.2m $8.0m $8.0m 0.00% Added +37.1k +37,051
5 ANTIPODES PARTNERS Ltd 0.27% of their portfolio ROYAL EXCHANGE, C3 1,144,7491.1m $7.9m $7.9m 0.27% Added +142.5k +142,451
6 Amundi 0.00% of their portfolio Paris, I0 712,504712.5k $4.4m $4.4m 0.00% Reduced -20.3k -20,319
7 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 623,631623.6k $4.3m $4.3m 0.00% Reduced -172.4k -172,363
8 BlackRock, Inc. 0.00% of their portfolio New York, NY 513,638513.6k $3.5m $3.5m 0.00% First filing
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 428,852428.9k $3.0m $3.0m 0.00% Added +126.9k +126,874
10 AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio KANSAS CITY, MO 304,026304.0k $2.1m $2.1m 0.00% Added +2.6k +2,599
11 BTG Pactual Asset Management US LLC 0.21% of their portfolio NEW YORK, NY 206,870206.9k $1.4m $1.4m 0.21% Unchanged
12 MACQUARIE GROUP LTD 0.00% of their portfolio Sydney, NSW 2000, C3 200,721200.7k $1.4m $1.4m 0.00% Reduced -155.9k -155,902
13 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 180,000180.0k $1.2m $1.2m 0.00% Unchanged
14 Ruane, Cunniff & Goldfarb L.P. 0.02% of their portfolio New York, NY 151,270151.3k $1.0m $1.0m 0.02% Added +13.0k +12,988
15 BRANDES INVESTMENT PARTNERS, LP 0.01% of their portfolio LA JOLLA, CA 120,146120.1k $826.6k $826.6k 0.01% Reduced -23.8k -23,844
16 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 110,525110.5k $759.3k $759.3k 0.00% Added +6.7k +6,656
17 THORNBURG INVESTMENT MANAGEMENT INC 0.01% of their portfolio SANTA FE, NM 85,69885.7k $589.6k $589.6k 0.01% Added +17.8k +17,754
18 Walleye Capital LLC 0.01% of their portfolio NEW YORK, NY 77,75277.8k $534.9k $534.9k 0.01% New
19 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 63,09463.1k $434.0k $434.0k 0.00% Reduced -7.8k -7,843
20 ROYAL LONDON ASSET MANAGEMENT LTD 0.00% of their portfolio UNITED KINGDOM, X0 62,11662.1k $427.4k $427.4k 0.00% Unchanged
21 Centiva Capital, LP 0.01% of their portfolio New York, NY 47,85747.9k $329.3k $329.3k 0.01% Added +32.3k +32,326
22 SEI INVESTMENTS CO 0.00% of their portfolio OAKS, PA 41,58641.6k $286.1k $286.1k 0.00% Reduced -150.9k -150,877
23 B. Metzler seel. Sohn & Co. Holding AG 0.00% of their portfolio FRANKFURT, 2M 37,46537.5k $257.8k $257.8k 0.00% First filing
24 B. Metzler seel. Sohn & Co. AG 0.00% of their portfolio FRANKFURT, 2M 37,46537.5k $257.8k $257.8k 0.00% Added +9.0k +9,032
25 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 36,33936.3k $250.0k $250.0k 0.00% Added +19.0k +19,034
26 Optiver Holding B.V. 0.01% of their portfolio AMSTERDAM, P7 32,38732.4k $222.8k $222.8k 0.01% Added +26.1k +26,076
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 31,36231.4k $215.8k $215.8k 0.00% Reduced -27.2k -27,214
28 CW Advisors, LLC 0.00% of their portfolio BOSTON, MA 30,92830.9k $212.8k $212.8k 0.00% Added +7.1k +7,132
29 TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio NEW YORK, NY 22,96523.0k $158.0k $158.0k 0.00% Reduced -40.8k -40,843
30 Vident Advisory, LLC 0.00% of their portfolio Alpharetta, GA 20,58720.6k $141.6k $141.6k 0.00% Added +9.5k +9,513
31 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 20,32920.3k $139.9k $139.9k 0.00% Reduced -1.8k -1,769
32 Vestmark Advisory Solutions, Inc. 0.01% of their portfolio Wakefield, MA 19,99320.0k $137.6k $137.6k 0.01% Added +6.5k +6,473
33 NewEdge Wealth, LLC 0.00% of their portfolio STAMFORD, CT 19,99320.0k $137.6k $137.6k 0.00% Added +5.5k +5,538
34 Boston Common Asset Management, LLC 0.00% of their portfolio BOSTON, MA 17,96618.0k $124.0k $124.0k 0.00% Unchanged
35 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 16,91816.9k $116.4k $116.4k 0.00% Reduced -32 -32
36 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 16,05416.1k $110.5k $110.5k 0.00% Reduced -3.9k -3,871
37 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 14,37914.4k $98.9k $98.9k 0.00% New
38 QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio CINCINNATI, OH 14,24114.2k $98.0k $98.0k 0.01% Added +2.9k +2,906
39 Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio CHIYODA-KU, TOKYO, M0 14,15014.2k $97.4k $97.4k 0.00% Unchanged
40 Privium Fund Management B.V. 0.02% of their portfolio AMSTERDAM, P7 13,92813.9k $95.8k $95.8k 0.02% Unchanged
41 Laird Norton Wetherby Wealth Management, LLC 0.00% of their portfolio Seattle, WA 12,75512.8k $87.8k $87.8k 0.00% Added +553 +553
42 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 12,67312.7k $87.2k $87.2k 0.00% Reduced -56.3k -56,299
43 Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio SEOUL, M5 12,38412.4k $93.1k $93.1k 0.00% Reduced -3.6k -3,599
44 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,96812.0k $82.6k $82.6k 0.00% New
45 CONFLUENCE INVESTMENT MANAGEMENT LLC 0.00% of their portfolio ST. LOUIS, MO 11,52211.5k $79.3k $79.3k 0.00% Added +96 +96
46 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 11,14011.1k $76.6k $76.6k 0.00% New
47 MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio NEW YORK, NY 10,20610.2k $70.2k $70.2k 0.00% New
48 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 10,09110.1k $69.4k $69.4k 0.00% Added +6.6k +6,567
49 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 9,6189.6k $66.2k $66.2k 0.00% Reduced -15.5k -15,493
50 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 8,7768.8k $60.4k $60.4k 0.00% Added +5.2k +5,216
51 UBS Group AG 0.00% of their portfolio ZURICH, V8 3,9143.9k $26.9k $26.9k 0.00% Added +2.1k +2,134
52 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 3,7163.7k $34.6k $34.6k 0.00% Added +2.2k +2,203
53 CWM, LLC 0.00% of their portfolio OMAHA, NE 2,6272.6k $18.0k $18.0k 0.00% Added +2.0k +1,983
54 FMR LLC 0.00% of their portfolio BOSTON, MA 2,1312.1k $14.7k $14.7k 0.00% Reduced -1.0k -1,024
55 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 1,8921.9k $13.0k $13.0k 0.00% Reduced -3.4k -3,368
56 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,8091.8k $12.4k $12.4k 0.00% Reduced -154 -154
57 Eagle Bay Advisors LLC 0.00% of their portfolio NEW YORK, NY 1,7001.7k $11.7k $11.7k 0.00% Unchanged
58 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 1,6041.6k $11.0k $11.0k 0.00% Reduced -1.1k -1,078
59 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 955955 $6.6k $6.6k 0.00% Added +907 +907
60 Waldron Private Wealth LLC 0.00% of their portfolio BRIDGEVILLE, PA 937937 $6.4k $6.4k 0.00% New
61 Allspring Global Investments Holdings, LLC 0.00% of their portfolio CHARLOTTE, NC 873873 $6.0k $6.0k 0.00% New
62 Lindbrook Capital, LLC 0.00% of their portfolio CALABASAS, CA 689689 $4.7k $4.7k 0.00% Added +421 +421
63 WealthCollab, LLC 0.00% of their portfolio BELLEVUE, WA 584584 $4.0k $4.0k 0.00% New
64 EverSource Wealth Advisors, LLC 0.00% of their portfolio BIRMINGHAM, AL 222222 $1.5k $1.5k 0.00% Reduced -249 -249
65 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 178178 $1.2k $1.2k 0.00% Added +60 +60
66 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 139139 $956 $956 0.00% Unchanged
67 Park Place Capital Corp 0.00% of their portfolio Homewood, AL 107107 $736 $736 0.00% Reduced -581 -581
68 GAMMA Investing LLC 0.00% of their portfolio FOSTER CITY, CA 7373 $502 $502 0.00% Reduced -91 -91
69 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 4040 $275 $275 0.00% New
70 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 2222 $151 $151 0.00% Reduced -62 -62
71 City State Bank 0.00% of their portfolio NORWALK, IA 1010 $69 $69 0.00% Unchanged
72 JFS WEALTH ADVISORS, LLC 0.00% of their portfolio HERMITAGE, PA 77 $49 $49 0.00% Reduced -25 -25
73 True Wealth Design, LLC 0.00% of their portfolio AKRON, OH 55 $35 $35 0.00% Reduced -2 -2
74 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 11 $5 $5 0.00% Unchanged
75 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged