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 ($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
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 |
| Q3 2024 | 75 |
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 |
| Q3 2024 | 37 | 38 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $0 | $0 | — |
| Q1 2024 | $53.2k | $53.2k | 1.00 |
| Q2 2024 | $0 | $13.9k | — |
| Q3 2024 | $0 | $0 | — |
Biggest buyers
| Soapstone Management L.P. | Added | +350.0k |
| ANTIPODES PARTNERS Ltd | Added | +142.5k |
| MORGAN STANLEY | Added | +126.9k |
| Orbis Allan Gray Ltd | Added | +103.9k |
| Walleye Capital LLC | New | +77.8k |
| VANGUARD GROUP INC | Added | +37.1k |
| Centiva Capital, LP | Added | +32.3k |
| Optiver Holding B.V. | Added | +26.1k |
| Creative Planning | Added | +19.0k |
| THORNBURG INVESTMENT MANAGEMENT INC | Added | +17.8k |
Biggest sellers
| Coronation Fund Managers Ltd. | Reduced | -550.9k |
| RENAISSANCE GROUP LLC | Sold out | -458.3k |
| BARINGS LLC | Sold out | -403.0k |
| DIMENSIONAL FUND ADVISORS LP | Reduced | -172.4k |
| MACQUARIE GROUP LTD | Reduced | -155.9k |
| SEI INVESTMENTS CO | Reduced | -150.9k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -87.1k |
| SPX Gestao de Recursos Ltda | Sold out | -81.7k |
| BANK OF AMERICA CORP /DE/ | Reduced | -56.3k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -40.8k |
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 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
| Manager | Shares | Change |
|---|---|---|
| Coronation Fund Managers Ltd. 2.63% of their portfolio | 6.9m $47.4m | Reduced -550.9k |
| Orbis Allan Gray Ltd 0.25% of their portfolio | 6.9m $47.4m | Added +103.9k |
| Soapstone Management L.P. 7.72% of their portfolio | 1.4m $9.3m | Added +350.0k |
| VANGUARD GROUP INC 0.00% of their portfolio | 1.2m $8.0m | Added +37.1k |
| ANTIPODES PARTNERS Ltd 0.27% of their portfolio | 1.1m $7.9m | Added +142.5k |
| Amundi 0.00% of their portfolio | 712.5k $4.4m | Reduced -20.3k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 623.6k $4.3m | Reduced -172.4k |
| BlackRock, Inc. 0.00% of their portfolio | 513.6k $3.5m | First filing |
| MORGAN STANLEY 0.00% of their portfolio | 428.9k $3.0m | Added +126.9k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 304.0k $2.1m | Added +2.6k |
| BTG Pactual Asset Management US LLC 0.21% of their portfolio | 206.9k $1.4m | Unchanged |
| MACQUARIE GROUP LTD 0.00% of their portfolio | 200.7k $1.4m | Reduced -155.9k |
| STRS OHIO 0.00% of their portfolio | 180.0k $1.2m | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. 0.02% of their portfolio | 151.3k $1.0m | Added +13.0k |
| BRANDES INVESTMENT PARTNERS, LP 0.01% of their portfolio | 120.1k $826.6k | Reduced -23.8k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 110.5k $759.3k | Added +6.7k |
| THORNBURG INVESTMENT MANAGEMENT INC 0.01% of their portfolio | 85.7k $589.6k | Added +17.8k |
| Walleye Capital LLC 0.01% of their portfolio | 77.8k $534.9k | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 63.1k $434.0k | Reduced -7.8k |
| ROYAL LONDON ASSET MANAGEMENT LTD 0.00% of their portfolio | 62.1k $427.4k | Unchanged |
| Centiva Capital, LP 0.01% of their portfolio | 47.9k $329.3k | Added +32.3k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 41.6k $286.1k | Reduced -150.9k |
| B. Metzler seel. Sohn & Co. Holding AG 0.00% of their portfolio | 37.5k $257.8k | First filing |
| B. Metzler seel. Sohn & Co. AG 0.00% of their portfolio | 37.5k $257.8k | Added +9.0k |
| Creative Planning 0.00% of their portfolio | 36.3k $250.0k | Added +19.0k |
| Optiver Holding B.V. 0.01% of their portfolio | 32.4k $222.8k | Added +26.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 31.4k $215.8k | Reduced -27.2k |
| CW Advisors, LLC 0.00% of their portfolio | 30.9k $212.8k | Added +7.1k |
| TWO SIGMA INVESTMENTS, LP 0.00% of their portfolio | 23.0k $158.0k | Reduced -40.8k |
| Vident Advisory, LLC 0.00% of their portfolio | 20.6k $141.6k | Added +9.5k |
| Pathstone Holdings, LLC 0.00% of their portfolio | 20.3k $139.9k | Reduced -1.8k |
| Vestmark Advisory Solutions, Inc. 0.01% of their portfolio | 20.0k $137.6k | Added +6.5k |
| NewEdge Wealth, LLC 0.00% of their portfolio | 20.0k $137.6k | Added +5.5k |
| Boston Common Asset Management, LLC 0.00% of their portfolio | 18.0k $124.0k | Unchanged |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 16.9k $116.4k | Reduced -32 |
| NORTHERN TRUST CORP 0.00% of their portfolio | 16.1k $110.5k | Reduced -3.9k |
| Corient Private Wealth LP 0.00% of their portfolio | 14.4k $98.9k | New |
| QUADRANT CAPITAL GROUP LLC 0.01% of their portfolio | 14.2k $98.0k | Added +2.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 14.2k $97.4k | Unchanged |
| Privium Fund Management B.V. 0.02% of their portfolio | 13.9k $95.8k | Unchanged |
| Laird Norton Wetherby Wealth Management, LLC 0.00% of their portfolio | 12.8k $87.8k | Added +553 |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 12.7k $87.2k | Reduced -56.3k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 12.4k $93.1k | Reduced -3.6k |
| Mariner, LLC 0.00% of their portfolio | 12.0k $82.6k | New |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.00% of their portfolio | 11.5k $79.3k | Added +96 |
| Sequoia Financial Advisors, LLC 0.00% of their portfolio | 11.1k $76.6k | New |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 10.2k $70.2k | New |
| SIGNATUREFD, LLC 0.00% of their portfolio | 10.1k $69.4k | Added +6.6k |
| CITIGROUP INC 0.00% of their portfolio | 9.6k $66.2k | Reduced -15.5k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 8.8k $60.4k | Added +5.2k |
| UBS Group AG 0.00% of their portfolio | 3.9k $26.9k | Added +2.1k |
| Blue Trust, Inc. 0.00% of their portfolio | 3.7k $34.6k | Added +2.2k |
| CWM, LLC 0.00% of their portfolio | 2.6k $18.0k | Added +2.0k |
| FMR LLC 0.00% of their portfolio | 2.1k $14.7k | Reduced -1.0k |
| US BANCORP \DE\ 0.00% of their portfolio | 1.9k $13.0k | Reduced -3.4k |
| Parallel Advisors, LLC 0.00% of their portfolio | 1.8k $12.4k | Reduced -154 |
| Eagle Bay Advisors LLC 0.00% of their portfolio | 1.7k $11.7k | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 1.6k $11.0k | Reduced -1.1k |
| Allworth Financial LP 0.00% of their portfolio | 955 $6.6k | Added +907 |
| Waldron Private Wealth LLC 0.00% of their portfolio | 937 $6.4k | New |
| Allspring Global Investments Holdings, LLC 0.00% of their portfolio | 873 $6.0k | New |
| Lindbrook Capital, LLC 0.00% of their portfolio | 689 $4.7k | Added +421 |
| WealthCollab, LLC 0.00% of their portfolio | 584 $4.0k | New |
| EverSource Wealth Advisors, LLC 0.00% of their portfolio | 222 $1.5k | Reduced -249 |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 178 $1.2k | Added +60 |
| Avior Wealth Management, LLC 0.00% of their portfolio | 139 $956 | Unchanged |
| Park Place Capital Corp 0.00% of their portfolio | 107 $736 | Reduced -581 |
| GAMMA Investing LLC 0.00% of their portfolio | 73 $502 | Reduced -91 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 40 $275 | New |
| Farther Finance Advisors, LLC 0.00% of their portfolio | 22 $151 | Reduced -62 |
| City State Bank 0.00% of their portfolio | 10 $69 | Unchanged |
| JFS WEALTH ADVISORS, LLC 0.00% of their portfolio | 7 $49 | Reduced -25 |
| True Wealth Design, LLC 0.00% of their portfolio | 5 $35 | Reduced -2 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 1 $5 | Unchanged |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |