TELECOM ARGENTINA SA TEO
SPON ADR REP B · ADR · CUSIP 879273209
Argentine telecommunications company
- SectorCommunication
- IndustryTelephone Communications (No Radiotelephone)
- HeadquartersBuenos Aires, Argentina
- Founded1990
- Websitetelecom.com.ar
- 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. Holder counts are more reliable. Implied quarter-end price ≈ $6.09. Options: 3 managers hold calls ($51.8k notional), 2 hold puts ($99.9k).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 31 |
| Q4 2022 | 28 |
| Q1 2023 | 34 |
| Q2 2023 | 36 |
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 | 8 | 15 |
| Q1 2023 | 14 | 10 |
| Q2 2023 | 16 | 8 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $82.0k | $0 | 0.00 |
| Q4 2022 | $28.9k | $1.6k | 0.06 |
| Q1 2023 | $74.4k | $70.9k | 0.95 |
| Q2 2023 | $51.8k | $99.9k | 1.93 |
Biggest buyers
| MILLENNIUM MANAGEMENT LLC | New | +150.0k |
| GOLDMAN SACHS GROUP INC | Added | +88.4k |
| Mirae Asset Global Investments Co., Ltd. | Added | +26.7k |
| Invesco Ltd. | Added | +16.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | +9.3k |
| Mariner, LLC | Added | +5.4k |
| Cubist Systematic Strategies, LLC | Added | +3.2k |
| Jump Financial, LLC | Added | +2.3k |
| BNP PARIBAS FINANCIAL MARKETS | Added | +600 |
| SIMPLEX TRADING, LLC | Added | +514 |
Biggest sellers
| MORGAN STANLEY | Reduced | -257.0k |
| VR Advisory Services Ltd | Reduced | -80.9k |
| MARSHALL WACE, LLP | Sold out | -53.8k |
| RENAISSANCE TECHNOLOGIES LLC | Sold out | -21.4k |
| CITADEL ADVISORS LLC | Reduced | -16.9k |
| D. E. Shaw & Co., Inc. | Reduced | -13.0k |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.1k |
| UBS Group AG | Reduced | -370 |
Biggest calls
| GROUP ONE TRADING LLC | Reduced | $32.9k5.4k shares |
| CITADEL ADVISORS LLC | Reduced | $18.9k3.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $99.9k16.4k 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.
Insider purchases and sales in Q2 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 Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| REDWOOD CAPITAL MANAGEMENT, LLC 3.20% of their portfolio | 3.6m $21.8m | Unchanged |
| OAKTREE CAPITAL MANAGEMENT LP 0.17% of their portfolio | 2.0m $12.4m | Unchanged |
| Discerene Group LP 0.53% of their portfolio | 667.9k $4.1m | Unchanged |
| MORGAN STANLEY 0.00% of their portfolio | 353.5k $2.2m | Reduced -257.0k |
| Mirae Asset Global Investments Co., Ltd. 0.00% of their portfolio | 279.4k $1.7m | Added +26.7k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 191.0k $1.2m | Unchanged |
| STOREBRAND ASSET MANAGEMENT AS 0.00% of their portfolio | 162.2k $988.1k | Unchanged |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 150.0k $913.3k | New |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 117.7k $717.1k | Added +88.4k |
| VR Advisory Services Ltd 0.23% of their portfolio | 116.3k $708.0k | Reduced -80.9k |
| Schonfeld Strategic Advisors LLC 0.00% of their portfolio | 75.2k $458.0k | Added +500 |
| Invesco Ltd. 0.00% of their portfolio | 60.5k $368.5k | Added +16.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 51.2k $312.0k | Reduced -16.9k |
| GABELLI FUNDS LLC 0.00% of their portfolio | 31.0k $188.8k | Unchanged |
| Mariner, LLC 0.00% of their portfolio | 29.1k $177.0k | Added +5.4k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 25.5k $155.4k | Added +1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 21.7k $132.0k | Added +9.3k |
| Jump Financial, LLC 0.00% of their portfolio | 19.4k $118.1k | Added +2.3k |
| Cubist Systematic Strategies, LLC 0.00% of their portfolio | 17.6k $107.0k | Added +3.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 16.4k $99.9k | Reduced -1.1k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 12.0k $73.2k | Reduced -13.0k |
| VAN DEN BERG MANAGEMENT I, INC 0.02% of their portfolio | 10.0k $60.9k | Unchanged |
| Stokes Family Office, LLC 0.01% of their portfolio | 10.0k $60.9k | Unchanged |
| BARCLAYS PLC 0.00% of their portfolio | 4.5k $27.4k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 3.8k $23.0k | Added +514 |
| EARNEST PARTNERS LLC 0.00% of their portfolio | 1.5k $9.4k | Unchanged |
| Activest Wealth Management 0.00% of their portfolio | 956 $4.2k | Added +39 |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 647 $3.9k | Added +600 |
| ORG Partners LLC 0.00% of their portfolio | 250 $1.5k | New |
| UBS Group AG 0.00% of their portfolio | 144 $877 | Reduced -370 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 116 $706 | New |
| HOLLENCREST CAPITAL MANAGEMENT 0.00% of their portfolio | 100 $609 | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 90 $548 | Unchanged |
| Legal & General Group Plc 0.00% of their portfolio | 20 $122 | Unchanged |
| FMR LLC 0.00% of their portfolio | 3 $18 | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |