TELEFONICA BRASIL SA VIV
NEW ADR · ADR · CUSIP 87936R205
Brazilian telecommunications company
- SectorCommunication
- IndustryTelephone Communications (No Radiotelephone)
- HeadquartersSão Paulo, Brazil
- Founded1998
- Websitetelefonica.com.br
- 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 ($2.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $15.90. Options: 1 managers hold calls ($3.2k notional), 1 hold puts ($160.7k).
Trends to Q1 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 155 |
| Q4 2022 | 146 |
| Q1 2023 | 169 |
| Q2 2023 | 160 |
| Q3 2023 | 174 |
| Q4 2023 | 180 |
| Q1 2024 | 187 |
| Q2 2024 | 183 |
| Q3 2024 | 169 |
| Q4 2024 | 178 |
| Q1 2025 | 180 |
| Q2 2025 | 190 |
| Q3 2025 | 202 |
| Q4 2025 | 211 |
| Q1 2026 | 226 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2024 | 82 | 97 |
| Q3 2024 | 85 | 79 |
| Q4 2024 | 84 | 74 |
| Q1 2025 | 102 | 66 |
| Q2 2025 | 117 | 58 |
| Q3 2025 | 109 | 83 |
| Q4 2025 | 109 | 88 |
| Q1 2026 | 114 | 100 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2025 | $13.0k | $5.0k | 0.38 |
| Q3 2025 | $15.0k | $0 | 0.00 |
| Q4 2025 | $227.7k | $3.6k | 0.02 |
| Q1 2026 | $3.2k | $160.7k | 50.50 |
Biggest buyers
| BlackRock, Inc. | Added | +919.0k |
| Invesco Ltd. | Added | +631.3k |
| Robeco Institutional Asset Management B.V. | Added | +565.8k |
| Connor, Clark & Lunn Investment Management Ltd. | Added | +456.8k |
| GOLDMAN SACHS GROUP INC | Added | +453.3k |
| Qube Research & Technologies Ltd | Added | +430.3k |
| TrueMark Investments, LLC | New | +267.4k |
| OPAL CAPITAL LLC | New | +267.4k |
| JANE STREET GROUP, LLC | Added | +243.6k |
| Tidal Investments LLC | Added | +235.4k |
Biggest sellers
| BANK OF AMERICA CORP /DE/ | Reduced | -795.3k |
| MORGAN STANLEY | Reduced | -558.7k |
| TWO SIGMA ADVISERS, LP | Sold out | -439.4k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -397.9k |
| AMERIPRISE FINANCIAL INC | Reduced | -325.7k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | -273.5k |
| BARCLAYS PLC | Reduced | -262.1k |
| TWO SIGMA INVESTMENTS, LP | Reduced | -233.2k |
| Kapitalo Investimentos Ltda | Reduced | -231.4k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Reduced | -197.9k |
Biggest calls
| SIMPLEX TRADING, LLC | Reduced | $3.2k200 shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $160.7k10.1k 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 Q1 2026
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 2026.
Holders, Q1 2026
| Manager | Shares | Change |
|---|---|---|
| Robeco Institutional Asset Management B.V. 0.40% of their portfolio | 17.7m $281.8m | Added +565.8k |
| BlackRock, Inc. 0.00% of their portfolio | 7.8m $124.5m | Added +919.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.04% of their portfolio | 4.6m $73.3m | Reduced -397.9k |
| Invesco Ltd. 0.01% of their portfolio | 3.7m $59.3m | Added +631.3k |
| Aberdeen Group plc 0.08% of their portfolio | 3.0m $47.8m | Added +57.2k |
| BRANDES INVESTMENT PARTNERS, LP 0.28% of their portfolio | 2.5m $39.0m | Added +173.0k |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.05% of their portfolio | 1.9m $30.8m | Reduced -273.5k |
| RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio | 1.5m $23.4m | Reduced -23.2k |
| Amundi 0.01% of their portfolio | 1.2m $19.1m | Reduced -60.7k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 1.1m $17.1m | Reduced -233.2k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.07% of their portfolio | 844.6k $13.4m | Reduced -197.9k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 827.5k $13.2m | First filing |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 805.3k $12.8m | Added +61.6k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 717.7k $11.4m | Added +453.3k |
| STRS OHIO 0.04% of their portfolio | 620.6k $9.9m | Reduced -94.5k |
| MORGAN STANLEY 0.00% of their portfolio | 582.8k $9.3m | Reduced -558.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 562.0k $8.9m | Added +700 |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 560.6k $8.9m | Added +33.5k |
| Qube Research & Technologies Ltd 0.01% of their portfolio | 524.9k $8.4m | Added +430.3k |
| Connor, Clark & Lunn Investment Management Ltd. 0.02% of their portfolio | 503.0k $8.0m | Added +456.8k |
| FEDERATED HERMES, INC. 0.01% of their portfolio | 478.4k $7.6m | Added +7.7k |
| Ramirez Asset Management, Inc. 0.90% of their portfolio | 471.8k $7.5m | Added +20.7k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 438.3k $7.0m | Reduced -98.5k |
| Point72 Asset Management, L.P. 0.01% of their portfolio | 424.7k $6.8m | Added +81.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 392.2k $6.2m | Added +2.0k |
| LPL Financial LLC 0.00% of their portfolio | 385.7k $6.1m | Added +53.8k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 357.2k $5.7m | Added +33.8k |
| Creative Planning 0.00% of their portfolio | 343.1k $5.5m | Added +122.1k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 335.4k $5.3m | Added +121.4k |
| Tidal Investments LLC 0.01% of their portfolio | 308.8k $4.8m | Added +235.4k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 278.3k $4.4m | Added +243.6k |
| GABELLI FUNDS LLC 0.03% of their portfolio | 268.0k $4.3m | Unchanged |
| TrueMark Investments, LLC 0.83% of their portfolio | 267.4k $4.3m | New |
| OPAL CAPITAL LLC 0.75% of their portfolio | 267.4k $4.3m | New |
| UBS Group AG 0.00% of their portfolio | 259.2k $4.1m | Added +175.8k |
| Lesa Sroufe & Co 2.48% of their portfolio | 229.3k $3.6m | Added +5.0k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 222.8k $3.5m | Reduced -157.5k |
| BARCLAYS PLC 0.00% of their portfolio | 214.0k $3.4m | Reduced -262.1k |
| Handelsbanken Fonder AB 0.01% of their portfolio | 207.1k $3.3m | Added +115.9k |
| Carrera Capital Advisors 0.49% of their portfolio | 199.1k $3.2m | Reduced -128.0k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 198.3k $3.0m | Added +71.2k |
| FMR LLC 0.00% of their portfolio | 195.8k $3.1m | Added +186.9k |
| Quantinno Capital Management LP 0.01% of their portfolio | 190.3k $3.0m | Added +21.1k |
| AMERICAN CENTURY COMPANIES INC 0.00% of their portfolio | 189.2k $3.0m | Added +7.4k |
| CIBC WORLD MARKET INC. 0.01% of their portfolio | 186.7k $3.0m | Reduced -22.2k |
| Dorsey Wright & Associates 0.35% of their portfolio | 179.7k $2.9m | Added +51.0k |
| Ethic Inc. 0.04% of their portfolio | 174.1k $2.8m | Reduced -12.3k |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC 0.58% of their portfolio | 173.8k $2.8m | Unchanged |
| Caprock Group, LLC 0.06% of their portfolio | 163.9k $2.7m | Reduced -11.6k |
| RITHOLTZ WEALTH MANAGEMENT 0.04% of their portfolio | 161.4k $2.6m | Reduced -13.8k |
| CITIGROUP INC 0.00% of their portfolio | 159.0k $2.5m | Reduced -14.9k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 157.6k $2.5m | Reduced -10.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 151.6k $2.4m | Reduced -795.3k |
| DIVERSIFY WEALTH MANAGEMENT, LLC 0.04% of their portfolio | 150.6k $2.3m | Added +43.9k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 148.1k $2.4m | Added +16.5k |
| Kapitalo Investimentos Ltda 0.37% of their portfolio | 123.7k $2.0m | Reduced -231.4k |
| ABN AMRO Bank N.V. 0.02% of their portfolio | 122.4k $2.0m | Reduced -5.8k |
| Stegent Equity Advisors, Inc. 1.64% of their portfolio | 120.7k $1.9m | Reduced -33.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 118.4k $1.9m | Reduced -109.4k |
| Cerity Partners LLC 0.00% of their portfolio | 116.8k $1.9m | Reduced -8.7k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 111.9k $1.8m | Reduced -53.3k |
| STATE STREET CORP 0.00% of their portfolio | 109.8k $1.8m | Reduced -20.4k |
| HANTZ FINANCIAL SERVICES, INC. 0.03% of their portfolio | 105.4k $1.7m | Reduced -389 |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 105.4k $1.7m | Added +31.4k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 99.0k $1.6m | New |
| Vident Advisory, LLC 0.01% of their portfolio | 97.3k $1.5m | Added +8.8k |
| DGS Capital Management, LLC 0.25% of their portfolio | 96.1k $1.5m | Reduced -14.1k |
| Aquatic Capital Management LLC 0.04% of their portfolio | 93.0k $1.5m | New |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 91.5k $1.5m | Added +22.5k |
| Laird Norton Wetherby Trust Company, LLC 0.03% of their portfolio | 91.1k $1.5m | Added +2.3k |
| Tredje AP-fonden 0.01% of their portfolio | 84.4k $1.3m | New |
| Legal & General Group Plc 0.00% of their portfolio | 84.0k $1.3m | Unchanged |
| Cetera Investment Advisers 0.00% of their portfolio | 83.3k $1.3m | Reduced -3.4k |
| AdvisorShares Investments LLC 0.24% of their portfolio | 83.1k $1.3m | Reduced -794 |
| BAROMETER CAPITAL MANAGEMENT INC. 0.44% of their portfolio | 80.5k $1.3m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 77.7k $1.2m | Added +11.8k |
| Point Nemo Capital, LLC 0.79% of their portfolio | 75.6k $1.2m | New |
| V-Square Quantitative Management LLC 0.13% of their portfolio | 74.5k $1.2m | Unchanged |
| Abacus Wealth Partners, LLC 0.11% of their portfolio | 74.5k $1.2m | Reduced -14.2k |
| Kathmere Capital Management, LLC 0.07% of their portfolio | 72.9k $1.2m | Added +1.7k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 72.4k $1.2m | First filing |
| Schonfeld Strategic Advisors LLC 0.01% of their portfolio | 69.7k $1.1m | New |
| Vanguard Personalized Indexing Management, LLC 0.01% of their portfolio | 62.3k $991.8k | Added +2.4k |
| Legacy Wealth Asset Management, LLC 0.24% of their portfolio | 61.8k $983.5k | Reduced -385 |
| Modern Wealth Management, LLC 0.02% of their portfolio | 61.5k $995.7k | Reduced -1.5k |
| TRUIST FINANCIAL CORP 0.00% of their portfolio | 60.5k $962.6k | Reduced -3.5k |
| Brooklyn Investment Group 0.03% of their portfolio | 57.6k $916.5k | Added +11.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 56.0k $890.4k | Reduced -45.4k |
| Ballentine Partners, LLC 0.01% of their portfolio | 55.0k $874.3k | Added +2.3k |
| Callan Family Office, LLC 0.02% of their portfolio | 53.0k $843.5k | Added +3.3k |
| Northwest & Ethical Investments L.P. 0.02% of their portfolio | 52.0k $826.6k | New |
| Vestmark Advisory Solutions, Inc. 0.01% of their portfolio | 48.9k $777.6k | New |
| Mariner, LLC 0.00% of their portfolio | 47.4k $754.1k | Reduced -852 |
| Baird Financial Group, Inc. 0.00% of their portfolio | 46.6k $741.7k | Added +817 |
| PINEBRIDGE INVESTMENTS LLC 0.01% of their portfolio | 46.6k $741.5k | Reduced -21.6k |
| US BANCORP \DE\ 0.00% of their portfolio | 46.4k $738.9k | Added +20 |
| Engineers Gate Manager LP 0.01% of their portfolio | 41.2k $656.2k | Added +8.7k |
| VPR Management LLC 0.26% of their portfolio | 41.2k $655.3k | Unchanged |
| Optiver Holding B.V. 0.02% of their portfolio | 41.2k $655.1k | Reduced -34.6k |
| Bleakley Financial Group, LLC 0.01% of their portfolio | 40.0k $635.7k | Added +12.1k |