Investments: BW Gestao de Investimentos Ltda.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
3.879.611.417 $+1.762.025.796 $2.067.467.824 $+258.601.682 $1.825.527.138 $-34.572.586 $2.026.214.410 $+2.026.214.410 $
BANK OF AMERICA CORP /DE/BAC2.983.503.485 $+1.463.458.094 $1.520.045.391 $+330.186.573 $1.189.858.818 $-187.956.002 $1.377.814.820 $+1.377.814.820 $
BlackRock, Inc.BLK34.112.988 $-27.890.812 $62.003.800 $-38.928.450 $100.932.250 $-94.282.750 $195.215.000 $+195.215.000 $
TENET HEALTHCARE CORPTHC71.029.483 $-15.464.542 $86.494.025 $-41.960.455 $128.454.480 $+43.748.397 $84.706.083 $+84.706.083 $
MICRON TECHNOLOGY INCMU125.524.174 $+125.524.174 $
ORACLE CORPORCL4.005.206 $-71.559.303 $75.564.509 $+75.564.509 $
Shift4 Payments, Inc.FOUR43.435.950 $-5.545.711 $48.981.661 $-22.568.524 $71.550.185 $+7.326.125 $64.224.060 $+64.224.060 $
CVS HEALTH CorpCVS15.872.000 $-7.498.900 $23.370.900 $-25.604.900 $48.975.800 $+38.813.300 $10.162.500 $+10.162.500 $
PG&E CorpPCG14.877.413 $-27.346.587 $42.224.000 $+3.192.000 $39.032.000 $+39.032.000 $
PERRIGO Co plcPRGO17.776.800 $-17.456.990 $35.233.790 $-4.031.891 $39.265.681 $+2.857.311 $36.408.370 $+36.408.370 $
Talen Energy CorpTLN21.769.583 $-10.528.637 $32.298.220 $+32.298.220 $
EchoStar CORPSATS28.247.978 $+28.247.978 $
MICROSOFT CORPMSFT14.496.993 $+3.073.088 $11.423.905 $-16.274.371 $27.698.276 $+12.642.885 $15.055.391 $+15.055.391 $
AMAZON COM INCAMZN9.929.646 $+2.152.477 $7.777.169 $-18.877.838 $26.655.007 $+17.012.250 $9.642.757 $+9.642.757 $
Birkenstock Holding plcBIRK17.375.752 $-5.524.142 $22.899.894 $-3.193.735 $26.093.629 $+10.127.513 $15.966.116 $+15.966.116 $
Alcoa CorpAA4.115.959 $-18.578.141 $22.694.100 $+22.694.100 $
CAMECO CORPCCJ21.312.504 $+9.991.404 $11.321.100 $+8.351.900 $2.969.200 $+2.969.200 $
LINDE PLCLIN20.466.720 $+20.466.720 $
Owens CorningOC20.370.240 $+20.370.240 $
ALBEMARLE CORPALB18.705.440 $+14.900.356 $3.805.084 $-4.602.027 $8.407.111 $+8.407.111 $
EQT CorpEQT13.710.880 $-4.415.018 $18.125.898 $+12.585.440 $5.540.458 $-550.615 $6.091.073 $+6.091.073 $
JPMORGAN CHASE & COJPM18.082.020 $+18.082.020 $
CONSOLIDATED EDISON INCED17.983.376 $+17.983.376 $
XCEL ENERGY INCXEL17.907.874 $+17.907.874 $
SHERWIN WILLIAMS COSHW17.890.992 $+15.185.316 $2.705.676 $-1.728.475 $4.434.151 $+1.583.364 $2.850.787 $+2.850.787 $
CI&T IncCINT8.183.407 $-4.447.880 $12.631.287 $-4.578.134 $17.209.421 $+1.449.582 $15.759.839 $+15.759.839 $
SEMPRASRE16.629.157 $+16.629.157 $
FIRSTENERGY CORPFE15.172.463 $+15.172.463 $
CLARIVATE PLCCLVT14.513.372 $+3.540.342 $10.973.030 $-1.346.560 $12.319.590 $-543.988 $12.863.578 $+12.863.578 $
APi Group CorpAPG14.276.465 $+14.276.465 $
TECK RESOURCES LTDTECK14.202.804 $+10.414.448 $3.788.356 $+3.788.356 $
BARRICK MINING CORPB13.324.514 $+10.047.514 $3.277.000 $+3.277.000 $
PROSPERITY BANCSHARES INCPB12.085.058 $+12.085.058 $
Parker-Hannifin CorpPH12.049.663 $+12.049.663 $
IDACORP INCIDA11.484.054 $+11.484.054 $
ALPHA PRO TECH LTDAPT11.291.232 $+6.718.373 $4.572.859 $+4.572.859 $
CURTISS WRIGHT CORPCW10.743.701 $+4.228.421 $6.515.280 $+2.802.300 $3.712.980 $+3.712.980 $
CARNIVAL CORPCCL4.625.600 $-6.059.972 $10.685.572 $+6.974.852 $3.710.720 $+3.710.720 $
FREEPORT-MCMORAN INCFCX10.510.381 $+5.803.981 $4.706.400 $+3.059.100 $1.647.300 $+1.647.300 $
TIMKEN COTKR10.493.535 $+10.493.535 $
Skeena Resources LtdSKE10.397.228 $+10.397.228 $
CONSTELLIUM SECSTM10.297.190 $+10.297.190 $
JBS N.V.JBS9.883.660 $+1.088.440 $8.795.220 $+8.795.220 $
CELESTICA INCCLS9.216.824 $+3.303.704 $5.913.120 $-2.391.932 $8.305.052 $+6.508.184 $1.796.868 $+1.796.868 $
CITIGROUP INCC9.141.145 $+9.141.145 $
ArcelorMittalMT9.114.000 $+9.114.000 $
Caesars Entertainment, Inc.CZR9.102.400 $+9.102.400 $
APPFOLIO INCAPPF9.098.067 $+7.069.684 $2.028.383 $+393.999 $1.634.384 $-135.104 $1.769.488 $+1.769.488 $
Hewlett Packard Enterprise CoHPE3.225.478 $-5.616.122 $8.841.600 $+6.510.300 $2.331.300 $+2.331.300 $
DELTA AIR LINES, INC.DAL8.536.200 $+8.536.200 $
MORGAN STANLEYMS8.334.146 $+8.334.146 $
CENTERPOINT ENERGY INCCNP8.204.300 $+8.204.300 $
DECKERS OUTDOOR CORPDECK4.043.337 $-4.096.431 $8.139.768 $+8.139.768 $
PAN AMERICAN SILVER CORPPAAS8.081.324 $+3.764.552 $4.316.772 $+4.316.772 $
TTM TECHNOLOGIES INCTTMI8.067.549 $+6.685.149 $1.382.400 $+1.382.400 $
Paramount Skydance CorpPSKY7.569.848 $+7.569.848 $
Amrize LtdAMRZ7.109.195 $+7.109.195 $
Sportradar Group AGSRAD5.558.448 $+2.868.394 $2.690.054 $-4.245.706 $6.935.760 $+6.278.512 $657.248 $+657.248 $
TransUnionTRU6.684.041 $+6.684.041 $
ENDEAVOUR SILVER CORPEXK6.435.513 $+6.435.513 $
Hamilton Lane INCHLNE6.111.105 $+6.111.105 $
STIFEL FINANCIAL CORPSF6.010.560 $+6.010.560 $
AES CORPAES5.956.922 $+5.956.922 $
ANTERO RESOURCES CorpAR5.279.134 $-479.796 $5.758.930 $+5.758.930 $
Roblox CorpRBLX5.540.800 $+3.142.240 $2.398.560 $+2.398.560 $
IAMGOLD CORPIAG2.570.709 $-2.601.291 $5.172.000 $+5.172.000 $
AGNICO EAGLE MINES LTDAEM5.056.800 $+2.345.196 $2.711.604 $+2.711.604 $
VTEXVTEX3.069.316 $-1.859.280 $4.928.596 $+4.658.365 $270.231 $+270.231 $
ADVANCED MICRO DEVICES INCAMD4.852.980 $+4.852.980 $
Nu Holdings Ltd.NU4.803.000 $+4.803.000 $
GAP INCGAP1.996.006 $-2.697.159 $4.693.165 $+4.693.165 $
YPF SOCIEDAD ANONIMAYPF4.639.390 $+4.639.390 $
Moelis & CoMC4.399.360 $+4.399.360 $
RALPH LAUREN CORPRL4.178.256 $+4.178.256 $
ALAMOS GOLD INCAGI4.037.120 $+4.037.120 $
MERCADOLIBRE INCMELI3.972.718 $+3.972.718 $
Viking Holdings LtdVIK3.340.703 $+3.340.703 $
AppLovin CorpAPP3.020.658 $+3.020.658 $
CHIPOTLE MEXICAN GRILL INCCMG2.889.922 $+931.732 $1.958.190 $+1.958.190 $
TEREX CORPTEX2.669.000 $+2.669.000 $
YUM BRANDS INCYUM2.470.552 $+2.470.552 $
GULFPORT ENERGY CORPGPOR2.454.282 $+1.674.077 $780.205 $+780.205 $
Sea LtdSE1.983.448 $+1.983.448 $
Aris Mining CorpARIS1.960.000 $+1.960.000 $
KIRBY CORPKEX1.856.533 $+1.856.533 $
Xerox Holdings CorpXRX1.659.000 $+1.659.000 $
Bitdeer Technologies GroupBTDR1.367.217 $+1.367.217 $
URANIUM ENERGY CORPUEC1.334.000 $+654.000 $680.000 $+680.000 $
COPART INCCPRT730.343 $-108.572 $838.915 $-76.486 $915.401 $+915.401 $
EDENOREDN385.641 $-176.295 $561.936 $+561.936 $
Walmart Inc.WMT434.165 $+434.165 $
NVIDIA CORPNVDA411.844 $+411.844 $
CATERPILLAR INCCAT389.552 $+389.552 $
AbbVie Inc.ABBV249.511 $+249.511 $
3.879.611.417 $+1.762.025.796 $2.067.467.824 $+258.601.682 $1.825.527.138 $-34.572.586 $2.026.214.410 $+2.026.214.410 $
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