Smart Money Radar / Tickers / TEO

TEO Telecommunication Services

CROWD: RED Active holders jumped 23 to 23 recently. Ten years of our own data says fast institutional pile-ins mark late money, not early money. Careful chasing this.
Active holders
23
of 63 total, index funds excluded
This quarter
+6
6 out
Conviction
9 bps
median holder weight: token bet
Streak
0q
consecutive rising quarters

The crowd, 2016 to now

active holders per quarter
2016Mar 2026
Holdings as of Mar 31, 2026, filed by May 16, 2026. Counts for the newest quarter keep settling for a few weeks as amendments land.

The tide

funds in (up) vs out (down)
Jun 23 Mar 26

Top holders

by reported value · $171M held
FundValueNote
Fourth Sail Capital LP $29M
MIRAE ASSET GLOBAL ETFS HOL… $22M
Howard Marks $19M famous whale
RWC Asset Management LLP $15M
Sagil Capital LLP $14M fast money
MORGAN STANLEY $11M
WEXFORD CAPITAL LP $9M fast money
SPX Gestao de Recursos Ltda $9M
MARSHALL WACE, LLP $5M
Discerene Group LP $5M

Tourists vs true believers

every holder a dot · right = bigger bet in their own book, up = patient money
TOURISTS: small bets, fast churn BELIEVERS: real weight, patient books POSITION WEIGHT IN THE HOLDER'S OWN BOOK (LOG) PATIENCE
Hover any dot for the fund and its bet size. Patience is measured from each filer's actual quarter-to-quarter turnover across our whole database.