Equal-WT
WhaleScore 2.0
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BW Gestao DE Investimentos Ltda. is based out of Sao Paulo. BW Gestao DE Investimentos Ltda. is a registered investment advisory firm Their last reported 13F filing for Q4 2024 included $3,137,414,836 in managed 13F securities
and a top 10 holdings concentration of 71.79%. BW Gestao DE Investimentos Ltda.'s largest holding is iShares Core S&P 500 ETF with shares held of 2,171,290. Whalewisdom has at least 47 13F filings, and 4 13G filings
2024-12-31
Top Buys (13F)
| Name | % Change |
|---|---|
| IVV iShares Core S&P 500 | 40.74% |
| SPY SPDR S&P 500 ETF TRU (PUT) | 7.94% |
| EWZ iShares MSCI Brazil (CALL) | 4.81% |
| MDY S&P MidCap 400 ETF | 4.02% |
| QQQ Invesco QQQ Trust, S (PUT) | 1.96% |
2024-12-31
Top Sells (13F)
| Name | % Change |
|---|---|
| IWM iShares Russell 2000 (PUT) | 17.76% |
| SLV iShares Silver Trust (CALL) | 8.35% |
| HYG iShares iBoxx USD Hi (PUT) | 4.86% |
| ASHR Xtrackers Harvest CS (CALL) | 4% |
| ITB iShares U.S. Home Co (PUT) | 3.01% |
2024-12-31
13F Holdings Summary
| Name | $ Change |
|---|---|
| IVV iShares Core S&P 500 | 40.74% |
| SPY SPDR S&P 500 ETF TRU(PUT) | 7.94% |
| IWM iShares Russell 2000(PUT) | 6.34% |
| EWZ iShares MSCI Brazil (CALL) | 4.81% |
| MDY S&P MidCap 400 ETF | 4.02% |
2024-12-31
13F Activity
| Market Value | $3.14b, Prior: $1.43b |
| Inflows (Outflows) as % of Total MV | +40.2412% |
| New Purchases | 83 stocks |
| Added To | 19 stocks |
| Sold out of | 31 stocks |
| Reduced holdings in | 24 stocks |
| Top 10 Holdings % | 71.79% |
| Turnover %[1] | 71.25% |
| Turnover Alt %[2] | 23.55% |
| Time Held Top 20 | 0.85 quarters |
| Time Held Top 10 | 0.8 quarters |
| Time Held All | 2.74 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-12-31
13F Sector Allocation Over Time
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2024-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-12-31