SPX Gestao de Recursos Ltda Quant / Systematic

CIK: 0001589176 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Nov 7, 2018

Total Value ($000): $146,640,512,550

Holdings (46)

BAC BANK OF AMERICA CORP COM STK 22.3%
Value ($000) $32,664,993,360 Shares 1,158,744 Est. Cost $24.85 Unrealized 0.0%
EBAY EBAY INC COM STK 20.3%
Value ($000) $29,747,667,740 Shares 820,399 Est. Cost $34.63 Unrealized 0.0%
VALE VALE SA ADR 16.8%
Value ($000) $24,618,079,340 Shares 1,920,287 Est. Cost $4819900.00 Unrealized
FIBRIA CELULOSE SASPON ADR 7.4%
Value ($000) $10,805,753,530 Shares 581,267 Est. Cost $19.50 Unrealized
BBD BANCO BRADESCO SA BRAD ADR 5.7%
Value ($000) $8,376,855,760 Shares 1,221,116 Est. Cost $2241856.50 Unrealized
ROYAL DUTCH SHELL PLC ADR 4.6%
Value ($000) $6,713,440,790 Shares 96,973 Est. Cost $63.81 Unrealized
BMA BANCO MACRO BANSUD S A SPON ADR B 3.2%
Value ($000) $4,731,360,410 Shares 80,479 Est. Cost $107.97 Unrealized
LOMA LOMA NGR ARG SCD 3.1%
Value ($000) $4,617,000,000 Shares 450,000 Est. Cost $23.04 Unrealized
IRSA PROPIEDADES COMERCIALES S ADR 2.4%
Value ($000) $3,558,550,710 Shares 114,829 Est. Cost $54.81 Unrealized
SBS CIA SANEAMENTO BASICO DO ESTAD ADR 1.9%
Value ($000) $2,824,700,000 Shares 470,000 Est. Cost $10.59 Unrealized
CEPU CENTRAL PUERTO 1.6%
Value ($000) $2,277,000,000 Shares 230,000 Est. Cost $17.00 Unrealized
BRF BRASIL FOODS SA ADR 1.2%
Value ($000) $1,828,892,520 Shares 390,789 Est. Cost $4680000.00 Unrealized
GGB GERDAU SA COSG ADR 1.1%
Value ($000) $1,593,000,000 Shares 450,000 Est. Cost $3.60 Unrealized
TV GRUPO TELEVISA SA ADR 0.9%
Value ($000) $1,326,500,000 Shares 70,000 Est. Cost $17.39 Unrealized
PBR/A PETROLEO BRASILEIRO SA PETROBR ADR 0.9%
Value ($000) $1,318,441,800 Shares 149,145 Est. Cost $8840000.00 Unrealized
AZUL SA 0.9%
Value ($000) $1,305,707,960 Shares 79,811 Est. Cost $16360000.00 Unrealized
TEO TELECOM ARGENTINA SA ADR 0.8%
Value ($000) $1,112,333,480 Shares 62,702 Est. Cost $17740000.00 Unrealized
CX CEMEX SAB DE CV ADR 0.7%
Value ($000) $984,000,000 Shares 150,000 Est. Cost $7.18 Unrealized
ENIC ENEL CHILE SA 0.6%
Value ($000) $866,663,600 Shares 177,595 Est. Cost $4880000.00 Unrealized
CPA COPA HOLDINGS SA COM STK 0.6%
Value ($000) $842,118,000 Shares 8,900 Est. Cost $104.71 Unrealized -14.4%
CCU CIA CERVECERIAS UNIDAS SA CERV ADR 0.5%
Value ($000) $748,200,000 Shares 30,000 Est. Cost $24940000.00 Unrealized
CIG CIA ENERGETICA DE MINAS GERAIS ADR 0.5%
Value ($000) $736,000,000 Shares 400,000 Est. Cost $2.58 Unrealized
GRUPO FINANCIERO SANTANDER MEX ADR 0.5%
Value ($000) $669,000,000 Shares 100,000 Est. Cost $6690000.00 Unrealized
YPF YPF ADR CL D 0.4%
Value ($000) $543,200,000 Shares 40,000 Est. Cost $13580000.00 Unrealized
ABEV COMPANHIA DE BEBIDAS DAS AMERICAS AMBEV 0.3%
Value ($000) $411,722,750 Shares 88,925 Est. Cost $7.27 Unrealized
PUT ERJ 100 @ 25 EXP 10192018 0.3%
Value ($000) $380,093,300 Shares 1,419 Est. Cost $267859970.00 Unrealized
PUT AAPL 100 @ 180EXP 07062018 0.2%
Value ($000) $266,039,900 Shares 6,000 Est. Cost $44339984.00 Unrealized
PUT GGAL 100 @ 50 EXP 07202018 0.2%
Value ($000) $258,704,000 Shares 152 Est. Cost $1702000000.00 Unrealized
PUT TEO 100 @ 20 EXP 07202018 0.1%
Value ($000) $177,387,400 Shares 625 Est. Cost $283819840.00 Unrealized
BAK BRASKEM SA ADR 0.1%
Value ($000) $140,322,000 Shares 5,397 Est. Cost $26000000.00 Unrealized
PUT ERJ 100@22 12EXP 01182019 0.1%
Value ($000) $76,108,100 Shares 391 Est. Cost $194649870.00 Unrealized
PUT ERJ 100 @ 25 EXP 01182019 0.0%
Value ($000) $50,211,300 Shares 169 Est. Cost $297108300.00 Unrealized
PUT ERJ 100@22 12EXP 10192018 0.0%
Value ($000) $28,829,100 Shares 184 Est. Cost $156679890.00 Unrealized
PUT ERJ 100 @ 20 EXP 01182019 0.0%
Value ($000) $12,485,900 Shares 120 Est. Cost $104049170.00 Unrealized
PUT BAP 100 @ 220 EXP 07202018 0.0%
Value ($000) $9,076,800 Shares 41 Est. Cost $221385360.00 Unrealized
CALL TEO 100 @ 20 EXP 07202018 0.0%
Value ($000) $7,603,600 Shares 380 Est. Cost $20009474.00 Unrealized
TX TERNIUM SA ADR 0.0%
Value ($000) $6,964,000 Shares 200 Est. Cost $34820000.00 Unrealized
CALL TEO 100@22 12EXP 08172018 0.0%
Value ($000) $2,532,500 Shares 125 Est. Cost $20260000.00 Unrealized
CIG/C COMPNHIA ENRG C 0.0%
Value ($000) $1,032,000 Shares 600 Est. Cost $1720000.00 Unrealized
PUT ERJ 100@22 12EXP 07202018 0.0%
Value ($000) $550,000 Shares 11 Est. Cost $50000000.00 Unrealized
CALL YPF 100 @ 16 EXP 07202018 0.0%
Value ($000) $379,100 Shares 98 Est. Cost $3868367.20 Unrealized
PUT ERJ 100 @ 20 EXP 10192018 0.0%
Value ($000) $338,300 Shares 3 Est. Cost $112766664.00 Unrealized
CALL TEO 100@22 12EXP 07202018 0.0%
Value ($000) $326,700 Shares 21 Est. Cost $15557143.00 Unrealized
CALL GGAL 100 @ 50 EXP 07202018 0.0%
Value ($000) $228,000 Shares 114 Est. Cost $2000000.00 Unrealized
CALL GGAL 100 @ 55 EXP 07202018 0.0%
Value ($000) $97,900 Shares 280 Est. Cost $349642.84 Unrealized
CALL YPF 100@16 12EXP 07202018 0.0%
Value ($000) $20,900 Shares 11 Est. Cost $1900000.00 Unrealized