Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Telecom Argentina SA (TEO)

67 + Investors. Track Smart Money conviction in TEO. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
5Q ▲
Buyers last Q
60%

Smart Money Signals — TEO

Based on 69 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 5 quarters in a row

last 6Q
For 5 consecutive quarters, more hedge funds added TEO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
69 hedge funds hold TEO right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +64% more funds vs a year ago

fund count last 6Q
+27 new funds entered over the past year (+64% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟢

More buyers than sellers — 60% buying

46 buying31 selling
Last quarter: 46 funds were net buyers (22 opened a brand new position + 24 added to an existing one). Only 31 were sellers (15 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.
📈

More new buyers each quarter (+6 vs last Q)

new funds entering per quarter
Funds opening a new TEO position: 10 → 23 → 16 → 22. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

45% of holders stayed for 2+ years

■ 45% conviction (2yr+) ■ 17% medium ■ 38% new
31 out of 69 hedge funds have held TEO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📈

Growing discovery — still being found

14 → 10 → 23 → 16 → 22 new funds/Q
New funds entering each quarter: 10 → 23 → 16 → 22. A growing number of institutions are discovering TEO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 58% veterans vs 38% newcomers

■ 58% veterans ■ 4% 1-2yr ■ 38% new
Entry-cohort mix of 69 holders: 40 (58%) are 2+ year veterans, 3 entered 1–2 years ago, and 26 (38%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 22% AUM from major funds

22% from top-100 AUM funds
17 of 68 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.7
out of 10
Moderate Exit Risk
Exit risk score 4.7/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — TEO

In 2026 Q2, 46 hedge funds were net buyers of TEO (22 opened a new position, 24 added to an existing one), while 31 reduced or exited (15 trimmed, 16 sold completely) — a 60% buyer ratio, indicating clear institutional accumulation. This marks 5 consecutive quarters of net institutional buying — a persistent conviction signal. 22% of total institutional value in TEO is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 69.

Hedge Fund Ownership: TEO

How many hedge funds hold TEO — quarterly history vs. share price
Quarterly hedge fund ownership of TEO vs. share price

Market Analysis: TEO

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: TEO

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 1 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
1.8
/ 10
conviction
Hedge Fund Positioning: TEO
67 + Investors

Track Smart Money conviction in TEO. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 67 63 6.35%
13F Shares 15M 15M 0.46%
Total Value $188M $169M 11.47%
New Positions 22 16 +6
Increased Positions 23 25 -2
Closed Positions 17 12 +5
Reduced Positions 15 13 +2
Total Calls 1 0 100%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: TEO

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

67 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in TEO. Verified SEC 13F-HR filings.

QUARTER:
Top 25 TEO holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fundamenta Capital S.A. 5.26% 697,869 $9.1M
2 SPX Gestao de Recursos Ltda 3.36% 2,320,411 $30.2M
3 ABS Investment Management LLC 1.90% 233,278 $3.0M
4 ABS Direct Equity Fund LLC 1.90% 233,278 $3.0M
5 Wexford Capital LP 1.11% 665,053 $8.6M
6 RWC Asset Management LLP 0.63% 1,283,341 $16.7M
7 Discerene Group LP 0.61% 414,244 $5.4M
8 Absolute Gestao de Investimentos Ltda. 0.29% 222,922 $2.9M
9 Mirabella Financial Services LLP 0.24% 189,455 $2.5M
10 Itau Unibanco Holding S.A. 0.07% 290,424 $3.8M
11 Ping Capital Management, INC. 0.07% 20,700 $269K
12 Capital Wealth Planning, LLC 0.06% 947,500 $12.3M
13 Independent Wealth Network Inc. 0.05% 14,904 $194K
14 XP Advisory US, Inc. 0.04% 6,300 $82K
15 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% 2,038,489 $26.5M
16 CenterBook Partners LP 0.03% 41,647 $541K
17 Y-Intercept (Hong Kong) Ltd 0.03% 101,416 $1.3M
18 Oaktree Capital Management LP 0.02% 116,105 $1.5M
19 Voleon Capital Management LP 0.02% 72,486 $942K
20 Engineers Gate Manager LP 0.01% 86,936 $1.1M
21 Aquatic Capital Management LLC 0.01% 27,160 $353K
22 XTX Topco Ltd 0.01% 58,364 $759K
23 Prelude Capital Management, LLC 0.01% 10,000 $130K
24 Marshall Wace, LLP 0.00% 453,296 $5.9M
25 Centiva Capital, LP 0.00% 33,803 $439K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Telecom Argentina SA (TEO)

What does the Smart Money Trend signal show for TEO?

Buying streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds added TEO than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for TEO?

More buyers than sellers — 60% buying: Last quarter: 46 funds were net buyers (22 opened a brand new position + 24 added to an existing one). Only 31 were sellers (15 trimmed + 16 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TEO holders?

Strong quality — 22% AUM from major funds: 17 of 68 holders rank in the top 100 by AUM, accounting for 22% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held TEO?

45% of holders stayed for 2+ years: 31 out of 69 hedge funds have held TEO for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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