Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

TELECOM ARGENTINA SA (TEO)

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

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +16
Streak
3Q ▲
Buyers last Q
55%

Smart Money Signals — TEO

Based on 59 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 3 quarters in a row

last 6Q
For 3 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
59 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 — +51% more funds vs a year ago

fund count last 6Q
+20 new funds entered over the past year (+51% 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.
🟡

Slight buying edge — 55% buying

32 buying26 selling
Last quarter: 32 funds bought or added vs 26 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+13 vs last Q)

new funds entering per quarter
Funds opening a new TEO position: 11 → 14 → 10 → 23. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

51% of holders stayed for 2+ years

51% conviction (2yr+) 19% medium 31% new
30 out of 59 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.
💎

Buying through price weakness — shares +3%, value -99%

Value
-99%
Shares
+3%
Last quarter: funds added +3% more shares while total portfolio value only changed -99%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

10 → 11 → 14 → 10 → 23 new funds/Q
New funds entering each quarter: 11 → 14 → 10 → 23. A growing number of institutions are discovering TEO each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 68% of holders stayed 2+ years

68% veterans 5% 1-2yr 27% new
Of 59 current holders: 40 (68%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
10 of 59 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.4
out of 10
Moderate Exit Risk
Exit risk score 4.4/10 — 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.

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

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 1 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
1.2
/ 10
conviction
Hedge Fund Positioning: TEO
2026 Q1 Stats Unlock in 22 days 59 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 59 45 31.11%
13F Shares 10M 10M 2.97%
Total Value $114M $19.17B -99.41%
New Positions 23 10 +13
Increased Positions 10 11 -1
Closed Positions 7 9 -2
Reduced Positions 19 20 -1
Total Calls 1 1 -
Total Puts 0 2 -100.0%
PUT/CALL Ratio 0.0 2.0 Bullish

Statistics: TEO

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Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

59 + investors

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

Top 10 institutional holders of TEO — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 RWC Asset Management LLP 0.63% 1,283,033 $15.0M
2 Verde Servicos Internacionais S.A. 0.21% 60,000
3 PING CAPITAL MANAGEMENT, INC. 0.07% 20,700 $242K
4 Y-Intercept (Hong Kong) Ltd 0.00% 21,330 $249K
5 GAMMA Investing LLC 0.00% 2,326 $27K
6 Pictet Asset Management Holding SA 0.00% 48,028 $561K
7 SBI Securities Co., Ltd. 0.00% 36
8 Blue Trust, Inc. 0.00% 17
9 Stone House Investment Management, LLC 0.00% 1
10 Activest Wealth Management 0.00% 1
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 — 3 quarters in a row: For 3 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?

Slight buying edge — 55% buying: Last quarter: 32 funds bought or added vs 26 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for TEO holders?

Strong quality — 35% AUM from major funds: 10 of 59 holders rank in the top 100 by AUM, accounting for 35% 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?

51% of holders stayed for 2+ years: 30 out of 59 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.