Guru Ownership Trend
Guru Analysis for Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS)
Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS), a key player in the Utilities sector, continues to attract institutional attention.
As of Q3 2025, a total of 4 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $120.89 M.
Top institutional holders include Manning & Napier Group and Renaissance Technologies.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $61.29 M net inflow during the quarter.
Recent activity highlights Manning & Napier Group who increased their stake by 444.8%. Conversely, Renaissance Technologies reduced exposure by 3.8%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.98% | Add 444.8% | 3,089,290 | $76.89 M | Q3 2025 | |
| 0.06% | Reduce -3.8% | 1,853,695 | $46.14 M | Q3 2025 | |
| 0.00% | Add 3.1% | 27,587 | $686,640 | Q3 2025 | |
| 0.00% | New Buy | 12,367 | $307,832 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS)
Top Guru holders include Manning & Napier Group ($76.89 M), Renaissance Technologies ($46.14 M), Cliff Asness ($686,640). Collectively, tracked Gurus hold 4.98 M shares.
Based on recent 13F filings, the sentiment is Positive (Net Buy). There was a net inflow of $61.29 M, with 3 Gurus buying and 1 Gurus selling.
In the recent quarter, 1 Gurus reduced their positions, and 0 Gurus sold out of SBS completely. Total sell value was $1.82 M.
Yes, 1 Gurus opened new positions in SBS, and 2 added to their existing holdings. Total buy value was $63.11 M.