Telecom Argentina SA (TEO) Hedge Fund Ownership (Q2 2026)

Q: Is it too late to buy Telecom Argentina SA (TEO) following the 2026 Q2 hedge fund 13F filings?

As of today, TEO has moved -1.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.0% for the XLC sector ETF — an outperformance of +1.0%. Since the quarter end (June 30, 2026), TEO gained +1.6% vs +3.3% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

Telecom Argentina SA (TEO)

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

Smart Money Signals — TEO

Based on 63 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q

For 4 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

63 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 — +80% more funds vs a year ago

fund count last 6Q

+28 new funds entered over the past year (+80% 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 — 62% buying

41 buying25 selling

Last quarter: 41 funds were net buyers (16 opened a brand new position + 25 added to an existing one). Only 25 were sellers (13 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 14 → 10 → 23 → 16. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

46% of holders stayed for 2+ years

■ 46% conviction (2yr+) ■ 19% medium ■ 35% new

29 out of 63 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.

🚀

Acceleration phase — new buyers rushing in

11 → 14 → 10 → 23 → 16 new funds/Q

New funds entering each quarter: 14 → 10 → 23 → 16. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.

🏛️

Veteran-anchored — 62% veterans vs 35% newcomers

■ 62% veterans ■ 3% 1-2yr ■ 35% new

Entry-cohort mix of 63 holders: 39 (62%) are 2+ year veterans, 2 entered 1–2 years ago, and 22 (35%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

📋

Smaller funds dominant — 17% AUM from top-100

17% from top-100 AUM funds

15 of 63 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

4.9

out of 10

Moderate Exit Risk

Exit risk score 4.9/10 — 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.

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

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

6.35%

13F Shares

15M

0.46%

Total Value

$188M

$169M

11.47%

New Positions

Increased Positions

-2

Closed Positions

Reduced Positions

Total Calls

100%

Total Puts

PUT/CALL Ratio

0.0

Bullish

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:

FILTER:All New Added To Reduced No Change | Overweight >5%

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	Mirabella Financial Services LLP	0.24%	189,455	$2.5M
9	Itau Unibanco Holding S.A.	0.07%	290,424	$3.8M
10	Ping Capital Management, INC.	0.07%	20,700	$269K
11	Capital Wealth Planning, LLC	0.06%	947,500	$12.3M
12	Independent Wealth Network Inc.	0.05%	14,904	$194K
13	XP Advisory US, Inc.	0.04%	6,300	$82K
14	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	0.03%	2,038,489	$26.5M
15	CenterBook Partners LP	0.03%	41,647	$541K
16	Y-Intercept (Hong Kong) Ltd	0.03%	101,416	$1.3M
17	Oaktree Capital Management LP	0.02%	116,105	$1.5M
18	Voleon Capital Management LP	0.02%	72,486	$942K
19	Engineers Gate Manager LP	0.01%	86,936	$1.1M
20	Aquatic Capital Management LLC	0.01%	27,160	$353K
21	XTX Topco Ltd	0.01%	58,364	$759K
22	Prelude Capital Management, LLC	0.01%	10,000	$130K
23	Marshall Wace, LLP	0.00%	453,296	$5.9M
24	Centiva Capital, LP	0.00%	33,803	$439K
25	D. E. Shaw & Co., Inc.	0.00%	484,488	$6.3M

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 — 4 quarters in a row: For 4 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 — 62% buying: Last quarter: 41 funds were net buyers (16 opened a brand new position + 25 added to an existing one). Only 25 were sellers (13 trimmed + 12 sold completely). A clear majority buying is a strong confirmation signal.

What is the fund quality score for TEO holders?

Smaller funds dominant — 17% AUM from top-100: 15 of 63 holders rank in the top 100 by AUM, but together hold only 17% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held TEO?

46% of holders stayed for 2+ years: 29 out of 63 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.

Is it too late to buy Telecom Argentina SA (TEO) following the 2026 Q2 hedge fund 13F filings?

As of today, TEO has moved -1.0% since the 2026 Q2 13F filing date (August 14, 2026), compared to -2.0% for the XLC sector ETF — an outperformance of +1.0%. Since the quarter end (June 30, 2026), TEO has gained +1.6% vs +3.3% for XLC. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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Telecom Argentina SA (TEO)

Smart Money Signals — TEO

Buying streak — 4 quarters in a row

At the ownership peak (100% of max)

Fast accumulation — +80% more funds vs a year ago

More buyers than sellers — 62% buying

Fewer new buyers each quarter (-7 vs last Q)

46% of holders stayed for 2+ years

Acceleration phase — new buyers rushing in

Veteran-anchored — 62% veterans vs 35% newcomers

Smaller funds dominant — 17% AUM from top-100

Institutional Sentiment Summary — TEO

Hedge Fund Ownership: TEO

Market Analysis: TEO

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: TEO

Is It Too Late to Buy Telecom Argentina SA (TEO) Based on Hedge Fund 13F Filings?

Hedge Fund Positioning: TEO

Statistics: TEO

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

Frequently Asked Questions — Telecom Argentina SA (TEO)

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