We are live on ! Find out more

334 hedge funds and large institutions have $8.07B invested in Ambev in 2018 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 112 increasing their positions, 118 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

23% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 31

9% more capital invested

Capital invested by funds: $7.37B → $8.07B (+$698M)

2% more funds holding

Funds holding: 328334 (+6)

0.23% less ownership

Funds ownership: 7.28%7.05% (-0.23%)

5% less repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 118

77% less call options, than puts

Call options by funds: $880K | Put options by funds: $3.75M

Holders
334
Holders Change
+6
Holders Change %
+1.83%
% of All Funds
7.66%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.16%
New
38
Increased
112
Reduced
118
Closed
31
Calls
$880K
Puts
$3.75M
Net Calls
-$2.88M
Net Calls Change
-$3.08M
Name Holding Trade Value Shares
Change
Change in
Stake
APP
301
Avantax Planning Partners
Iowa
$22K +$20.6K +2,990 New
CIP
302
Convergence Investment Partners
Florida
$21K +$19.6K +2,855 New
RCAG
303
Rehmann Capital Advisory Group
Michigan
$21K +$19.8K +2,881 New
AWM
304
Aevitas Wealth Management
Massachusetts
$15K
AssetMark Inc
305
AssetMark Inc
California
$14K
LIA
306
LS Investment Advisors
Michigan
$13K
PFBT
307
Parkside Financial Bank & Trust
Missouri
$13K
CLM
308
ClearBridge LLC (Maryland)
Maryland
$13K +$2.3K +335 +22%
GI
309
Gradient Investments
Minnesota
$12K
YWP
310
YorkBridge Wealth Partners
New York
$10K
PCG
311
Private Capital Group
Connecticut
$10K +$2.02K +293 +26%
WEC
312
Winslow Evans & Crocker
Massachusetts
$9.09K
ATC
313
Adirondack Trust Company
New York
$9K
CFA
314
Carroll Financial Associates
North Carolina
$8K
PMFA
315
Plante Moran Financial Advisors
Michigan
$8K +$7.82K +1,137 New
CAW
316
Cornerstone Advisors (Washington)
Washington
$6K +$3.91K +569 +259%
ML
317
McAdam LLC
Pennsylvania
$6K +$6.05K +880 New
RE
318
RBC Europe
United Kingdom
$5.74K
GWM
319
Geneos Wealth Management
Colorado
$5K
JWA
320
JFS Wealth Advisors
Pennsylvania
$5K
VFA
321
Valeo Financial Advisors
Indiana
$4K
GAM
322
Gemmer Asset Management
California
$4K +$3.78K +550 New
AIM
323
Anchor Investment Management
South Carolina
$3.63K
RFC
324
Regions Financial Corp
Alabama
$3K -$48K -6,980 -94%
CHC
325
City Holding Co
West Virginia
$3K