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337 hedge funds and large institutions have $5.63B invested in Ambev in 2018 Q2 according to their latest regulatory filings, with 49 funds opening new positions, 105 increasing their positions, 123 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more call options, than puts

Call options by funds: $3.37M | Put options by funds: $2.15M

11% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 44

1% more funds holding

Funds holding: 334337 (+3)

0.1% more ownership

Funds ownership: 7.05%7.15% (+0.1%)

15% less repeat investments, than reductions

Existing positions increased: 105 | Existing positions reduced: 123

30% less capital invested

Capital invested by funds: $8.07B → $5.63B (-$2.43B)

71% less funds holding in top 10

Funds holding in top 10: 72 (-5)

Holders
337
Holders Change
+3
Holders Change %
+0.9%
% of All Funds
7.72%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.05%
New
49
Increased
105
Reduced
123
Closed
44
Calls
$3.37M
Puts
$2.15M
Net Calls
+$1.21M
Net Calls Change
+$4.09M
Name Holding Trade Value Shares
Change
Change in
Stake
VAM
1
Vontobel Asset Management
New York
$820M +$51.3M +8,727,647 +5%
Lazard Asset Management
2
Lazard Asset Management
New York
$413M -$20.6M -3,514,197 -4%
SGDR
3
SPX Gestao de Recursos
Brazil
$412M -$1.44M -245,461 -73%
JP Morgan Chase
4
JP Morgan Chase
New York
$411M -$6.9M -1,174,378 -1%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$272M -$12.3M -2,089,212 -3%
Renaissance Technologies
6
Renaissance Technologies
New York
$180M +$216M +36,775,197 +1,785%
BlackRock
7
BlackRock
New York
$180M +$7.64M +1,301,258 +3%
MNG
8
Manning & Napier Group
New York
$158M +$2.89M +492,401 +1%
Vanguard Group
9
Vanguard Group
Pennsylvania
$141M -$26.3M -4,470,428 -13%
Fisher Asset Management
10
Fisher Asset Management
Washington
$141M +$945K +160,939 +0.5%
Goldman Sachs
11
Goldman Sachs
New York
$132M +$75.6M +12,869,414 +82%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$115M +$259K +44,166 +0.2%
HL
13
Harding Loevner
New Jersey
$115M +$1.22M +207,607 +0.8%
BNP Paribas Financial Markets
14
BNP Paribas Financial Markets
France
$90.7M +$5.58M +949,048 +5%
Arrowstreet Capital
15
Arrowstreet Capital
Massachusetts
$86.3M +$109M +18,476,429 +11,512%
CI
16
Cambiar Investors
Colorado
$78M -$34.9M -5,935,360 -26%
State Street
17
State Street
Massachusetts
$75.2M +$1.36M +230,794 +1%
Invesco
18
Invesco
Georgia
$70.9M +$10.9M +1,850,337 +14%
Northern Trust
19
Northern Trust
Illinois
$66.4M +$952K +162,016 +1%
Two Sigma Investments
20
Two Sigma Investments
New York
$62.8M +$51M +8,681,143 +178%
Wells Fargo
21
Wells Fargo
California
$61.9M -$12.9M -2,200,669 -14%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$59.3M -$92.4M -15,723,285 -55%
Fidelity International
23
Fidelity International
Bermuda
$58.8M +$2.27M +387,179 +3%
GQG Partners
24
GQG Partners
Florida
$57M +$37.8M +6,431,510 +109%
Deutsche Bank
25
Deutsche Bank
Germany
$53.4M +$55.3M +9,419,681 +448%

ABEV Hedge Fund Activity: Q2 2018 in Review

337 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Ambev (ABEV) for Q2 2018, worth a combined $5.63B — down 30% from $8.07B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new ABEV positions and 44 closed out — a net gain of 5 holders — while 105 added to existing stakes and 123 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $216M. The largest seller was Itau Unibanco Holding S.A., cutting an estimated $110M.

  • 337 institutional investors held Ambev (ABEV) as of Q2 2018, up from 334 in Q1 2018.
  • Funds reported $5.63B of Ambev stock for Q2 2018, down 30% quarter-over-quarter.
  • 49 funds opened new Ambev positions in Q2 2018 and 44 closed out, a net change of +5 holders.
  • The largest Ambev buyer in Q2 2018 was Renaissance Technologies, an estimated $216M added.
  • The largest Ambev seller in Q2 2018 was Itau Unibanco Holding S.A., an estimated $110M sold.

Based on aggregated 13F filings for Q2 2018.