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269 hedge funds and large institutions have $4.04B invested in Ambev in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 95 increasing their positions, 96 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 46 (+2)

37% more capital invested

Capital invested by funds: $2.94B → $4.04B (+$1.1B)

10% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 31

1% more funds holding

Funds holding: 267269 (+2)

0.11% more ownership

Funds ownership: 8.28%8.39% (+0.11%)

1% less repeat investments, than reductions

Existing positions increased: 95 | Existing positions reduced: 96

55% less call options, than puts

Call options by funds: $3.15M | Put options by funds: $7M

Holders
269
Holders Change
+2
Holders Change %
+0.75%
% of All Funds
4.76%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.11%
New
34
Increased
95
Reduced
96
Closed
31
Calls
$3.15M
Puts
$7M
Net Calls
-$3.85M
Net Calls Change
-$2.28M
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$670M +$6.98M +2,586,277 +1%
HL
2
Harding Loevner
New Jersey
$492M -$86.5M -32,065,079 -17%
WGI
3
Westwood Global Investments
Massachusetts
$323M -$2.79M -1,033,291 -1%
SIM
4
Sprucegrove Investment Management
Ontario, Canada
$310M +$112M +41,425,437 +69%
RL
5
Ruffer LLP
United Kingdom
$212M +$187M +69,274,536 New
Massachusetts Financial Services
6
Massachusetts Financial Services
Massachusetts
$194M +$21.8M +8,092,511 +15%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$142M +$15.7M +5,812,914 +14%
JP Morgan Chase
8
JP Morgan Chase
New York
$140M -$11.7M -4,331,761 -9%
BlackRock
9
BlackRock
New York
$122M +$33.9M +12,577,902 +46%
CS
10
Credit Suisse
Switzerland
$108M -$43.4M -16,073,162 -31%
AC
11
AKO Capital
United Kingdom
$101M -$44.8M -16,612,266 -34%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$83.4M -$5.1M -1,889,807 -6%
VAM
13
Vontobel Asset Management
New York
$76M -$5.07M -1,880,255 -7%
State Street
14
State Street
Massachusetts
$60.3M -$8.03M -2,977,965 -13%
Northern Trust
15
Northern Trust
Illinois
$57.9M +$7.32M +2,713,282 +17%
OAG
16
Orbis Allan Gray
Bermuda
$49.8M -$11.5M -4,274,773 -21%
Renaissance Technologies
17
Renaissance Technologies
New York
$49.7M -$27.2M -10,073,718 -38%
SCP
18
Seafarer Capital Partners
California
$48.3M +$4.18M +1,548,000 +11%
AGA
19
Altrinsic Global Advisors
Connecticut
$48.1M -$490K -181,528 -1%
Loomis, Sayles & Company
20
Loomis, Sayles & Company
Massachusetts
$46M +$156K +57,773 +0.4%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$42.7M -$10.4M -3,840,995 -22%
CHCM
22
Columbus Hill Capital Management
New Jersey
$37.7M -$550K -203,852 -2%
Wells Fargo
23
Wells Fargo
California
$37.7M -$797K -295,626 -2%
PG
24
Pendal Group
Australia
$33.4M +$29.4M +10,918,697 New
SEI Investments
25
SEI Investments
Pennsylvania
$26.6M +$3.59M +1,332,491 +18%

ABEV Hedge Fund Activity: Q4 2020 in Review

269 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Ambev (ABEV) for Q4 2020, worth a combined $4.04B — up 37% from $2.94B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new ABEV positions and 31 closed out — a net gain of 3 holders — while 95 added to existing stakes and 96 trimmed.

The largest buyer was Ruffer LLP, opening a new position worth an estimated $187M. The largest seller was Harding Loevner, cutting an estimated $86.5M.

  • 269 institutional investors held Ambev (ABEV) as of Q4 2020, up from 267 in Q3 2020.
  • Funds reported $4.04B of Ambev stock for Q4 2020, up 37% quarter-over-quarter.
  • 34 funds opened new Ambev positions in Q4 2020 and 31 closed out, a net change of +3 holders.
  • The largest Ambev buyer in Q4 2020 was Ruffer LLP, an estimated $187M added.
  • The largest Ambev seller in Q4 2020 was Harding Loevner, an estimated $86.5M sold.

Based on aggregated 13F filings for Q4 2020.