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278 hedge funds and large institutions have $5B invested in Ambev in 2021 Q2 according to their latest regulatory filings, with 43 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 80

24% more capital invested

Capital invested by funds: $4.04B → $5B (+$961M)

13% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 38

13% more call options, than puts

Call options by funds: $11M | Put options by funds: $9.74M

1% more funds holding

Funds holding: 276278 (+2)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.13% less ownership

Funds ownership: 9.36%9.24% (-0.13%)

Holders
278
Holders Change
+2
Holders Change %
+0.72%
% of All Funds
4.84%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
43
Increased
104
Reduced
80
Closed
38
Calls
$11M
Puts
$9.74M
Net Calls
+$1.25M
Net Calls Change
+$316K
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$808M +$340K +104,455 +0%
HL
2
Harding Loevner
New Jersey
$629M -$23.8M -7,308,110 -4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$451M +$2.45M +754,179 +0.6%
SIM
4
Sprucegrove Investment Management
Ontario, Canada
$424M +$4M +1,229,900 +1%
RL
5
Ruffer LLP
United Kingdom
$379M +$41.4M +12,712,753 +13%
WGI
6
Westwood Global Investments
Massachusetts
$375M -$9.35M -2,874,257 -3%
Massachusetts Financial Services
7
Massachusetts Financial Services
Massachusetts
$208M -$13.4M -4,113,335 -6%
Goldman Sachs
8
Goldman Sachs
New York
$158M +$143M +43,923,991 +2,249%
AC
9
AKO Capital
United Kingdom
$114M +$751K +230,876 +0.7%
JP Morgan Chase
10
JP Morgan Chase
New York
$112M -$1.23M -379,130 -1%
BlackRock
11
BlackRock
New York
$106M -$47.2M -14,518,781 -32%
Assenagon Asset Management
12
Assenagon Asset Management
Luxembourg
$81.9M +$77.4M +23,800,742 New
SCP
13
Seafarer Capital Partners
California
$63.7M
State Street
14
State Street
Massachusetts
$59.5M -$3.95M -1,213,401 -7%
AGA
15
Altrinsic Global Advisors
Connecticut
$59M +$3.13M +963,082 +6%
Loomis, Sayles & Company
16
Loomis, Sayles & Company
Massachusetts
$58.1M +$334K +102,734 +0.6%
Northern Trust
17
Northern Trust
Illinois
$56.5M -$7.73M -2,375,405 -13%
Dimensional Fund Advisors
18
Dimensional Fund Advisors
Texas
$40.9M -$4.96M -1,522,958 -11%
SEI Investments
19
SEI Investments
Pennsylvania
$37.9M -$443K -136,025 -1%
Renaissance Technologies
20
Renaissance Technologies
New York
$34.6M -$36.2M -11,118,063 -52%
CHCM
21
Columbus Hill Capital Management
New Jersey
$31.8M +$1.18M +362,613 +4%
BNP Paribas Financial Markets
22
BNP Paribas Financial Markets
France
$31M -$60.2M -18,491,764 -67%
Boston Partners
23
Boston Partners
Massachusetts
$31M +$1M +308,690 +4%
Wells Fargo
24
Wells Fargo
California
$30.7M -$11.1M -3,425,916 -28%
Bank of America
25
Bank of America
North Carolina
$28M +$22M +6,757,068 +491%

ABEV Hedge Fund Activity: Q2 2021 in Review

278 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Ambev (ABEV) for Q2 2021, worth a combined $5B — up 24% from $4.04B a quarter earlier.

Buyers outnumbered sellers: 43 funds opened new ABEV positions and 38 closed out — a net gain of 5 holders — while 104 added to existing stakes and 80 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $143M. The largest seller was Credit Suisse, cutting an estimated $109M.

  • 278 institutional investors held Ambev (ABEV) as of Q2 2021, up from 276 in Q1 2021.
  • Funds reported $5B of Ambev stock for Q2 2021, up 24% quarter-over-quarter.
  • 43 funds opened new Ambev positions in Q2 2021 and 38 closed out, a net change of +5 holders.
  • The largest Ambev buyer in Q2 2021 was Goldman Sachs, an estimated $143M added.
  • The largest Ambev seller in Q2 2021 was Credit Suisse, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2021.