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Embotelladora Andina Series B

23 hedge funds and large institutions have $50.9M invested in Embotelladora Andina Series B in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 1

25% more capital invested

Capital invested by funds: $40.8M → $50.9M (+$10.1M)

21% more funds holding

Funds holding: 1923 (+4)

20% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 5

0.08% more ownership

Funds ownership: 0.63%0.72% (+0.08%)

Holders
23
Holders Change
+4
Holders Change %
+21.05%
% of All Funds
0.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
6
Reduced
5
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$26.2M -$1.01M -67,156 -4%
OAMG
2
Odey Asset Management Group
United Kingdom
$9M +$4.33M +287,496 +99%
Renaissance Technologies
3
Renaissance Technologies
New York
$8.26M -$61.7K -4,100 -0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$3.3M +$259K +17,229 +9%
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$981K -$44.2K -2,938 -4%
LCAM
6
London & Capital Asset Management
United Kingdom
$653K
FTDI
7
First Trust Direct Indexing
Massachusetts
$623K -$47.4K -3,151 -7%
Amundi
8
Amundi
France
$556K
Morgan Stanley
9
Morgan Stanley
New York
$523K +$125K +8,288 +33%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$295K +$288K +19,161 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$211K +$204K +13,545 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$124K +$1.96M +130,261 +1,210%
BlackRock
13
BlackRock
New York
$47.4K -$933 -62 -2%
Bank of America
14
Bank of America
North Carolina
$32.6K +$7.53K +500 +31%
UBS Group
15
UBS Group
Switzerland
$19.9K +$6.37K +423 +49%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$2.63K +$2.54K +169 New
VWM
17
Valley Wealth Managers
New Jersey
$762
Osaic Holdings
18
Osaic Holdings
Arizona
$294 +$286 +19 New
Fidelity Investments
19
Fidelity Investments
Massachusetts
$202 +$196 +13 New
S
20
SignatureFD
Georgia
$140
QCG
21
Quadrant Capital Group
Ohio
$32
US Bancorp
22
US Bancorp
Minnesota
$31
LC
23
Lindbrook Capital
California
$16
Wells Fargo
24
Wells Fargo
California
$9 -$15 -1 Closed

AKO.B Hedge Fund Activity: Q1 2023 in Review

23 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Embotelladora Andina Series B (AKO.B) for Q1 2023, worth a combined $50.9M — up 25% from $40.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new AKO.B positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 5 trimmed.

The largest buyer was Odey Asset Management Group, adding an estimated $4.33M. The largest seller was Wellington Management Group, cutting an estimated $1.01M.

  • 23 institutional investors held Embotelladora Andina Series B (AKO.B) as of Q1 2023, up from 19 in Q4 2022.
  • Funds reported $50.9M of Embotelladora Andina Series B stock for Q1 2023, up 25% quarter-over-quarter.
  • 5 funds opened new Embotelladora Andina Series B positions in Q1 2023 and 1 closed out, a net change of +4 holders.
  • The largest Embotelladora Andina Series B buyer in Q1 2023 was Odey Asset Management Group, an estimated $4.33M added.
  • The largest Embotelladora Andina Series B seller in Q1 2023 was Wellington Management Group, an estimated $1.01M sold.

Based on aggregated 13F filings for Q1 2023.