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Embotelladora Andina Series B

24 hedge funds and large institutions have $39.2M invested in Embotelladora Andina Series B in 2023 Q4 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $36M → $39.2M (+$3.17M)

0.03% less ownership

Funds ownership: 0.59%0.55% (-0.03%)

11% less funds holding

Funds holding: 2724 (-3)

55% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 11

67% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 3

Holders
24
Holders Change
-3
Holders Change %
-11.11%
% of All Funds
0.35%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
5
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$24.2M +$686K +50,639 +3%
Renaissance Technologies
2
Renaissance Technologies
New York
$7.48M -$154K -11,400 -2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$3.45M -$827 -61 -0%
Morgan Stanley
4
Morgan Stanley
New York
$932K +$377K +27,822 +80%
OSAM
5
O'Shaughnessy Asset Management
Connecticut
$704K -$42.5K -3,135 -6%
LCAM
6
London & Capital Asset Management
United Kingdom
$626K
Amundi
7
Amundi
France
$517K -$27.9K -2,062 -6%
FTDI
8
First Trust Direct Indexing
Massachusetts
$515K -$151K -11,126 -24%
CL
9
Choreo LLC
Illinois
$426K
TWC
10
TD Waterhouse Canada
Ontario, Canada
$215K -$6.26K -462 -3%
RhumbLine Advisers
11
RhumbLine Advisers
Massachusetts
$47.5K +$10.9K +805 +34%
Bank of America
12
Bank of America
North Carolina
$31.3K -$4.58K -338 -14%
BlackRock
13
BlackRock
New York
$22.5K -$637 -47 -3%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$7.99K +$2.14K +158 +42%
Osaic Holdings
15
Osaic Holdings
Arizona
$669 -$27 -2 -4%
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$461 +$54 +4 +15%
PS
17
Principal Securities
Iowa
$134 +$122 +9 New
S
18
SignatureFD
Georgia
$119 -$14 -1 -11%
QCG
19
Quadrant Capital Group
Ohio
$30
Qube Research & Technologies (QRT)
20
Qube Research & Technologies (QRT)
United Kingdom
$30
UBS Group
21
UBS Group
Switzerland
$15 -$393 -29 -97%
LC
22
Lindbrook Capital
California
$15
US Bancorp
23
US Bancorp
Minnesota
$15
Wells Fargo
24
Wells Fargo
California
$8
Invesco
25
Invesco
Georgia
-$1.3M -100,764 Closed

AKO.B Hedge Fund Activity: Q4 2023 in Review

24 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Embotelladora Andina Series B (AKO.B) for Q4 2023, worth a combined $39.2M — up 8.8% from $36M a quarter earlier.

Sellers outnumbered buyers: 3 funds closed out of AKO.B and 1 opened new positions — a net loss of 2 holders — while 11 trimmed existing stakes and 5 added.

The largest buyer was Wellington Management Group, adding an estimated $686K. The largest seller was Invesco, exiting entirely with an estimated $1.3M sold.

  • 24 institutional investors held Embotelladora Andina Series B (AKO.B) as of Q4 2023, down from 27 in Q3 2023.
  • Funds reported $39.2M of Embotelladora Andina Series B stock for Q4 2023, up 8.8% quarter-over-quarter.
  • 1 fund opened new Embotelladora Andina Series B positions in Q4 2023 and 3 closed out, a net change of -2 holders.
  • The largest Embotelladora Andina Series B buyer in Q4 2023 was Wellington Management Group, an estimated $686K added.
  • The largest Embotelladora Andina Series B seller in Q4 2023 was Invesco, an estimated $1.3M sold.

Based on aggregated 13F filings for Q4 2023.