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AB InBev

525 hedge funds and large institutions have $5.02B invested in AB InBev in 2020 Q4 according to their latest regulatory filings, with 111 funds opening new positions, 154 increasing their positions, 181 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 111 | Existing positions closed: 47

21% more capital invested

Capital invested by funds: $4.13B → $5.02B (+$883M)

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

13% more funds holding

Funds holding: 466525 (+59)

5% more call options, than puts

Call options by funds: $292M | Put options by funds: $279M

0.26% less ownership

Funds ownership: 4.5%4.24% (-0.26%)

15% less repeat investments, than reductions

Existing positions increased: 154 | Existing positions reduced: 181

Holders
525
Holders Change
+59
Holders Change %
+12.66%
% of All Funds
9.29%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.27%
New
111
Increased
154
Reduced
181
Closed
47
Calls
$292M
Puts
$279M
Net Calls
+$13.3M
Net Calls Change
+$15.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Capital International Investors
1
Capital International Investors
California
$642M +$210M +3,324,093 +57%
Fisher Asset Management
2
Fisher Asset Management
Washington
$545M +$19.5M +308,003 +4%
Manulife (Manufacturers Life Insurance)
3
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$465M -$157M -2,479,688 -27%
ClearBridge Investments
4
ClearBridge Investments
New York
$437M -$10.3M -163,112 -3%
BCF
5
BLS Capital Fondsmaeglerselskab
Denmark
$404M -$7.23M -114,258 -2%
SC
6
Sculptor Capital
New York
$253M +$37.9M +598,463 +20%
Bank of America
7
Bank of America
North Carolina
$158M -$20.2M -319,948 -12%
Morgan Stanley
8
Morgan Stanley
New York
$145M -$26.7M -421,362 -17%
Invesco
9
Invesco
Georgia
$136M +$8.52M +134,725 +7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$117M +$8.98M +142,033 +9%
DC
11
Davenport & Co
Virginia
$96.2M +$26.8M +424,309 +45%
Wells Fargo
12
Wells Fargo
California
$93.9M -$14.1M -222,161 -14%
First Manhattan
13
First Manhattan
New York
$78M -$367K -5,806 -0.5%
CCP
14
Clarkston Capital Partners
Michigan
$72.6M +$1.69M +26,765 +3%
Northern Trust
15
Northern Trust
Illinois
$72.5M -$335K -5,294 -0.5%
DIGDR
16
Dynamo Internacional Gestao de Recursos
Brazil
$63.7M -$8.56M -135,300 -13%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$50.2M -$24.9M -393,532 -35%
PPA
18
Parametric Portfolio Associates
Washington
$43.8M +$1.26M +19,978 +3%
Goldman Sachs
19
Goldman Sachs
New York
$40.4M -$51.1M -807,215 -58%
RJA
20
Raymond James & Associates
Florida
$39.9M -$3.5M -55,350 -9%
CBCM
21
Cook & Bynum Capital Management
Alabama
$36.1M -$3.4M -53,683 -9%
ACM
22
Academy Capital Management
Texas
$35M -$14.8M -234,062 -32%
Citadel Advisors
23
Citadel Advisors
Florida
$32.8M +$29.2M +461,313 +6,139%
GLA
24
Great Lakes Advisors
Illinois
$29.7M -$7.4M -117,067 -22%
VAM
25
Vontobel Asset Management
New York
$28.7M -$46M -726,539 -65%

BUD Hedge Fund Activity: Q4 2020 in Review

525 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in AB InBev (BUD) for Q4 2020, worth a combined $5.02B — up 21% from $4.13B a quarter earlier.

Buyers outnumbered sellers: 111 funds opened new BUD positions and 47 closed out — a net gain of 64 holders — while 154 added to existing stakes and 181 trimmed.

The largest buyer was Capital International Investors, adding an estimated $210M. The largest seller was Manulife (Manufacturers Life Insurance), cutting an estimated $157M.

  • 525 institutional investors held AB InBev (BUD) as of Q4 2020, up from 466 in Q3 2020.
  • Funds reported $5.02B of AB InBev stock for Q4 2020, up 21% quarter-over-quarter.
  • 111 funds opened new AB InBev positions in Q4 2020 and 47 closed out, a net change of +64 holders.
  • The largest AB InBev buyer in Q4 2020 was Capital International Investors, an estimated $210M added.
  • The largest AB InBev seller in Q4 2020 was Manulife (Manufacturers Life Insurance), an estimated $157M sold.

Based on aggregated 13F filings for Q4 2020.