Compañía de Cervecerías Unidas
95 hedge funds and large institutions have $412M invested in Compañía de Cervecerías Unidas in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 20 reducing their positions, and 21 closing their positions.
155% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 20
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
0.58% less ownership
Funds ownership: 5.2% → 4.62% (-0.58%)
8% less capital invested
Capital invested by funds: $448M → $412M (-$36.2M)
9% less funds holding
Funds holding: 104 → 95 (-9)
43% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 21
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$13.2M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
+$11.9M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$11.9M |
| 4 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$8.76M |
| 5 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$3.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Dupont Capital Management
Wilmington,
Delaware
|
-$20.4M |
| 2 |
MWNA
Marshall Wace North America
New York
|
-$15M |
| 3 |
MP
Manikay Partners
New York
|
-$9.98M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$8.57M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
-$4.66M |
CCU Hedge Fund Activity: Q4 2013 in Review
95 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Compañía de Cervecerías Unidas (CCU) for Q4 2013, worth a combined $412M — down 8.1% from $448M a quarter earlier.
Sellers outnumbered buyers: 21 funds closed out of CCU and 12 opened new positions — a net loss of 9 holders — while 20 trimmed existing stakes and 51 added.
The largest buyer was Franklin Resources, adding an estimated $13.2M. The largest seller was Dupont Capital Management, exiting entirely with an estimated $20.4M sold.
- 95 institutional investors held Compañía de Cervecerías Unidas (CCU) as of Q4 2013, down from 104 in Q3 2013.
- Funds reported $412M of Compañía de Cervecerías Unidas stock for Q4 2013, down 8.1% quarter-over-quarter.
- 12 funds opened new Compañía de Cervecerías Unidas positions in Q4 2013 and 21 closed out, a net change of -9 holders.
- The largest Compañía de Cervecerías Unidas buyer in Q4 2013 was Franklin Resources, an estimated $13.2M added.
- The largest Compañía de Cervecerías Unidas seller in Q4 2013 was Dupont Capital Management, an estimated $20.4M sold.
Based on aggregated 13F filings for Q4 2013.