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Compañía de Cervecerías Unidas

81 hedge funds and large institutions have $417M invested in Compañía de Cervecerías Unidas in 2014 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% more ownership

Funds ownership: 5.04%5.12% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less capital invested

Capital invested by funds: $436M → $417M (-$19.5M)

11% less funds holding

Funds holding: 9181 (-10)

25% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 32

67% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 15

Holders
81
Holders Change
-10
Holders Change %
-10.99%
% of All Funds
2.35%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
5
Increased
24
Reduced
32
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Nordea Investment Management
26
Nordea Investment Management
Sweden
$1.9M -$53.9K -2,423 -3%
AG
27
Aperio Group
California
$1.68M -$228K -10,263 -12%
APG Asset Management
28
APG Asset Management
Netherlands
$1.54M
Legal & General Group
29
Legal & General Group
United Kingdom
$1.51M -$427K -19,200 -22%
Zurich Cantonal Bank
30
Zurich Cantonal Bank
Switzerland
$1.51M +$280K +12,600 +23%
RJA
31
Raymond James & Associates
Florida
$1.37M +$318K +14,279 +30%
Acadian Asset Management
32
Acadian Asset Management
Massachusetts
$1.36M
Northern Trust
33
Northern Trust
Illinois
$1.18M -$1.36M -61,143 -53%
FPP
34
Findlay Park Partners
United Kingdom
$1.1M
CCB
35
Cutter & Co Brokerage
Missouri
$1.08M +$40.1K +1,800 +4%
SAM
36
Shell Asset Management
Netherlands
$1.05M
MAMU
37
Marathon Asset Management (UK)
United Kingdom
$1.02M -$485K -21,788 -32%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$988K -$84.2K -3,785 -8%
GH
39
GAM Holding
Switzerland
$943K +$63.4K +2,850 +7%
NGA
40
Naples Global Advisors
Florida
$925K +$29.5K +1,325 +3%
Schroder Investment Management Group
41
Schroder Investment Management Group
United Kingdom
$881K -$550K -24,700 -38%
Chevy Chase Trust
42
Chevy Chase Trust
Maryland
$854K -$55.6K -2,500 -6%
Invesco
43
Invesco
Georgia
$809K -$267K -12,000 -25%
Vanguard Group
44
Vanguard Group
Pennsylvania
$688K
SCM
45
Somerset Capital Management
United Kingdom
$681K +$688K +30,931 New
MIS
46
Morningstar Investment Services
Illinois
$653K +$124K +5,553 +23%
DIA
47
Dana Investment Advisors
Wisconsin
$612K -$15.2K -681 -2%
GXMC
48
Global X Management Company
New York
$610K +$477K +21,416 +341%
PAM
49
Panagora Asset Management
Massachusetts
$529K -$496K -22,301 -48%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$480K

CCU Hedge Fund Activity: Q3 2014 in Review

81 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Compañía de Cervecerías Unidas (CCU) for Q3 2014, worth a combined $417M — down 4.5% from $436M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of CCU and 5 opened new positions — a net loss of 10 holders — while 32 trimmed existing stakes and 24 added.

The largest buyer was First Eagle Investment Management, adding an estimated $40.1M. The largest seller was Fidelity Investments, exiting entirely with an estimated $25.2M sold.

  • 81 institutional investors held Compañía de Cervecerías Unidas (CCU) as of Q3 2014, down from 91 in Q2 2014.
  • Funds reported $417M of Compañía de Cervecerías Unidas stock for Q3 2014, down 4.5% quarter-over-quarter.
  • 5 funds opened new Compañía de Cervecerías Unidas positions in Q3 2014 and 15 closed out, a net change of -10 holders.
  • The largest Compañía de Cervecerías Unidas buyer in Q3 2014 was First Eagle Investment Management, an estimated $40.1M added.
  • The largest Compañía de Cervecerías Unidas seller in Q3 2014 was Fidelity Investments, an estimated $25.2M sold.

Based on aggregated 13F filings for Q3 2014.