We are live on ! Find out more
CCU icon

Compañía de Cervecerías Unidas
CCU

98 hedge funds and large institutions have $626M invested in Compañía de Cervecerías Unidas in 2019 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

0.03% more ownership

Funds ownership: 8.9% → 8.93% (+0.03%)

3% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 35

9% less funds holding

Funds holding: 108 → 98 (-10)

14% less capital invested

Capital invested by funds: $730M → $626M (-$104M)

37% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 27

Holders
98
Holders Change
-10
Holders Change %
-9.26%
% of All Funds
1.93%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
17
Increased
34
Reduced
35
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Eagle Investment Management
First Eagle Investment Management
New York
+$43.2M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
+$30.3M
3
Morgan Stanley
Morgan Stanley
New York
+$8.89M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$7.48M
5
CI
Centerstone Investors
New York
+$7.29M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$32.9M
2
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$26.2M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$23.2M
4
Franklin Resources
Franklin Resources
California
-$9.19M
5
AL
AJO LP
Pennsylvania
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
26
Northern Trust
Illinois
$3.58M -$1.89M -95,214 -34%
GFM
27
Gramercy Funds Management
Connecticut
$3.07M – – –
RA
28
Royce & Associates
New York
$2.83M -$26K -1,311 -0.9%
PAM
29
Panagora Asset Management
Massachusetts
$2.72M +$150K +7,578 +6%
Deutsche Bank
30
Deutsche Bank
Germany
$2.65M +$991K +49,958 +56%
DZ Bank
31
DZ Bank
Germany
$2.29M +$426K +21,470 +22%
ERSOT
32
Employees Retirement System of Texas
Texas
$1.85M +$1.83M +92,000 +1,616%
SAM
33
Silvercrest Asset Management
New York
$1.8M +$361K +18,205 +24%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$1.69M +$527K +26,550 +42%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$1.58M +$1.66M +83,495 New
Citadel Advisors
36
Citadel Advisors
Florida
$1.55M +$1.63M +81,925 New
SCM
37
Somerset Capital Management
United Kingdom
$1.55M – – –
Russell Investments Group
38
Russell Investments Group
United Kingdom
$1.51M -$476K -23,976 -23%
CS
39
Credit Suisse
Switzerland
$1.37M +$1.43M +72,261 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$1.33M +$42.6K +2,148 +3%
Zurich Cantonal Bank
41
Zurich Cantonal Bank
Switzerland
$1.26M – – –
Goldman Sachs
42
Goldman Sachs
New York
$1.26M -$32.9M -1,657,929 -96%
SEI Investments
43
SEI Investments
Pennsylvania
$1.21M -$634K -31,943 -33%
NGA
44
Naples Global Advisors
Florida
$1.17M +$28.2K +1,420 +2%
Sumitomo Mitsui Trust Group
45
Sumitomo Mitsui Trust Group
Japan
$1.13M +$19.8K +1,000 +2%
Grantham, Mayo, Van Otterloo & Co (GMO)
46
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.08M +$1.13M +57,000 New
FGP
47
Foyston, Gordon, & Payne
Ontario, Canada
$1.07M -$77.4K -3,900 -6%
Charles Schwab
48
Charles Schwab
California
$876K -$577K -29,094 -39%
Vanguard Group
49
Vanguard Group
Pennsylvania
$869K – – –
IRC
50
Investors Research Corp
Georgia
$813K – – –
1
2
3 4 5

CCU Hedge Fund Activity: Q4 2019 in Review

98 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Compañía de Cervecerías Unidas (CCU) for Q4 2019, worth a combined $626M — down 14% from $730M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of CCU and 17 opened new positions — a net loss of 10 holders — while 35 trimmed existing stakes and 34 added.

The largest buyer was First Eagle Investment Management, adding an estimated $43.2M. The largest seller was Goldman Sachs, cutting an estimated $32.9M.

  • 98 institutional investors held Compañía de Cervecerías Unidas (CCU) as of Q4 2019, down from 108 in Q3 2019.
  • Funds reported $626M of Compañía de Cervecerías Unidas stock for Q4 2019, down 14% quarter-over-quarter.
  • 17 funds opened new Compañía de Cervecerías Unidas positions in Q4 2019 and 27 closed out, a net change of -10 holders.
  • The largest Compañía de Cervecerías Unidas buyer in Q4 2019 was First Eagle Investment Management, an estimated $43.2M added.
  • The largest Compañía de Cervecerías Unidas seller in Q4 2019 was Goldman Sachs, an estimated $32.9M sold.

Based on aggregated 13F filings for Q4 2019.