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Compañía de Cervecerías Unidas

86 hedge funds and large institutions have $547M invested in Compañía de Cervecerías Unidas in 2023 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 19 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

453% more call options, than puts

Call options by funds: $315K | Put options by funds: $57K

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

8% more funds holding

Funds holding: 8086 (+6)

3% more capital invested

Capital invested by funds: $533M → $547M (+$14.1M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.11% less ownership

Funds ownership: 9.23%9.12% (-0.11%)

24% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 25

Holders
86
Holders Change
+6
Holders Change %
+7.5%
% of All Funds
1.35%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
19
Reduced
25
Closed
8
Calls
$315K
Puts
$57K
Net Calls
+$258K
Net Calls Change
+$60K
Name Holding Trade Value Shares
Change
Change in
Stake
SFI
26
Susquehanna Fundamental Investments
Pennsylvania
$737K
Grantham, Mayo, Van Otterloo & Co (GMO)
27
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$730K -$434K -27,200 -38%
LIM
28
Longfellow Investment Management
Massachusetts
$718K
SEI Investments
29
SEI Investments
Pennsylvania
$707K
IRC
30
Investors Research Corp
Georgia
$611K -$6.38K -400 -1%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$595K +$585K +36,654 New
Mariner
32
Mariner
Kansas
$515K +$139K +8,722 +38%
AI
33
AdvisorShares Investments
Maryland
$478K +$34.5K +2,165 +8%
American Century Companies
34
American Century Companies
Missouri
$353K
Creative Planning
35
Creative Planning
Kansas
$346K +$18.1K +1,133 +6%
Royal London Asset Management
36
Royal London Asset Management
United Kingdom
$343K -$1.51M -94,754 -82%
VIA
37
Vident Investment Advisory
Georgia
$327K +$47.7K +2,990 +17%
Invesco
38
Invesco
Georgia
$326K -$164K -10,267 -34%
NGA
39
Naples Global Advisors
Florida
$299K +$293K +18,395 New
TI
40
Tidal Investments
Wisconsin
$295K +$65.6K +4,116 +29%
JP Morgan Chase
41
JP Morgan Chase
New York
$259K -$447 -28 -0.2%
QCG
42
Quadrant Capital Group
Ohio
$236K +$4.99K +313 +2%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$224K +$220K +13,781 New
SI
44
Stephens Inc
Arkansas
$223K +$219K +13,730 New
JMPWA
45
JP Morgan Private Wealth Advisors
California
$215K
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$207K +$203K +12,751 New
JF
47
Jump Financial
Illinois
$196K +$193K +12,100 New
BWP
48
BSW Wealth Partners
Colorado
$196K -$5.5K -345 -3%
Marshall Wace
49
Marshall Wace
United Kingdom
$182K +$179K +11,203 New
QCM
50
Quantinno Capital Management
New York
$174K +$171K +10,703 New

CCU Hedge Fund Activity: Q2 2023 in Review

86 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Compañía de Cervecerías Unidas (CCU) for Q2 2023, worth a combined $547M — up 2.6% from $533M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CCU positions and 8 closed out — a net gain of 6 holders — while 19 added to existing stakes and 25 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $3.18M. The largest seller was Mawer Investment Management, cutting an estimated $3.82M.

  • 86 institutional investors held Compañía de Cervecerías Unidas (CCU) as of Q2 2023, up from 80 in Q1 2023.
  • Funds reported $547M of Compañía de Cervecerías Unidas stock for Q2 2023, up 2.6% quarter-over-quarter.
  • 14 funds opened new Compañía de Cervecerías Unidas positions in Q2 2023 and 8 closed out, a net change of +6 holders.
  • The largest Compañía de Cervecerías Unidas buyer in Q2 2023 was First Eagle Investment Management, an estimated $3.18M added.
  • The largest Compañía de Cervecerías Unidas seller in Q2 2023 was Mawer Investment Management, an estimated $3.82M sold.

Based on aggregated 13F filings for Q2 2023.