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Compañía de Cervecerías Unidas

91 hedge funds and large institutions have $402M invested in Compañía de Cervecerías Unidas in 2023 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

564% more call options, than puts

Call options by funds: $186K | Put options by funds: $28K

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

6% more funds holding

Funds holding: 8691 (+5)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.48% less ownership

Funds ownership: 9.12%8.64% (-0.48%)

26% less capital invested

Capital invested by funds: $547M → $402M (-$145M)

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
1.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
10
Increased
29
Reduced
27
Closed
5
Calls
$186K
Puts
$28K
Net Calls
+$158K
Net Calls Change
-$100K
Name Holding Trade Value Shares
Change
Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$605K
Dimensional Fund Advisors
27
Dimensional Fund Advisors
Texas
$574K -$99.3K -6,520 -13%
LIM
28
Longfellow Investment Management
Massachusetts
$557K
SEI Investments
29
SEI Investments
Pennsylvania
$549K
AQR Capital Management
30
AQR Capital Management
Connecticut
$489K -$920K -60,387 -61%
CSS
31
Cubist Systematic Strategies
Connecticut
$486K +$587K +38,538 New
IRC
32
Investors Research Corp
Georgia
$475K
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$443K +$535K +35,128 New
SFI
34
Susquehanna Fundamental Investments
Pennsylvania
$363K -$252K -16,567 -36%
VA
35
Vident Advisory
Georgia
$354K +$428K +28,076 New
AI
36
AdvisorShares Investments
Maryland
$326K -$54.8K -3,596 -12%
Mariner
37
Mariner
Kansas
$320K -$96K -6,304 -20%
MM
38
MQS Management
New York
$289K +$349K +22,939 New
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$276K -$352K -23,100 -51%
American Century Companies
40
American Century Companies
Missouri
$274K
Creative Planning
41
Creative Planning
Kansas
$270K +$2.04K +134 +0.6%
Royal London Asset Management
42
Royal London Asset Management
United Kingdom
$265K
TI
43
Tidal Investments
Wisconsin
$260K +$38.2K +2,507 +14%
MCC
44
Malaga Cove Capital
California
$221K +$267K +17,523 New
NGA
45
Naples Global Advisors
Florida
$213K -$22.8K -1,500 -8%
JF
46
Jump Financial
Illinois
$189K +$44.2K +2,900 +24%
QCG
47
Quadrant Capital Group
Ohio
$185K +$1.8K +118 +0.8%
SI
48
Stephens Inc
Arkansas
$174K +$1.48K +97 +0.7%
BTI
49
Blue Trust Inc
Georgia
$167K +$106K +6,939 +205%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$167K

CCU Hedge Fund Activity: Q3 2023 in Review

91 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Compañía de Cervecerías Unidas (CCU) for Q3 2023, worth a combined $402M — down 26% from $547M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new CCU positions and 5 closed out — a net gain of 5 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was First Eagle Investment Management, adding an estimated $2.95M. The largest seller was Mawer Investment Management, cutting an estimated $34.5M.

  • 91 institutional investors held Compañía de Cervecerías Unidas (CCU) as of Q3 2023, up from 86 in Q2 2023.
  • Funds reported $402M of Compañía de Cervecerías Unidas stock for Q3 2023, down 26% quarter-over-quarter.
  • 10 funds opened new Compañía de Cervecerías Unidas positions in Q3 2023 and 5 closed out, a net change of +5 holders.
  • The largest Compañía de Cervecerías Unidas buyer in Q3 2023 was First Eagle Investment Management, an estimated $2.95M added.
  • The largest Compañía de Cervecerías Unidas seller in Q3 2023 was Mawer Investment Management, an estimated $34.5M sold.

Based on aggregated 13F filings for Q3 2023.