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Compañía de Cervecerías Unidas

74 hedge funds and large institutions have $570M invested in Compañía de Cervecerías Unidas in 2021 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 34 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more capital invested

Capital invested by funds: $500M → $570M (+$69.2M)

0.37% less ownership

Funds ownership: 9.15%8.78% (-0.37%)

4% less funds holding

Funds holding: 7774 (-3)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

38% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 34

Holders
74
Holders Change
-3
Holders Change %
-3.9%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
11
Increased
21
Reduced
34
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAM
51
Panagora Asset Management
Massachusetts
$197K -$127K -7,334 -40%
Comerica Bank
52
Comerica Bank
Texas
$195K +$179K +10,369 New
MGIA
53
Moneta Group Investment Advisors
Missouri
$189K +$185K +10,696 New
Millennium Management
54
Millennium Management
New York
$187K -$2.47M -142,537 -93%
Barclays
55
Barclays
United Kingdom
$135K +$132K +7,630 New
US Bancorp
56
US Bancorp
Minnesota
$122K -$423K -24,441 -78%
ERSOT
57
Employees Retirement System of Texas
Texas
$101K -$3.28M -189,616 -97%
Deutsche Bank
58
Deutsche Bank
Germany
$83K -$277 -16 -0.3%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$60K +$156 +9 +0.3%
PA
60
Parallel Advisors
California
$49K -$3.53K -204 -7%
Legal & General Group
61
Legal & General Group
United Kingdom
$35K -$27.3K -1,575 -44%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$32K +$28.3K +1,633 +1,256%
BNP Paribas Financial Markets
63
BNP Paribas Financial Markets
France
$27.1K -$28.5K -1,647 -52%
S
64
SignatureFD
Georgia
$15K +$2.2K +127 +17%
QCG
65
Quadrant Capital Group
Ohio
$11K +$3.67K +212 +51%
JWM
66
Janiczek Wealth Management
Colorado
$10K +$9.76K +564 New
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$5K -$18.9K -1,090 -78%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$277 +16 +12%
BCA
69
Berman Capital Advisors
Georgia
$3K +$762 +44 +28%
LC
70
Lindbrook Capital
California
$2K
MWP
71
Meridian Wealth Partners
Pennsylvania
$2K +$2.18K +126 New
OSAM
72
O'Shaughnessy Asset Management
Connecticut
$1K
Citigroup
73
Citigroup
New York
$1K +$329 +19 +37%
FPS
74
Fieldpoint Private Securities
Connecticut
$1K +$1.13K +65 +1,300%
Kayne Anderson Rudnick Investment Management
75
Kayne Anderson Rudnick Investment Management
California
-$45.5M -3,096,752 Closed

CCU Hedge Fund Activity: Q1 2021 in Review

74 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Compañía de Cervecerías Unidas (CCU) for Q1 2021, worth a combined $570M — up 14% from $500M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CCU and 11 opened new positions — a net loss of 2 holders — while 34 trimmed existing stakes and 21 added.

The largest buyer was Mawer Investment Management, adding an estimated $54.6M. The largest seller was Kayne Anderson Rudnick Investment Management, exiting entirely with an estimated $45.5M sold.

  • 74 institutional investors held Compañía de Cervecerías Unidas (CCU) as of Q1 2021, down from 77 in Q4 2020.
  • Funds reported $570M of Compañía de Cervecerías Unidas stock for Q1 2021, up 14% quarter-over-quarter.
  • 11 funds opened new Compañía de Cervecerías Unidas positions in Q1 2021 and 13 closed out, a net change of -2 holders.
  • The largest Compañía de Cervecerías Unidas buyer in Q1 2021 was Mawer Investment Management, an estimated $54.6M added.
  • The largest Compañía de Cervecerías Unidas seller in Q1 2021 was Kayne Anderson Rudnick Investment Management, an estimated $45.5M sold.

Based on aggregated 13F filings for Q1 2021.