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Compañía de Cervecerías Unidas

80 hedge funds and large institutions have $533M invested in Compañía de Cervecerías Unidas in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

341% more call options, than puts

Call options by funds: $256K | Put options by funds: $58K

133% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 6

63% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 16

19% more capital invested

Capital invested by funds: $447M → $533M (+$85.6M)

10% more funds holding

Funds holding: 7380 (+7)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0.01% less ownership

Funds ownership: 9.24%9.23% (-0.01%)

Holders
80
Holders Change
+7
Holders Change %
+9.59%
% of All Funds
1.27%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
14
Increased
26
Reduced
16
Closed
6
Calls
$256K
Puts
$58K
Net Calls
+$198K
Net Calls Change
+$198K
Name Holding Trade Value Shares
Change
Change in
Stake
CGA
51
Channing Global Advisors
Florida
$90.7K
ERSOT
52
Employees Retirement System of Texas
Texas
$89K
Acadian Asset Management
53
Acadian Asset Management
Massachusetts
$88K
DZ Bank
54
DZ Bank
Germany
$83.7K
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$80.8K +$2.73K +182 +4%
JWM
56
Janiczek Wealth Management
Colorado
$52.2K -$2.73K -182 -5%
KBC Group
57
KBC Group
Belgium
$40K
S
58
SignatureFD
Georgia
$37.3K
ACA
59
Atlas Capital Advisors
Wyoming
$37.1K
ACM
60
Aquatic Capital Management
Illinois
$36K +$34.4K +2,300 New
PA
61
Parallel Advisors
California
$30.8K +$943 +63 +3%
FMP
62
Financial Management Professionals
Texas
$30K +$28.3K +1,888 New
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$27K +$2.94K +196 +13%
GRP
64
Global Retirement Partners
California
$18.9K
Fidelity Investments
65
Fidelity Investments
Massachusetts
$18.8K +$4.93K +329 +38%
LC
66
Lindbrook Capital
California
$14.7K
Osaic Holdings
67
Osaic Holdings
Arizona
$10.2K
TWC
68
TD Waterhouse Canada
Ontario, Canada
$8.87K
CAM
69
ClariVest Asset Management
California
$3K +$2.1K +140 New
BCMLT
70
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.58K
AssetMark Inc
71
AssetMark Inc
California
$1.67K -$719 -48 -31%
UB
72
UMB Bank
Missouri
$1.22K
GWS
73
Glassman Wealth Services
Virginia
$1.11K +$180 +12 +20%
JWA
74
JFS Wealth Advisors
Pennsylvania
$970
SSC
75
Syverson Strege & Co
Iowa
$625 +$599 +40 New

CCU Hedge Fund Activity: Q1 2023 in Review

80 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Compañía de Cervecerías Unidas (CCU) for Q1 2023, worth a combined $533M — up 19% from $447M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new CCU positions and 6 closed out — a net gain of 8 holders — while 26 added to existing stakes and 16 trimmed.

The largest buyer was Baillie Gifford & Co, opening a new position worth an estimated $5.36M. The largest seller was Marshall Wace, exiting entirely with an estimated $2.69M sold.

  • 80 institutional investors held Compañía de Cervecerías Unidas (CCU) as of Q1 2023, up from 73 in Q4 2022.
  • Funds reported $533M of Compañía de Cervecerías Unidas stock for Q1 2023, up 19% quarter-over-quarter.
  • 14 funds opened new Compañía de Cervecerías Unidas positions in Q1 2023 and 6 closed out, a net change of +8 holders.
  • The largest Compañía de Cervecerías Unidas buyer in Q1 2023 was Baillie Gifford & Co, an estimated $5.36M added.
  • The largest Compañía de Cervecerías Unidas seller in Q1 2023 was Marshall Wace, an estimated $2.69M sold.

Based on aggregated 13F filings for Q1 2023.