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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
Goldman Sachs
51
Goldman Sachs
New York
$171K -$14.6K -913 -8%
CGA
52
Channing Global Advisors
Florida
$153K +$57.7K +3,620 +62%
Citigroup
53
Citigroup
New York
$142K +$139K +8,722 New
Nomura Asset Management
54
Nomura Asset Management
Japan
$115K
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$107K +$23.1K +1,450 +28%
Acadian Asset Management
56
Acadian Asset Management
Massachusetts
$92K
ERSOT
57
Employees Retirement System of Texas
Texas
$92K
DZ Bank
58
DZ Bank
Germany
$86.9K
BNP Paribas Financial Markets
59
BNP Paribas Financial Markets
France
$56.2K +$55.2K +3,461 New
JWM
60
Janiczek Wealth Management
Colorado
$53.5K
BTI
61
Blue Trust Inc
Georgia
$53K -$358K -22,421 -87%
US Bancorp
62
US Bancorp
Minnesota
$52.2K -$72.7K -4,558 -59%
KBC Group
63
KBC Group
Belgium
$41K
S
64
SignatureFD
Georgia
$38.8K
ACA
65
Atlas Capital Advisors
Wyoming
$38.6K
ACM
66
Aquatic Capital Management
Illinois
$37K
FMP
67
Financial Management Professionals
Texas
$31K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$30K +$1.48K +93 +5%
Simplex Trading
69
Simplex Trading
Illinois
$29K +$28.6K +1,795 +179,500%
QT
70
Quantbot Technologies
New York
$27.6K +$27.1K +1,700 New
PA
71
Parallel Advisors
California
$23.8K -$8.05K -505 -26%
Fidelity Investments
72
Fidelity Investments
Massachusetts
$23.4K +$3.73K +234 +19%
GRP
73
Global Retirement Partners
California
$18.6K
LC
74
Lindbrook Capital
California
$15.3K
Royal Bank of Canada
75
Royal Bank of Canada
Ontario, Canada
$15K +$14.3K +899 +17,980%

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.