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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
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$166K +$6.4K +420 +3%
Invesco
52
Invesco
Georgia
$153K -$121K -7,914 -39%
QCM
53
Quantinno Capital Management
New York
$149K +$17.3K +1,136 +11%
BWP
54
BSW Wealth Partners
Colorado
$145K -$7.8K -512 -4%
Goldman Sachs
55
Goldman Sachs
New York
$135K +$2.68K +176 +2%
Nomura Asset Management
56
Nomura Asset Management
Japan
$89.5K
ERSOT
57
Employees Retirement System of Texas
Texas
$72K
Acadian Asset Management
58
Acadian Asset Management
Massachusetts
$71K
DZ Bank
59
DZ Bank
Germany
$67.5K
Fidelity Investments
60
Fidelity Investments
Massachusetts
$57.5K +$47.6K +3,128 +217%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$55.3K -$34K -2,230 -34%
Royal Bank of Canada
62
Royal Bank of Canada
Ontario, Canada
$43K +$38.6K +2,532 +280%
Citigroup
63
Citigroup
New York
$42.4K -$81.6K -5,357 -61%
US Bancorp
64
US Bancorp
Minnesota
$41.5K +$1.25K +82 +3%
JWM
65
Janiczek Wealth Management
Colorado
$41.5K
JP Morgan Chase
66
JP Morgan Chase
New York
$37.3K -$198K -13,028 -81%
ACM
67
Aquatic Capital Management
Illinois
$34K +$6.09K +400 +17%
KBC Group
68
KBC Group
Belgium
$32K
HIIFS
69
Harel Insurance Investments & Financial Services
Israel
$32K +$39.6K +2,598 New
S
70
SignatureFD
Georgia
$30.9K +$990 +65 +3%
ACA
71
Atlas Capital Advisors
Wyoming
$29.9K
PA
72
Parallel Advisors
California
$27.1K +$10.3K +678 +46%
QT
73
Quantbot Technologies
New York
$23.4K +$2.36K +155 +9%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$20K -$3.63K -238 -13%
Qube Research & Technologies (QRT)
75
Qube Research & Technologies (QRT)
United Kingdom
$13.9K +$16.8K +1,104 New

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.