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Compañía de Cervecerías Unidas

61 hedge funds and large institutions have $290M invested in Compañía de Cervecerías Unidas in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $162K | Put options by funds: $86K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.99% less ownership

Funds ownership: 7.75%6.75% (-0.99%)

11% less capital invested

Capital invested by funds: $326M → $290M (-$35.5M)

12% less funds holding

Funds holding: 6961 (-8)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

63% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 30

Holders
61
Holders Change
-8
Holders Change %
-11.59%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
11
Reduced
30
Closed
13
Calls
$162K
Puts
$86K
Net Calls
+$76K
Net Calls Change
+$76K
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$3.12K -$42.7K -3,816 -93%
Allspring Global Investments
52
Allspring Global Investments
North Carolina
$3.08K +$2.96K +265 New
W
53
WealthCollab
Washington
$2.35K
Osaic Holdings
54
Osaic Holdings
Arizona
$2.15K -$5.05K -451 -71%
SAM
55
Smartleaf Asset Management
Massachusetts
$1.24K
GRP
56
Global Retirement Partners
California
$628 -$7.12K -636 -92%
FFA
57
Farther Finance Advisors
California
$582 -$112 -10 -17%
JWA
58
JFS Wealth Advisors
Pennsylvania
$535
AssetMark Inc
59
AssetMark Inc
California
$384
PS
60
Principal Securities
Iowa
$314
JP Morgan Chase
61
JP Morgan Chase
New York
$233
Mawer Investment Management
62
Mawer Investment Management
Alberta, Canada
-$33.5M -2,946,305 Closed
Baillie Gifford & Co
63
Baillie Gifford & Co
United Kingdom
-$8M -702,978 Closed
Millennium Management
64
Millennium Management
New York
-$2.34M -205,197 Closed
PFMU
65
Privium Fund Management (UK)
United Kingdom
-$1.35M -120,892 Closed
SEI Investments
66
SEI Investments
Pennsylvania
-$496K -43,577 Closed
Creative Planning
67
Creative Planning
Kansas
-$178K -15,623 Closed
BCM
68
Barometer Capital Management
Ontario, Canada
-$109K -9,543 Closed
EC
69
EntryPoint Capital
New York
-$46K -4,043 Closed
TRCT
70
Tower Research Capital (TRC)
New York
-$7.83K -688 Closed
CAM
71
Creekmur Asset Management
Illinois
-$1.92K -169 Closed
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
-$1.47K -129 Closed
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
-$1K -51 Closed
Toronto Dominion Bank
74
Toronto Dominion Bank
Ontario, Canada
-$46 -4 Closed

CCU Hedge Fund Activity: Q3 2024 in Review

61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Compañía de Cervecerías Unidas (CCU) for Q3 2024, worth a combined $290M — down 11% from $326M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CCU and 6 opened new positions — a net loss of 7 holders — while 30 trimmed existing stakes and 11 added.

The largest buyer was Genesis Investment Management, adding an estimated $4.5M. The largest seller was Mawer Investment Management, exiting entirely with an estimated $33.5M sold.

  • 61 institutional investors held Compañía de Cervecerías Unidas (CCU) as of Q3 2024, down from 69 in Q2 2024.
  • Funds reported $290M of Compañía de Cervecerías Unidas stock for Q3 2024, down 11% quarter-over-quarter.
  • 6 funds opened new Compañía de Cervecerías Unidas positions in Q3 2024 and 13 closed out, a net change of -7 holders.
  • The largest Compañía de Cervecerías Unidas buyer in Q3 2024 was Genesis Investment Management, an estimated $4.5M added.
  • The largest Compañía de Cervecerías Unidas seller in Q3 2024 was Mawer Investment Management, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2024.