Compañía de Cervecerías Unidas
77 hedge funds and large institutions have $378M invested in Compañía de Cervecerías Unidas in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 27 increasing their positions, 21 reducing their positions, and 14 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
29% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 21
0.39% more ownership
Funds ownership: 5.12% → 5.51% (+0.39%)
5% less funds holding
Funds holding: 81 → 77 (-4)
9% less capital invested
Capital invested by funds: $417M → $378M (-$39.3M)
21% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Eagle Investment Management
New York
|
+$37.6M |
| 2 |
ROIC
Route One Investment Company
San Francisco,
California
|
+$13.6M |
| 3 |
RA
Royce & Associates
New York
|
+$4.1M |
| 4 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
+$2.43M |
| 5 |
FGP
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
|
+$2.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$25.1M |
| 2 |
Franklin Resources
San Mateo,
California
|
-$5.46M |
| 3 |
D.E. Shaw & Co
New York
|
-$1.88M |
| 4 |
Mitsubishi UFJ Trust & Banking
Tokyo,
Japan
|
-$1.31M |
| 5 |
FPP
Findlay Park Partners
London,
United Kingdom
|
-$1.1M |
CCU Hedge Fund Activity: Q4 2014 in Review
77 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Compañía de Cervecerías Unidas (CCU) for Q4 2014, worth a combined $378M — down 9.4% from $417M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of CCU and 11 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 27 added.
The largest buyer was First Eagle Investment Management, adding an estimated $37.6M. The largest seller was Baillie Gifford & Co, exiting entirely with an estimated $25.1M sold.
- 77 institutional investors held Compañía de Cervecerías Unidas (CCU) as of Q4 2014, down from 81 in Q3 2014.
- Funds reported $378M of Compañía de Cervecerías Unidas stock for Q4 2014, down 9.4% quarter-over-quarter.
- 11 funds opened new Compañía de Cervecerías Unidas positions in Q4 2014 and 14 closed out, a net change of -3 holders.
- The largest Compañía de Cervecerías Unidas buyer in Q4 2014 was First Eagle Investment Management, an estimated $37.6M added.
- The largest Compañía de Cervecerías Unidas seller in Q4 2014 was Baillie Gifford & Co, an estimated $25.1M sold.
Based on aggregated 13F filings for Q4 2014.