Compañía de Cervecerías Unidas
80 hedge funds and large institutions have $678M invested in Compañía de Cervecerías Unidas in 2017 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 26 increasing their positions, 24 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
16% more funds holding
Funds holding: 69 → 80 (+11)
13% more capital invested
Capital invested by funds: $601M → $678M (+$77M)
8% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 24
0.56% more ownership
Funds ownership: 6.44% → 6.99% (+0.56%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Janus Henderson Group
London,
United Kingdom
|
+$30.4M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
+$9.12M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$7.92M |
| 4 |
First Eagle Investment Management
New York
|
+$7.09M |
| 5 |
MCM
McKinley Capital Management
Anchorage,
Alaska
|
+$4.72M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CBOA
Commonwealth Bank of Australia
Sydney, NSW,
Australia
|
-$11.1M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$4.99M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$2.51M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$1.89M |
| 5 |
D.E. Shaw & Co
New York
|
-$1.34M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
76
IFP Advisors
Tampa,
Florida
| $8K | +$8.42K | +323 | New |
|
|
WA
77
WealthTrust-Arizona
Scottsdale,
Arizona
| $3K | +$2.35K | +90 | +900% |
|
|
LIA
78
LS Investment Advisors
Bloomfield Hills,
Michigan
| $1K | – | – | – |
|
79
Massachusetts Financial Services
Boston,
Massachusetts
| – | -$968K | -38,297 | Closed |
|
80
Barclays
London,
United Kingdom
| – | -$660K | -26,100 | Closed |
|
|
TCM
81
Teza Capital Management
Chicago,
Illinois
| – | -$580K | -22,965 | Closed |
|
|
ARTA
82
A.R.T. Advisors
New York
| – | -$355K | -14,085 | Closed |
|
83
Citadel Advisors
Miami,
Florida
| – | -$300K | -11,876 | Closed |
|
|
ASN
84
Advisory Services Network
Atlanta,
Georgia
| – | -$104 | -4 | -40% |
|
|
AG
85
Advisor Group
Phoenix,
Arizona
| – | +$365 | +14 | New |
|
CCU Hedge Fund Activity: Q2 2017 in Review
80 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Compañía de Cervecerías Unidas (CCU) for Q2 2017, worth a combined $678M — up 13% from $601M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new CCU positions and 5 closed out — a net gain of 11 holders — while 26 added to existing stakes and 24 trimmed.
The largest buyer was Janus Henderson Group, adding an estimated $30.4M. The largest seller was Commonwealth Bank of Australia, cutting an estimated $11.1M.
- 80 institutional investors held Compañía de Cervecerías Unidas (CCU) as of Q2 2017, up from 69 in Q1 2017.
- Funds reported $678M of Compañía de Cervecerías Unidas stock for Q2 2017, up 13% quarter-over-quarter.
- 16 funds opened new Compañía de Cervecerías Unidas positions in Q2 2017 and 5 closed out, a net change of +11 holders.
- The largest Compañía de Cervecerías Unidas buyer in Q2 2017 was Janus Henderson Group, an estimated $30.4M added.
- The largest Compañía de Cervecerías Unidas seller in Q2 2017 was Commonwealth Bank of Australia, an estimated $11.1M sold.
Based on aggregated 13F filings for Q2 2017.