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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
GRP
76
Global Retirement Partners
California
$13.8K
LC
77
Lindbrook Capital
California
$11.8K
BNP Paribas Financial Markets
78
BNP Paribas Financial Markets
France
$7.98K -$43.1K -2,828 -82%
Legacy Financial Group (Iowa)
79
Legacy Financial Group (Iowa)
Iowa
$6.3K +$7.62K +500 New
TWC
80
TD Waterhouse Canada
Ontario, Canada
$4.42K -$3.15K -207 -40%
Osaic Holdings
81
Osaic Holdings
Arizona
$2.73K +$548 +36 +20%
BCMLT
82
Beacon Capital Management LLC (Tennessee)
Tennessee
$2.68K
CAM
83
ClariVest Asset Management
California
$2K
Simplex Trading
84
Simplex Trading
Illinois
$1K -$26.1K -1,714 -95%
UB
85
UMB Bank
Missouri
$983
GWS
86
Glassman Wealth Services
Virginia
$932 +$46 +3 +4%
AssetMark Inc
87
AssetMark Inc
California
$794
JWA
88
JFS Wealth Advisors
Pennsylvania
$580 -$244 -16 -26%
AWM
89
Abound Wealth Management
Tennessee
$252
TRCT
90
Tower Research Capital (TRC)
New York
$151 -$7.86K -516 -98%
Toronto Dominion Bank
91
Toronto Dominion Bank
Ontario, Canada
$50
D.E. Shaw & Co
92
D.E. Shaw & Co
New York
-$595K -36,654 Closed
VIA
93
Vident Investment Advisory
Georgia
-$327K -20,154 Closed
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
-$224K -13,781 Closed
CGA
95
Channing Global Advisors
Florida
-$153K -9,426 Closed
FMP
96
Financial Management Professionals
Texas
-$31K -1,888 Closed

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.