Compañía de Cervecerías Unidas
95 hedge funds and large institutions have $366M invested in Compañía de Cervecerías Unidas in 2023 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 17 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 26
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
4% more funds holding
Funds holding: 91 → 95 (+4)
0.74% less ownership
Funds ownership: 8.64% → 7.9% (-0.74%)
9% less capital invested
Capital invested by funds: $402M → $366M (-$36.3M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
96% less call options, than puts
Call options by funds: $15K | Put options by funds: $364K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$14M |
| 2 |
Millennium Management
New York
|
+$7.2M |
| 3 |
First Eagle Investment Management
New York
|
+$5.87M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$5.21M |
| 5 |
Morgan Stanley
New York
|
+$2.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mawer Investment Management
Calgary,
Alberta, Canada
|
-$62.7M |
| 2 |
BlackRock
New York
|
-$3.76M |
| 3 |
CI
Centerstone Investors
New York
|
-$3.25M |
| 4 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
-$1.55M |
| 5 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$1.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SFI
101
Susquehanna Fundamental Investments
Bala Cynwyd,
Pennsylvania
| – | -$363K | -28,826 | Closed |
|
|
AI
102
AdvisorShares Investments
Bethesda,
Maryland
| – | -$326K | -25,869 | Closed |
|
|
MM
103
MQS Management
New York
| – | -$289K | -22,939 | Closed |
|
104
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
| – | -$276K | -21,880 | Closed |
|
105
Royal London Asset Management
United Kingdom
| – | -$265K | -21,065 | Closed |
|
|
TI
106
Tidal Investments
Milwaukee,
Wisconsin
| – | -$260K | -20,674 | Closed |
|
107
Invesco
Atlanta,
Georgia
| – | -$153K | -12,146 | Closed |
|
|
QCM
108
Quantinno Capital Management
New York
| – | -$149K | -11,839 | Closed |
|
109
Nomura Asset Management
Tokyo,
Japan
| – | -$89.5K | -7,100 | Closed |
|
110
Citigroup
New York
| – | -$42.4K | -3,365 | Closed |
|
111
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$6.3K | -500 | Closed |
|
|
AWM
112
Abound Wealth Management
Franklin,
Tennessee
| – | -$252 | -20 | Closed |
|
CCU Hedge Fund Activity: Q4 2023 in Review
95 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Compañía de Cervecerías Unidas (CCU) for Q4 2023, worth a combined $366M — down 9% from $402M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new CCU positions and 17 closed out — a net gain of 5 holders — while 34 added to existing stakes and 26 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $14M. The largest seller was Mawer Investment Management, cutting an estimated $62.7M.
- 95 institutional investors held Compañía de Cervecerías Unidas (CCU) as of Q4 2023, up from 91 in Q3 2023.
- Funds reported $366M of Compañía de Cervecerías Unidas stock for Q4 2023, down 9% quarter-over-quarter.
- 22 funds opened new Compañía de Cervecerías Unidas positions in Q4 2023 and 17 closed out, a net change of +5 holders.
- The largest Compañía de Cervecerías Unidas buyer in Q4 2023 was JP Morgan Chase, an estimated $14M added.
- The largest Compañía de Cervecerías Unidas seller in Q4 2023 was Mawer Investment Management, an estimated $62.7M sold.
Based on aggregated 13F filings for Q4 2023.