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Compañía de Cervecerías Unidas

108 hedge funds and large institutions have $808M invested in Compañía de Cervecerías Unidas in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 41 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 7

71% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 24

8% more funds holding

Funds holding: 100108 (+8)

4% more capital invested

Capital invested by funds: $774M → $808M (+$34M)

0.35% more ownership

Funds ownership: 7.08%7.43% (+0.35%)

Holders
108
Holders Change
+8
Holders Change %
+8%
% of All Funds
2.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
15
Increased
41
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$220M +$4.45M +154,469 +2%
Janus Henderson Group
2
Janus Henderson Group
United Kingdom
$149M +$11.6M +403,486 +9%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$70.2M -$6.72M -233,200 -9%
Acadian Asset Management
4
Acadian Asset Management
Massachusetts
$46.5M +$1.01M +35,008 +2%
Franklin Resources
5
Franklin Resources
California
$33.8M
CBOA
6
Commonwealth Bank of Australia
Australia
$32.4M -$6.12M -212,367 -16%
Macquarie Group
7
Macquarie Group
Australia
$24.1M -$2.07M -72,000 -8%
Arrowstreet Capital
8
Arrowstreet Capital
Massachusetts
$23.3M +$10M +348,081 +78%
IVA
9
International Value Advisers
$19.4M
TM
10
Tikvah Management
North Carolina
$14.9M +$2.94M +101,945 +25%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$14.5M -$14K -487 -0.1%
Millennium Management
12
Millennium Management
New York
$14.2M +$8.08M +280,488 +139%
Ameriprise
13
Ameriprise
Minnesota
$13.8M -$1.21M -41,874 -8%
PPA
14
Parametric Portfolio Associates
Washington
$11.3M +$365K +12,686 +3%
State Street
15
State Street
Massachusetts
$8.91M -$29.8K -1,034 -0.3%
BlackRock
16
BlackRock
New York
$8.85M +$1.62M +56,230 +23%
AQR Capital Management
17
AQR Capital Management
Connecticut
$8.2M +$1.14M +39,595 +17%
Northern Trust
18
Northern Trust
Illinois
$7.42M +$492K +17,074 +7%
Renaissance Technologies
19
Renaissance Technologies
New York
$5.29M +$4.6M +159,500 +778%
AG
20
Aperio Group
California
$4.97M +$922K +31,991 +23%
PAM
21
Panagora Asset Management
Massachusetts
$4.7M +$314K +10,913 +7%
RA
22
Royce & Associates
New York
$4.59M
Russell Investments Group
23
Russell Investments Group
United Kingdom
$4.29M -$1.63M -56,691 -28%
MWNA
24
Marshall Wace North America
New York
$3.8M +$3.72M +129,066 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$2.91M -$2.91M -101,000 -51%

CCU Hedge Fund Activity: Q1 2018 in Review

108 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Compañía de Cervecerías Unidas (CCU) for Q1 2018, worth a combined $808M — up 4.4% from $774M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new CCU positions and 7 closed out — a net gain of 8 holders — while 41 added to existing stakes and 24 trimmed.

The largest buyer was Janus Henderson Group, adding an estimated $11.6M. The largest seller was Fidelity Investments, cutting an estimated $6.72M.

  • 108 institutional investors held Compañía de Cervecerías Unidas (CCU) as of Q1 2018, up from 100 in Q4 2017.
  • Funds reported $808M of Compañía de Cervecerías Unidas stock for Q1 2018, up 4.4% quarter-over-quarter.
  • 15 funds opened new Compañía de Cervecerías Unidas positions in Q1 2018 and 7 closed out, a net change of +8 holders.
  • The largest Compañía de Cervecerías Unidas buyer in Q1 2018 was Janus Henderson Group, an estimated $11.6M added.
  • The largest Compañía de Cervecerías Unidas seller in Q1 2018 was Fidelity Investments, an estimated $6.72M sold.

Based on aggregated 13F filings for Q1 2018.