We are live on ! Find out more
CCU icon

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
First Eagle Investment Management
1
First Eagle Investment Management
New York
$190M +$2.95M +193,876 +1%
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$103M -$34.5M -2,267,204 -22%
DG
3
Discerene Group
Connecticut
$32.1M
BlackRock
4
BlackRock
New York
$12.7M +$2.95M +193,465 +24%
Macquarie Group
5
Macquarie Group
Australia
$7.35M -$18.4K -1,211 -0.2%
Renaissance Technologies
6
Renaissance Technologies
New York
$6.69M +$1.54M +101,180 +24%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$6.43M +$379K +24,908 +5%
Morgan Stanley
8
Morgan Stanley
New York
$4.8M +$172K +11,265 +3%
Baillie Gifford & Co
9
Baillie Gifford & Co
United Kingdom
$4.01M -$257K -16,900 -5%
CI
10
Centerstone Investors
New York
$3.25M
MI
11
Mercer Investments
Massachusetts
$3.1M -$367K -24,080 -9%
EPAM
12
Euro Pacific Asset Management
Puerto Rico
$2.95M -$1.23M -80,673 -26%
Bank of America
13
Bank of America
North Carolina
$2.56M +$14.9K +977 +0.5%
Robeco Institutional Asset Management
14
Robeco Institutional Asset Management
Netherlands
$2.02M +$608K +39,945 +33%
Marshall Wace
15
Marshall Wace
United Kingdom
$1.38M +$1.5M +98,405 +878%
PL
16
Perpetual Ltd
Australia
$1.34M +$617K +40,508 +62%
Citadel Advisors
17
Citadel Advisors
Florida
$1.27M -$810K -53,187 -34%
VLKIM
18
Van Lanschot Kempen Investment Management
Netherlands
$1.23M -$801K -52,600 -35%
Wells Fargo
19
Wells Fargo
California
$1.11M -$739K -48,529 -35%
GC
20
Guggenheim Capital
Illinois
$984K +$6.38K +419 +0.5%
Zurich Cantonal Bank
21
Zurich Cantonal Bank
Switzerland
$937K
AAS
22
Ameritas Advisory Services
Nebraska
$800K +$968K +63,526 New
UBS Group
23
UBS Group
Switzerland
$732K -$34.3K -2,251 -4%
Millennium Management
24
Millennium Management
New York
$726K +$878K +57,635 New
EI
25
Ethic Inc
New York
$631K +$44.6K +2,925 +6%

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.