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Compañía de Cervecerías Unidas

61 hedge funds and large institutions have $290M invested in Compañía de Cervecerías Unidas in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 30 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $162K | Put options by funds: $86K

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.99% less ownership

Funds ownership: 7.75%6.75% (-0.99%)

11% less capital invested

Capital invested by funds: $326M → $290M (-$35.5M)

12% less funds holding

Funds holding: 6961 (-8)

54% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 13

63% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 30

Holders
61
Holders Change
-8
Holders Change %
-11.59%
% of All Funds
0.88%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
6
Increased
11
Reduced
30
Closed
13
Calls
$162K
Puts
$86K
Net Calls
+$76K
Net Calls Change
+$76K
Name Holding Trade Value Shares
Change
Change in
Stake
First Eagle Investment Management
1
First Eagle Investment Management
New York
$182M -$587K -52,428 -0.3%
DG
2
Discerene Group
Connecticut
$29.3M
Wellington Management Group
3
Wellington Management Group
Massachusetts
$22M +$447K +39,971 +2%
GIM
4
Genesis Investment Management
United Kingdom
$18.5M +$4.5M +402,593 +34%
BlackRock
5
BlackRock
New York
$6.43M -$1.12M -99,967 -15%
Macquarie Group
6
Macquarie Group
Australia
$6.31M -$455K -40,634 -7%
Renaissance Technologies
7
Renaissance Technologies
New York
$5.31M -$246K -22,000 -5%
Ninety One (UK)
8
Ninety One (UK)
United Kingdom
$3.64M +$1.41M +126,332 +68%
Bank of America
9
Bank of America
North Carolina
$2.19M -$88.9K -7,944 -4%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$1.82M -$112K -10,038 -6%
Two Sigma Investments
11
Two Sigma Investments
New York
$1.35M +$547K +48,887 +73%
American Century Companies
12
American Century Companies
Missouri
$1.14M +$213K +19,011 +24%
Wells Fargo
13
Wells Fargo
California
$969K -$5.64K -504 -0.6%
Morgan Stanley
14
Morgan Stanley
New York
$857K -$167K -14,964 -17%
GC
15
Guggenheim Capital
Illinois
$712K -$137K -12,203 -17%
MCC
16
Malaga Cove Capital
California
$670K -$90 -8 -0%
UBS Group
17
UBS Group
Switzerland
$617K -$25.1K -2,247 -4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$553K -$1.08K -97 -0.2%
TI
19
Trexquant Investment
Connecticut
$471K -$299K -26,739 -40%
IRC
20
Investors Research Corp
Georgia
$420K
NGA
21
Naples Global Advisors
Florida
$391K
VA
22
Vident Advisory
Georgia
$374K -$92K -8,222 -20%
EI
23
Ethic Inc
New York
$365K +$42.6K +3,811 +14%
BTI
24
Blue Trust Inc
Georgia
$363K +$153K +13,668 +75%
Citadel Advisors
25
Citadel Advisors
Florida
$357K +$344K +30,731 New

CCU Hedge Fund Activity: Q3 2024 in Review

61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Compañía de Cervecerías Unidas (CCU) for Q3 2024, worth a combined $290M — down 11% from $326M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of CCU and 6 opened new positions — a net loss of 7 holders — while 30 trimmed existing stakes and 11 added.

The largest buyer was Genesis Investment Management, adding an estimated $4.5M. The largest seller was Mawer Investment Management, exiting entirely with an estimated $33.5M sold.

  • 61 institutional investors held Compañía de Cervecerías Unidas (CCU) as of Q3 2024, down from 69 in Q2 2024.
  • Funds reported $290M of Compañía de Cervecerías Unidas stock for Q3 2024, down 11% quarter-over-quarter.
  • 6 funds opened new Compañía de Cervecerías Unidas positions in Q3 2024 and 13 closed out, a net change of -7 holders.
  • The largest Compañía de Cervecerías Unidas buyer in Q3 2024 was Genesis Investment Management, an estimated $4.5M added.
  • The largest Compañía de Cervecerías Unidas seller in Q3 2024 was Mawer Investment Management, an estimated $33.5M sold.

Based on aggregated 13F filings for Q3 2024.