Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Compania Cervecerias Unidas (CCU)

83 + Investors. Track Smart Money conviction in CCU. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +4
Streak
1Q ▲
Buyers last Q
53%

Smart Money Signals — CCU

Based on 83 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added CCU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 90% of 3.0Y peak

90% of all-time peak
83 funds currently hold this stock — 90% of the 3.0-year high of 92 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding CCU is almost the same as a year ago (-3 funds, -3% change). No significant rush to buy or sell — institutional backing is holding steady.
🟡

Slight buying edge — 53% buying

47 buying41 selling
Last quarter: 47 funds bought or added vs 41 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
📈

More new buyers each quarter (+7 vs last Q)

new funds entering per quarter
Funds opening a new CCU position: 5 → 15 → 14 → 21. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 20% medium ■ 13% new
55 out of 83 hedge funds have held CCU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

14 → 5 → 15 → 14 → 21 new funds/Q
New funds entering each quarter: 5 → 15 → 14 → 21. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 74% veterans vs 16% newcomers

■ 74% veterans ■ 9% 1-2yr ■ 16% new
Entry-cohort mix of 85 holders: 63 (74%) are 2+ year veterans, 8 entered 1–2 years ago, and 14 (16%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 21% AUM from major funds

21% from top-100 AUM funds
25 of 83 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.8
out of 10
Low Exit Risk
Exit risk score 2.8/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — CCU

In 2026 Q2, 47 hedge funds were net buyers of CCU (21 opened a new position, 26 added to an existing one), while 41 reduced or exited (24 trimmed, 17 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 21% of total institutional value in CCU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +4 funds (more new holders than closures). Total institutional holders: 83.

Hedge Fund Ownership: CCU

How many hedge funds hold CCU — quarterly history vs. share price
Quarterly hedge fund ownership of CCU vs. share price

Market Analysis: CCU

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: CCU

-- --

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 1 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
1.1
/ 10
conviction
Hedge Fund Positioning: CCU
83 + Investors

Track Smart Money conviction in CCU. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 83 79 5.06%
13F Shares 27M 26M 4.11%
Total Value $299M $292M 2.44%
New Positions 21 14 +7
Increased Positions 25 25 -
Closed Positions 17 16 +1
Reduced Positions 24 28 -4
Total Calls 1 2 -50.0%
Total Puts 1 2 -50.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: CCU

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q2)

83 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in CCU. Verified SEC 13F-HR filings.

QUARTER:
Top 25 CCU holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Fundamenta Capital S.A. 7.76% 1,194,528 $13.4M
2 Discerene Group LP 2.06% 1,634,502 $18.3M
3 R Squared Ltd 0.32% 54,129 $606K
4 First Eagle Investment Management, LLC 0.30% 16,119,532 $180.5M
5 MQS Management LLC 0.23% 17,032 $191K
6 Pension & Wealth Management Advisors, INC. 0.14% 12,480 $164K
7 Investors Research Corp 0.07% 34,375 $385K
8 Empowered Funds, LLC 0.04% 602,635 $6.7M
9 Stokes Family Office, LLC 0.03% 25,000 $280K
10 Fielder Capital Group LLC 0.03% 11,819 $132K
11 Naples Global Advisors, LLC 0.02% 29,100 $326K
12 BTG Pactual Asset Management US LLC 0.02% 24,531 $275K
13 XTX Topco Ltd 0.01% 58,869 $659K
14 Nomura Asset Management International INC. 0.01% 438,068 $4.9M
15 Jump Financial, LLC 0.01% 36,028 $548K
16 Elequin Capital, LP 0.01% 21,466 $240K
17 Ninety One UK Ltd 0.01% 279,410 $3.1M
18 Wellington Management Group LLP 0.01% 3,097,226 $34.7M
19 Renaissance Technologies LLC 0.00% 252,665 $2.8M
20 Stephens Inc /Ar/ 0.00% 26,518 $297K
21 Blue Trust, Inc. 0.00% 26,998 $302K
22 Aquatic Capital Management LLC 0.00% 7,313 $82K
23 Engineers Gate Manager LP 0.00% 15,080 $169K
24 Vident Advisory, LLC 0.00% 24,740 $277K
25 Silver Grove Financial Group, Inc. 0.00% 302 $3K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Compania Cervecerias Unidas (CCU)

What does the Smart Money Trend signal show for CCU?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added CCU than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for CCU?

Slight buying edge — 53% buying: Last quarter: 47 funds bought or added vs 41 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for CCU holders?

Strong quality — 21% AUM from major funds: 25 of 83 holders rank in the top 100 by AUM, accounting for 21% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held CCU?

66% of holders stayed for 2+ years: 55 out of 83 hedge funds have held CCU for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

Full history →