Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

COMPANIA CERVECERIAS UNIDAS (CCU)

82 + 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
↑ +3
Streak
1Q ▲
Buyers last Q
54%

Smart Money Signals — CCU

Based on 80 hedge funds · latest filing: 2025 Q4 · 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 — 89% of 3.0Y peak

89% of all-time peak
80 funds currently hold this stock — 89% of the 3.0-year high of 90 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+6 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 54% buying

43 buying37 selling
Last quarter: 43 funds bought or added vs 37 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 (+9 vs last Q)

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

62% of holders stayed for 2+ years

■ 62% conviction (2yr+) ■ 19% medium ■ 19% new
50 out of 80 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.
📊

Peak discovery — momentum slowing

18 → 14 → 14 → 5 → 14 new funds/Q
New funds entering each quarter: 14 → 14 → 5 → 14. CCU is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 66% of holders stayed 2+ years

■ 66% veterans ■ 9% 1-2yr ■ 26% new
Of 82 current holders: 54 (66%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
📋

Smaller funds dominant — 15% AUM from top-100

15% from top-100 AUM funds
17 of 80 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.
2.9
out of 10
Low Exit Risk
Exit risk score 2.9/10 — 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 2025 Q4, 43 hedge funds were net buyers of CCU (14 opened a new position, 29 added to an existing one), while 37 reduced or exited (26 trimmed, 11 sold completely) — a 54% buyer ratio, indicating a slight buying edge. Net fund flow last quarter: +3 funds (more new holders than closures). Total institutional holders: 80.

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.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

4 top-rated funds 2 high-conviction
Consensus
3.0
/ 10
breadth
×
Elite
2.0
/ 10
conviction
Hedge Fund Positioning: CCU
2026 Q1 Stats Unlock in 4 days 82 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 82 78 5.13%
13F Shares 26M 26M -0.21%
Total Value $330M $310M 6.46%
New Positions 14 5 +9
Increased Positions 31 26 +5
Closed Positions 11 14 -3
Reduced Positions 28 29 -1
Total Calls 1 1 -
Total Puts 1 0 100%
PUT/CALL Ratio 1.0 0.0 Neutral

Statistics: CCU

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

82 + 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 institutional holders of CCU — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Discerene Group LP 2.25% 1,872,635 $21.3M
2 R Squared Ltd 0.31% 50,284 $571K
3 First Eagle Investment Management, LLC 0.24% 16,120,458 $183.0M
4 BLI - Banque de Luxembourg Investments 0.15% 400,000 $5.0M
5 Investors Research Corp 0.08% 34,775 $395K
6 First Affirmative Financial Network 0.07% 11,792 $143K
7 Elequin Capital, LP 0.04% 46,811 $531K
8 Stokes Family Office, LLC 0.03% 25,000 $284K
9 Fielder Capital Group LLC 0.03% 11,819 $134K
10 NAPLES GLOBAL ADVISORS, LLC 0.02% 29,250 $332K
11 BTG Pactual Asset Management US LLC 0.02% 24,083 $273K
12 EverSource Wealth Advisors, LLC 0.01% 3,713 $328K
13 NOMURA ASSET MANAGEMENT INTERNATIONAL INC. 0.01% 505,139 $5.7M
14 XTX Topco Ltd 0.01% 41,739 $474K
15 Ninety One UK Ltd 0.01% 279,410 $3.2M
16 WELLINGTON MANAGEMENT GROUP LLP 0.01% 3,091,528 $35.1M
17 Jump Financial, LLC 0.01% 38,636 $439K
18 RENAISSANCE TECHNOLOGIES LLC 0.01% 313,252 $3.6M
19 STEPHENS INC /AR/ 0.00% 27,134 $308K
20 Schonfeld Strategic Advisors LLC 0.00% 45,251 $514K
21 Blue Trust, Inc. 0.00% 25,085 $285K
22 Vident Advisory, LLC 0.00% 27,797 $315K
23 GUGGENHEIM CAPITAL LLC 0.00% 25,303 $287K
24 FIRST HORIZON CORP 0.00% 3,458 $39K
25 Intentional Wealth Strategies, LLC 0.00% 141 $2K
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 — 54% buying: Last quarter: 43 funds bought or added vs 37 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?

Smaller funds dominant — 15% AUM from top-100: 17 of 80 holders rank in the top 100 by AUM, but together hold only 15% of total institutional value. The stock is held primarily by smaller and mid-sized funds.

How long have hedge funds held CCU?

62% of holders stayed for 2+ years: 50 out of 80 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.