Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Compania Cervecerias Unidas (CCU)

77 + 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
46%

Smart Money Signals — CCU

Based on 77 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their CCU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 85% of 3.0Y peak

85% of all-time peak
77 funds currently hold this stock — 85% of the 3.0-year high of 91 funds (reached 2023 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold CCU compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 46% buying

38 buying44 selling
Last quarter: 44 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~13 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 5 → 14 → 13. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

■ 66% conviction (2yr+) ■ 22% medium ■ 12% new
51 out of 77 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.
📈

Growing discovery — still being found

14 → 14 → 5 → 14 → 13 new funds/Q
New funds entering each quarter: 14 → 5 → 14 → 13. A growing number of institutions are discovering CCU each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 72% veterans vs 15% newcomers

■ 72% veterans ■ 12% 1-2yr ■ 15% new
Entry-cohort mix of 80 holders: 58 (72%) are 2+ year veterans, 10 entered 1–2 years ago, and 12 (15%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
✅

Strong quality — 20% AUM from major funds

20% from top-100 AUM funds
22 of 76 holders rank in the top 100 by AUM, accounting for 20% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.7
out of 10
Low Exit Risk
Exit risk score 2.7/10 — 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 Q1, 38 hedge funds were net buyers of CCU (13 opened a new position, 25 added to an existing one), while 44 reduced or exited (28 trimmed, 16 sold completely) — a 46% buyer ratio, indicating roughly balanced activity. 20% of total institutional value in CCU is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -3 funds (more exits than new entries). Total institutional holders: 77.

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.

Is It Too Late to Buy Compania Cervecerias Unidas (CCU) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much CCU has moved relative to its sector benchmark (XLP) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 81d ago
CCU
nan%
XLP
nan%

CCU outperformed XLP by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 36d ago
CCU
nan%
XLP
nan%

Since the filing became public, CCU outperformed XLP by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

5 top-rated funds 0 high-conviction
Consensus
3.4
/ 10
breadth
×
Elite
0.6
/ 10
conviction
Hedge Fund Positioning: CCU
77 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 77 80 -3.75%
13F Shares 26M 26M 0.62%
Total Value $292M $330M -11.43%
New Positions 13 14 -1
Increased Positions 25 29 -4
Closed Positions 16 11 +5
Reduced Positions 27 25 +2
Total Calls 2 1 100.0%
Total Puts 2 1 100.0%
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: CCU

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Valuation Measures Data as of: --

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

Financial Highlights

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Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

77 + 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 Q1 · 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 Nomura Asset Management International INC. 0.01% 505,139 $5.7M
13 XTX Topco Ltd 0.01% 41,739 $474K
14 Ninety One UK Ltd 0.01% 279,410 $3.2M
15 Wellington Management Group LLP 0.01% 3,091,528 $35.1M
16 Jump Financial, LLC 0.01% 38,636 $439K
17 Renaissance Technologies LLC 0.01% 313,252 $3.6M
18 Stephens Inc /Ar/ 0.00% 27,134 $308K
19 Schonfeld Strategic Advisors LLC 0.00% 45,251 $514K
20 Blue Trust, Inc. 0.00% 25,085 $285K
21 Vident Advisory, LLC 0.00% 27,797 $315K
22 Guggenheim Capital LLC 0.00% 25,303 $287K
23 First Horizon Corp 0.00% 3,458 $39K
24 Intentional Wealth Strategies, LLC 0.00% 141 $2K
25 American Century Companies Inc 0.00% 232,917 $2.6M
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their CCU positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for CCU?

More sellers than buyers — 46% buying: Last quarter: 44 funds reduced or exited vs 38 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for CCU holders?

Strong quality — 20% AUM from major funds: 22 of 76 holders rank in the top 100 by AUM, accounting for 20% 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: 51 out of 77 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.

Is it too late to buy Compania Cervecerias Unidas (CCU) following the 2026 Q1 hedge fund 13F filings?

As of today, CCU has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLP sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), CCU has gained nan% vs nan% for XLP. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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