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ABEV Holdings Changes image
This page summarizes the ABEV holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether ABEV is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing ABEV Share Count
Allspring Global Investments Holdings LLC 762,440 2,342,440 +1,580,000 +207.23%
Monticello Wealth Management LLC 50,942 92,856 +41,914 +82.28%
Spire Wealth Management 8,100 10,808 +2,708 +33.43%
NBC Securities Inc. 78,990 102,236 +23,246 +29.43%
One Wealth Advisors LLC 74,829 95,880 +21,051 +28.13%
JJJ Advisors Inc. 33,467 41,518 +8,051 +24.06%
Park National Corp OH 11,688 14,164 +2,476 +21.18%
Welch Group LLC 14,816 17,795 +2,979 +20.11%
Cambridge Investment Research Advisors Inc. 375,686 443,427 +67,741 +18.03%
Jeppson Wealth Management LLC 212,925 251,000 +38,075 +17.88%
Ballentine Partners LLC 61,365 72,195 +10,830 +17.65%
Sumitomo Mitsui Trust Holdings Inc. 619,122 704,122 +85,000 +13.73%
Hartford Financial Management Inc. 12,739 14,468 +1,729 +13.57%
Perpetual Ltd 59,059,948 65,003,922 +5,943,974 +10.06%
OneAscent Financial Services LLC 18,819 20,637 +1,818 +9.66%
Pinnacle Bank 10,873 11,827 +954 +8.77%
Regions Financial Corp 100,939 106,750 +5,811 +5.76%
180 Wealth Advisors LLC 35,580 37,053 +1,473 +4.14%
Eldred Rock Partners LLC 459,032 477,913 +18,881 +4.11%
CWM LLC 17,279 17,723 +444 +2.57%
Stablepoint Partners LLC 12,945 13,217 +272 +2.10%
Foundation Resource Management Inc. 2,780,625 2,829,628 +49,003 +1.76%
Procyon Private Wealth Partners LLC 13,499 13,647 +148 +1.10%
13F Filers Reporting New Positions In ABEV
SOL Capital Management CO 0 12,000 +12,000 +100%
Oldfield Partners LLP 0 4,901,900 +4,901,900 +100%
Assenagon Asset Management S.A. 0 186,539 +186,539 +100%
Iron Financial LLC 0 13,377 +13,377 +100%
Radnor Capital Management LLC 0 10,000 +10,000 +100%
Fermata Advisors LLC 0 46,488 +46,488 +100%
Abacus Wealth Partners LLC 0 15,306 +15,306 +100%
GSG Advisors LLC 0 59,796 +59,796 +100%
Wynn Capital LLC 0 24,260 +24,260 +100%
Sunpointe LLC 0 10,789 +10,789 +100%
13F Filers With Unchanged Share Count
Caldwell Sutter Capital Inc. 111 111 UNCH 0.00%
Salem Investment Counselors Inc. 4,000 4,000 UNCH 0.00%
AdvisorNet Financial Inc 6,000 6,000 UNCH 0.00%
Mather Group LLC. 17,705 17,705 UNCH 0.00%
Riverview Trust Co 31,548 31,548 UNCH 0.00%
Unison Advisors LLC 289,963 289,963 UNCH 0.00%
Perennial Advisors LLC 10,000 10,000 UNCH 0.00%
Wagner Wealth Management LLC 10,525 10,525 UNCH 0.00%
Global Retirement Partners LLC 2 2 UNCH 0.00%
Banque Cantonale Vaudoise 693,600 693,600 UNCH 0.00%
S.A. Mason LLC 500 500 UNCH 0.00%
CVA Family Office LLC 80,000 80,000 UNCH 0.00%
Rosenberg Matthew Hamilton 10,250 10,250 UNCH 0.00%
International Assets Investment Management LLC 12,930 12,930 UNCH 0.00%
Hexagon Capital Partners LLC 621 621 UNCH 0.00%
Viewpoint Capital Management LLC 16,300 16,300 UNCH 0.00%
Chemistry Wealth Management LLC 36,618 36,618 UNCH 0.00%
13F Filers Decreasing ABEV Share Count
Veriti Management LLC 37,101 16,884 -20,217 -54.49%
Raymond James & Associates 1,133,135 710,699 -422,436 -37.28%
GAMMA Investing LLC 1,160 856 -304 -26.21%
Keel Point LLC 14,286 12,655 -1,631 -11.42%
Peoples Bank KS 5,800 5,500 -300 -5.17%
Fifth Third Bancorp 487,691 479,797 -7,894 -1.62%
Park Avenue Securities LLC 33,397 33,037 -360 -1.08%
13F Filers Exiting ABEV
Sapient Capital LLC 33,692 0 -33,692 -100.00%
Arlington Trust Co LLC 1,164 0 -1,164 -100.00%
Foster Group Inc. 12,100 0 -12,100 -100.00%
Tennessee Valley Asset Management Partners 105 0 -105 -100.00%
Game Plan Financial Advisors LLC 373 0 -373 -100.00%
Ritholtz Wealth Management 30,031 0 -30,031 -100.00%
Traynor Capital Management Inc. 12,195 0 -12,195 -100.00%
Gradient Investments LLC 179 0 -179 -100.00%

See Summary: Institutional Holders of ABEV
See Details: Top 10 Hedge Funds Holding ABEV

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