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Coca-Cola Femsa
KOF

125 hedge funds and large institutions have $1.53B invested in Coca-Cola Femsa in 2013 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more call options, than puts

Call options by funds: $11.5M | Put options by funds: $5.41M

0% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 39

0.08% less ownership

Funds ownership: 2.52% → 2.44% (-0.08%)

2% less funds holding

Funds holding: 127 → 125 (-2)

11% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 19

13% less capital invested

Capital invested by funds: $1.75B → $1.53B (-$228M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
125
Holders Change
-2
Holders Change %
-1.57%
% of All Funds
4.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
17
Increased
39
Reduced
39
Closed
19
Calls
$11.5M
Puts
$5.41M
Net Calls
+$6.1M
Net Calls Change
-$10K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.42M
2
BIT
BlackRock Institutional Trust
California
+$8.46M
3
ESG
Emerging Sovereign Group
New York
+$5.44M
4
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
+$4.05M
5
OAM
Oxford Asset Management
United Kingdom
+$3.22M

Top Sellers

Rank Fund Capital Flow
1
TBC
Tweedy, Browne Co
Connecticut
-$23.3M
2
VF
Virtu Financial
New York
-$11.8M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$11.2M
4
AI
Axiom Investors
Connecticut
-$8.74M
5
Capital Fund Management (CFM)
Capital Fund Management (CFM)
France
-$5.82M
Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
26
Burgundy Asset Management
Ontario, Canada
$4.43M – – –
CS
27
Credit Suisse
Switzerland
$4.22M -$1.96M -14,258 -30%
RFS
28
Rockefeller Financial Services
New York
$3.94M -$4.57M -33,253 -52%
SC
29
Saturna Capital
Washington
$3.79M – – –
ACI
30
AMP Capital Investors
Australia
$3.6M -$165K -1,200 -4%
Citigroup
31
Citigroup
New York
$3.28M +$52K +379 +1%
Goldman Sachs
32
Goldman Sachs
New York
$3.09M +$839K +6,108 +33%
EAM
33
EULAV Asset Management
Florida
$2.78M +$453K +3,300 +18%
State Street
34
State Street
Massachusetts
$2.71M -$3.42M -24,900 -54%
ClearBridge Investments
35
ClearBridge Investments
New York
$2.68M – – –
Millennium Management
36
Millennium Management
New York
$2.49M +$805K +5,860 +42%
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$2.36M +$198K +1,442 +8%
Deutsche Bank
38
Deutsche Bank
Germany
$2.33M -$1.86M -13,549 -42%
Allianz Asset Management
39
Allianz Asset Management
Germany
$2.27M -$208K -1,515 -8%
Bank of America
40
Bank of America
North Carolina
$2.23M -$4.52M -32,889 -65%
PG
41
PEAK6 Group
Illinois
$2.17M +$2.26M +16,430 +92%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$2.12M +$369K +2,690 +19%
HMC
43
Harvard Management Company
Massachusetts
$2.08M – – –
IG
44
ING Group
Netherlands
$2.02M +$2.2M +16,050 New
DekaBank Deutsche Girozentrale
45
DekaBank Deutsche Girozentrale
Germany
$1.84M – – –
BII
46
Baring International Investment
United Kingdom
$1.8M +$1.96M +14,307 New
HI
47
HBK Investments
Texas
$1.77M -$804K -5,852 -29%
SO
48
STRS Ohio
Ohio
$1.76M -$879K -6,400 -31%
PP
49
PDT Partners
New York
$1.75M +$976K +7,110 +104%
GF
50
Gabelli Funds
New York
$1.71M – – –
1
2
3 4 5

KOF Hedge Fund Activity: Q3 2013 in Review

125 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2013, worth a combined $1.53B — down 13% from $1.75B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of KOF and 17 opened new positions — a net loss of 2 holders — while 39 trimmed existing stakes and 39 added.

The largest buyer was BlackRock, adding an estimated $9.42M. The largest seller was Tweedy, Browne Co, cutting an estimated $23.3M.

  • 125 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2013, down from 127 in Q2 2013.
  • Funds reported $1.53B of Coca-Cola Femsa stock for Q3 2013, down 13% quarter-over-quarter.
  • 17 funds opened new Coca-Cola Femsa positions in Q3 2013 and 19 closed out, a net change of -2 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2013 was BlackRock, an estimated $9.42M added.
  • The largest Coca-Cola Femsa seller in Q3 2013 was Tweedy, Browne Co, an estimated $23.3M sold.

Based on aggregated 13F filings for Q3 2013.