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Coca-Cola Femsa
KOF

120 hedge funds and large institutions have $1.47B invested in Coca-Cola Femsa in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

0.01% less ownership

Funds ownership: 2.44% → 2.43% (-0.01%)

4% less capital invested

Capital invested by funds: $1.53B → $1.47B (-$55.7M)

4% less funds holding

Funds holding: 125 → 120 (-5)

13% less call options, than puts

Call options by funds: $3.48M | Put options by funds: $4.02M

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

37% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 46

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
15
Increased
29
Reduced
46
Closed
20
Calls
$3.48M
Puts
$4.02M
Net Calls
-$533K
Net Calls Change
-$6.63M

Top Buyers

1
Invesco
Invesco
Georgia
+$9.14M
2
APG Asset Management
APG Asset Management
Netherlands
+$6.67M
3
HL
Harding Loevner
New Jersey
+$5.75M
4
Deutsche Bank
Deutsche Bank
Germany
+$5.28M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.99M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$7.22M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$6.53M
3
VAM
Vontobel Asset Management
New York
-$6.48M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.38M
5
ESG
Emerging Sovereign Group
New York
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$3.17M -$2.52K -21 -0.1%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$2.65M +$1.42M +11,800 +118%
EAM
28
EULAV Asset Management
Florida
$2.63M -$60.1K -500 -2%
State Street
29
State Street
Massachusetts
$2.6M -$16.8K -140 -0.7%
TJHA
30
Thomas J. Herzfeld Advisors
Florida
$2.39M +$108K +900 +5%
ACI
31
AMP Capital Investors
Australia
$2.38M -$1M -8,350 -30%
ClearBridge Investments
32
ClearBridge Investments
New York
$2.35M -$241K -2,000 -9%
Millennium Management
33
Millennium Management
New York
$2.19M -$214K -1,779 -9%
Allianz Asset Management
34
Allianz Asset Management
Germany
$2.17M -$22.7K -189 -1%
RFS
35
Rockefeller Financial Services
New York
$2.06M -$1.72M -14,311 -46%
Northern Trust
36
Northern Trust
Illinois
$2.01M +$1.99M +16,547 New
HMC
37
Harvard Management Company
Massachusetts
$2.01M – – –
Goldman Sachs
38
Goldman Sachs
New York
$1.94M -$1.04M -8,655 -35%
Bank of America
39
Bank of America
North Carolina
$1.88M -$270K -2,249 -13%
Mirae Asset Global Investments
40
Mirae Asset Global Investments
South Korea
$1.86M +$1.23M +10,207 +200%
IG
41
ING Group
Netherlands
$1.81M -$126K -1,050 -7%
DekaBank Deutsche Girozentrale
42
DekaBank Deutsche Girozentrale
Germany
$1.8M +$16.8K +140 +1%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$1.78M -$262K -2,175 -13%
SO
44
STRS Ohio
Ohio
$1.71M – – –
OAM
45
Oxford Asset Management
United Kingdom
$1.7M -$2.56M -21,313 -60%
Jane Street
46
Jane Street
New York
$1.66M +$1.17M +9,713 +246%
GF
47
Gabelli Funds
New York
$1.66M – – –
HCM
48
Harvey Capital Management
Florida
$1.46M +$241K +2,000 +20%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$1.38M – – –
HPC
50
HM Payson & Co
Maine
$1.34M – – –
1
2
3 4 5

KOF Hedge Fund Activity: Q4 2013 in Review

120 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2013, worth a combined $1.47B — down 3.7% from $1.53B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of KOF and 15 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 29 added.

The largest buyer was Invesco, adding an estimated $9.14M. The largest seller was BlackRock Institutional Trust, cutting an estimated $7.22M.

  • 120 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2013, down from 125 in Q3 2013.
  • Funds reported $1.47B of Coca-Cola Femsa stock for Q4 2013, down 3.7% quarter-over-quarter.
  • 15 funds opened new Coca-Cola Femsa positions in Q4 2013 and 20 closed out, a net change of -5 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2013 was Invesco, an estimated $9.14M added.
  • The largest Coca-Cola Femsa seller in Q4 2013 was BlackRock Institutional Trust, an estimated $7.22M sold.

Based on aggregated 13F filings for Q4 2013.