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Coca-Cola Femsa
KOF

102 hedge funds and large institutions have $1.27B invested in Coca-Cola Femsa in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.51M

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.01% less ownership

Funds ownership: 2.43% → 2.42% (-0.01%)

14% less capital invested

Capital invested by funds: $1.47B → $1.27B (-$200M)

15% less funds holding

Funds holding: 120 → 102 (-18)

73% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 22

Holders
102
Holders Change
-18
Holders Change %
-15%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
6
Increased
34
Reduced
32
Closed
22
Calls
$3.25M
Puts
$2.51M
Net Calls
+$738K
Net Calls Change
+$1.27M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$8M
2
APG Asset Management
APG Asset Management
Netherlands
+$5.64M
3
Invesco
Invesco
Georgia
+$3.44M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$3.08M
5
HIM
HughesLittle Investment Management
+$2.73M

Top Sellers

1
TBC
Tweedy, Browne Co
Connecticut
-$8.37M
2
VAM
Vontobel Asset Management
New York
-$5.74M
3
BlackRock
BlackRock
New York
-$4.61M
4
Morgan Stanley
Morgan Stanley
New York
-$3.99M
5
SC
Saturna Capital
Washington
-$2.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
26
EULAV Asset Management
Florida
$2.6M +$314K +3,000 +14%
VF
27
Virtu Financial
New York
$2.56M +$1.85M +17,669 +269%
U
28
UBS
Switzerland
$2.52M +$2.07M +19,812 +485%
Acadian Asset Management
29
Acadian Asset Management
Massachusetts
$2.48M -$1.18M -11,288 -32%
State Street
30
State Street
Massachusetts
$2.2M -$52.3K -500 -2%
TJHA
31
Thomas J. Herzfeld Advisors
Florida
$2.07M – – –
ClearBridge Investments
32
ClearBridge Investments
New York
$2.04M – – –
ACI
33
AMP Capital Investors
Australia
$1.76M -$282K -2,700 -14%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$1.75M +$208K +1,991 +14%
Northern Trust
35
Northern Trust
Illinois
$1.75M +$5.54K +53 +0.3%
HMC
36
Harvard Management Company
Massachusetts
$1.74M – – –
Allianz Asset Management
37
Allianz Asset Management
Germany
$1.61M -$265K -2,536 -14%
DekaBank Deutsche Girozentrale
38
DekaBank Deutsche Girozentrale
Germany
$1.57M +$10.5K +100 +0.7%
GF
39
Gabelli Funds
New York
$1.53M +$94.1K +900 +7%
ANTB
40
AMG National Trust Bank
Colorado
$1.48M +$1.47M +14,035 New
SO
41
STRS Ohio
Ohio
$1.48M – – –
HCM
42
Harvey Capital Management
Florida
$1.27M – – –
AG
43
Aperio Group
California
$1.26M +$1.25M +11,921 New
HPC
44
HM Payson & Co
Maine
$1.16M – – –
Fifth Third Bancorp
45
Fifth Third Bancorp
Ohio
$1.03M +$7.21K +69 +0.7%
PGA
46
Portland Global Advisors
Maine
$1.02M +$92.5K +885 +10%
PG
47
PEAK6 Group
Illinois
$974K -$12.2K -117 -1%
Wells Fargo
48
Wells Fargo
California
$938K +$125K +1,200 +16%
Nordea Investment Management
49
Nordea Investment Management
Sweden
$880K -$317K -3,030 -27%
Bank of America
50
Bank of America
North Carolina
$877K -$742K -7,098 -46%
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KOF Hedge Fund Activity: Q1 2014 in Review

102 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2014, worth a combined $1.27B — down 14% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KOF and 6 opened new positions — a net loss of 16 holders — while 32 trimmed existing stakes and 34 added.

The largest buyer was Goldman Sachs, adding an estimated $8M. The largest seller was Tweedy, Browne Co, cutting an estimated $8.37M.

  • 102 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2014, down from 120 in Q4 2013.
  • Funds reported $1.27B of Coca-Cola Femsa stock for Q1 2014, down 14% quarter-over-quarter.
  • 6 funds opened new Coca-Cola Femsa positions in Q1 2014 and 22 closed out, a net change of -16 holders.
  • The largest Coca-Cola Femsa buyer in Q1 2014 was Goldman Sachs, an estimated $8M added.
  • The largest Coca-Cola Femsa seller in Q1 2014 was Tweedy, Browne Co, an estimated $8.37M sold.

Based on aggregated 13F filings for Q1 2014.