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Coca-Cola Femsa
KOF

101 hedge funds and large institutions have $772M invested in Coca-Cola Femsa in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

6% more capital invested

Capital invested by funds: $731M → $772M (+$41.2M)

0.07% more ownership

Funds ownership: 2.12% → 2.19% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less funds holding

Funds holding: 105 → 101 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $333K

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
32
Reduced
27
Closed
13
Calls
–
Puts
$333K
Net Calls
-$333K
Net Calls Change
+$9.82M

Top Buyers

1
CGI
Comgest Global Investors
France
+$12.3M
2
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
+$9.35M
3
HL
Harding Loevner
New Jersey
+$8.36M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.84M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.91M

Top Sellers

1
PG
PEAK6 Group
Illinois
-$3.59M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.15M
3
Bank of America
Bank of America
North Carolina
-$2.03M
4
Goldman Sachs
Goldman Sachs
New York
-$1.72M
5
FIM
Freedom Investment Management
Connecticut
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.43M +$682K +9,193 +37%
AQR Capital Management
27
AQR Capital Management
Connecticut
$2.3M -$1.43M -19,331 -37%
Arrowstreet Capital
28
Arrowstreet Capital
Massachusetts
$2.11M +$1.04M +13,944 +88%
MNA
29
Manning & Napier Advisors
New York
$2.05M -$39K -526 -2%
Millennium Management
30
Millennium Management
New York
$1.95M -$431K -5,806 -17%
Citigroup
31
Citigroup
New York
$1.79M – – –
ANTB
32
AMG National Trust Bank
Colorado
$1.56M +$14.4K +194 +0.9%
SMDAM
33
Sumitomo Mitsui DS Asset Management
Japan
$1.46M +$497K +6,700 +48%
EAM
34
EULAV Asset Management
Florida
$1.42M – – –
HMC
35
Harvard Management Company
Massachusetts
$1.17M – – –
GF
36
Gabelli Funds
New York
$1.03M – – –
MIS
37
Morningstar Investment Services
Illinois
$1.01M -$66.1K -890 -6%
SO
38
STRS Ohio
Ohio
$991K – – –
HSBC Holdings
39
HSBC Holdings
United Kingdom
$979K +$282K +3,800 +38%
ClearBridge Investments
40
ClearBridge Investments
New York
$971K – – –
EAM
41
Edge Asset Management
Washington
$942K -$1.36M -18,389 -58%
CS
42
Credit Suisse
Switzerland
$939K +$685K +9,225 +229%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$936K – – –
OMC
44
Old Mission Capital
Illinois
$888K +$931K +12,539 New
State Street
45
State Street
Massachusetts
$811K +$4.53K +61 +0.5%
HPC
46
HM Payson & Co
Maine
$779K – – –
Invesco
47
Invesco
Georgia
$766K +$574K +7,728 +250%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$727K +$197K +2,658 +35%
FIM
49
Freedom Investment Management
Connecticut
$696K -$1.65M -22,193 -69%
Jane Street
50
Jane Street
New York
$683K +$171K +2,308 +31%
1
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3 4 5

KOF Hedge Fund Activity: Q4 2015 in Review

101 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2015, worth a combined $772M — up 5.6% from $731M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of KOF and 9 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 32 added.

The largest buyer was Comgest Global Investors, opening a new position worth an estimated $12.3M. The largest seller was PEAK6 Group, cutting an estimated $3.59M.

  • 101 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2015, down from 105 in Q3 2015.
  • Funds reported $772M of Coca-Cola Femsa stock for Q4 2015, up 5.6% quarter-over-quarter.
  • 9 funds opened new Coca-Cola Femsa positions in Q4 2015 and 13 closed out, a net change of -4 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2015 was Comgest Global Investors, an estimated $12.3M added.
  • The largest Coca-Cola Femsa seller in Q4 2015 was PEAK6 Group, an estimated $3.59M sold.

Based on aggregated 13F filings for Q4 2015.