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Coca-Cola Femsa
KOF

105 hedge funds and large institutions have $938M invested in Coca-Cola Femsa in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $772M → $938M (+$166M)

4% more funds holding

Funds holding: 101 → 105 (+4)

0.06% more ownership

Funds ownership: 2.19% → 2.25% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

18% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $332K

Holders
105
Holders Change
+4
Holders Change %
+3.96%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
28
Reduced
34
Closed
8
Calls
–
Puts
$332K
Net Calls
-$332K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
CGI
Comgest Global Investors
France
+$19.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10.1M
3
Renaissance Technologies
Renaissance Technologies
New York
+$3.6M
4
Deutsche Bank
Deutsche Bank
Germany
+$2.01M
5
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$5.35M
2
HL
Harding Loevner
New Jersey
-$4.69M
3
VAM
Vontobel Asset Management
New York
-$2.44M
4
Bank of America
Bank of America
North Carolina
-$1.82M
5
Morgan Stanley
Morgan Stanley
New York
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$2.64M -$186K -2,577 -8%
MNA
27
Manning & Napier Advisors
New York
$2.35M -$44.3K -612 -2%
Citigroup
28
Citigroup
New York
$2.1M +$2.6K +36 +0.1%
ANTB
29
AMG National Trust Bank
Colorado
$1.71M -$103K -1,431 -7%
EAM
30
EULAV Asset Management
Florida
$1.66M – – –
Bank of America
31
Bank of America
North Carolina
$1.54M -$1.82M -25,230 -58%
HMC
32
Harvard Management Company
Massachusetts
$1.37M – – –
JP Morgan Chase
33
JP Morgan Chase
New York
$1.35M +$997K +13,791 +547%
Wells Fargo
34
Wells Fargo
California
$1.35M +$913K +12,622 +344%
Goldman Sachs
35
Goldman Sachs
New York
$1.34M +$668K +9,230 +134%
DekaBank Deutsche Girozentrale
36
DekaBank Deutsche Girozentrale
Germany
$1.27M -$5.35M -74,000 -83%
GF
37
Gabelli Funds
New York
$1.2M – – –
Millennium Management
38
Millennium Management
New York
$1.2M -$951K -13,147 -48%
SO
39
STRS Ohio
Ohio
$1.16M – – –
HSBC Holdings
40
HSBC Holdings
United Kingdom
$1.16M – – –
ClearBridge Investments
41
ClearBridge Investments
New York
$1.15M +$13.5K +186 +1%
Mitsubishi UFJ Trust & Banking
42
Mitsubishi UFJ Trust & Banking
Japan
$1.13M +$339K +4,690 +53%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$1.1M – – –
VF
44
Virtu Financial
New York
$1.02M +$427K +5,901 +92%
EAM
45
Edge Asset Management
Washington
$1.02M -$75.6K -1,045 -8%
State Street
46
State Street
Massachusetts
$952K – – –
FIM
47
Freedom Investment Management
Connecticut
$927K +$95.5K +1,320 +13%
MTB
48
Mizuho Trust & Banking
Japan
$925K +$806K +11,143 New
HPC
49
HM Payson & Co
Maine
$914K – – –
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$829K -$20.2K -280 -3%
1
2
3 4 5

KOF Hedge Fund Activity: Q1 2016 in Review

105 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2016, worth a combined $938M — up 21% from $772M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KOF positions and 8 closed out — a net gain of 5 holders — while 28 added to existing stakes and 34 trimmed.

The largest buyer was Comgest Global Investors, adding an estimated $19.3M. The largest seller was DekaBank Deutsche Girozentrale, cutting an estimated $5.35M.

  • 105 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2016, up from 101 in Q4 2015.
  • Funds reported $938M of Coca-Cola Femsa stock for Q1 2016, up 21% quarter-over-quarter.
  • 13 funds opened new Coca-Cola Femsa positions in Q1 2016 and 8 closed out, a net change of +5 holders.
  • The largest Coca-Cola Femsa buyer in Q1 2016 was Comgest Global Investors, an estimated $19.3M added.
  • The largest Coca-Cola Femsa seller in Q1 2016 was DekaBank Deutsche Girozentrale, an estimated $5.35M sold.

Based on aggregated 13F filings for Q1 2016.