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Coca-Cola Femsa

108 hedge funds and large institutions have $831M invested in Coca-Cola Femsa in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $6.63M | Put options by funds: $1.35M

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

0.23% more ownership

Funds ownership: 2.4%2.63% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 110108 (-2)

7% less capital invested

Capital invested by funds: $893M → $831M (-$62.6M)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
37
Reduced
24
Closed
23
Calls
$6.63M
Puts
$1.35M
Net Calls
+$5.28M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
BIT
26
BlackRock Institutional Trust
California
$2.89M -$533K -7,628 -14%
OAM
27
Oxford Asset Management
United Kingdom
$2.79M +$53.9K +771 +2%
Goldman Sachs
28
Goldman Sachs
New York
$2.18M +$166K +2,373 +7%
APG Asset Management
29
APG Asset Management
Netherlands
$2.08M -$692K -9,900 -22%
PTCG
30
Pring Turner Capital Group
California
$1.97M +$36K +515 +2%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.96M +$2.15M +30,810 New
Citigroup
32
Citigroup
New York
$1.59M
Wells Fargo
33
Wells Fargo
California
$1.56M +$361K +5,172 +27%
H
34
Hexavest
Quebec, Canada
$1.42M +$1.26M +18,045 +413%
GAM
35
Gotham Asset Management
New York
$1.14M -$56K -801 -4%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.13M -$3.04M -43,494 -71%
CS
37
Credit Suisse
Switzerland
$1.09M +$340K +4,868 +40%
Bank of America
38
Bank of America
North Carolina
$1.08M +$21.8K +312 +2%
PG
39
PEAK6 Group
Illinois
$1.07M +$1.18M +16,919 New
HMC
40
Harvard Management Company
Massachusetts
$1.05M
BG
41
BlackRock Group
United Kingdom
$1.01M
GA
42
GFS Advisors
Texas
$961K +$398K +5,700 +60%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$949K +$1.04M +14,908 +8,821%
GF
44
Gabelli Funds
New York
$921K
RJA
45
Raymond James & Associates
Florida
$910K +$1M +14,323 New
SO
46
STRS Ohio
Ohio
$889K
HSBC Holdings
47
HSBC Holdings
United Kingdom
$881K
EAM
48
EULAV Asset Management
Florida
$832K -$482K -6,900 -35%
BIM
49
BlackRock Investment Management
Delaware
$814K +$427K +6,106 +91%
State Street
50
State Street
Massachusetts
$732K +$4.89K +70 +0.6%

KOF Hedge Fund Activity: Q4 2016 in Review

108 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2016, worth a combined $831M — down 7% from $893M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KOF and 22 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 37 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $63.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $11.9M sold.

  • 108 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2016, down from 110 in Q3 2016.
  • Funds reported $831M of Coca-Cola Femsa stock for Q4 2016, down 7% quarter-over-quarter.
  • 22 funds opened new Coca-Cola Femsa positions in Q4 2016 and 23 closed out, a net change of -1 holder.
  • The largest Coca-Cola Femsa buyer in Q4 2016 was Macquarie Group, an estimated $63.3M added.
  • The largest Coca-Cola Femsa seller in Q4 2016 was Arrowstreet Capital, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2016.