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Coca-Cola Femsa

104 hedge funds and large institutions have $809M invested in Coca-Cola Femsa in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

0.08% more ownership

Funds ownership: 2.63%2.71% (+0.08%)

4% less funds holding

Funds holding: 108104 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less capital invested

Capital invested by funds: $917M → $809M (-$108M)

61% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $3.48M

Holders
104
Holders Change
-4
Holders Change %
-3.7%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
35
Reduced
30
Closed
17
Calls
$1.35M
Puts
$3.48M
Net Calls
-$2.13M
Net Calls Change
+$790K
Name Holding Trade Value Shares
Change
Change in
Stake
FGP
26
Foyston, Gordon, & Payne
Ontario, Canada
$2.01M +$54.4K +889 +3%
HIM
27
HughesLittle Investment Management
$2M -$3.3M -53,900 -60%
ICP
28
Indus Capital Partners
New York
$1.98M +$2.14M +35,000 New
PTCG
29
Pring Turner Capital Group
California
$1.75M -$19.6K -320 -1%
MNG
30
Manning & Napier Group
New York
$1.56M +$59.1K +966 +4%
PPFA
31
Provida Pension Fund Administrator
Chile
$1.46M +$17.6K +287 +1%
Citigroup
32
Citigroup
New York
$1.41M
UBS Group
33
UBS Group
Switzerland
$1.38M -$202K -3,296 -12%
BNP Paribas Financial Markets
34
BNP Paribas Financial Markets
France
$1.19M +$1.29M +21,028 New
JP Morgan Chase
35
JP Morgan Chase
New York
$1.18M +$1.13M +18,536 +767%
Stifel Financial
36
Stifel Financial
Missouri
$1.18M +$282K +4,615 +28%
TD Asset Management
37
TD Asset Management
Ontario, Canada
$1.02M +$36.5K +596 +5%
SAM
38
Shell Asset Management
Netherlands
$1.02M -$164K -2,687 -13%
GF
39
Gabelli Funds
New York
$818K
SO
40
STRS Ohio
Ohio
$790K
HSBC Holdings
41
HSBC Holdings
United Kingdom
$782K -$480K -7,848 -36%
GAM
42
Gotham Asset Management
New York
$744K -$742K -12,134 -48%
Acadian Asset Management
43
Acadian Asset Management
Massachusetts
$705K -$1.68M -27,501 -69%
Geode Capital Management
44
Geode Capital Management
Massachusetts
$692K +$565K +9,233 +303%
RA
45
Rational Advisors
New York
$657K +$712K +11,640 New
PAM
46
PVG Asset Management
Colorado
$656K +$712K +11,640 New
APG Asset Management
47
APG Asset Management
Netherlands
$621K -$48.9K -800 -6%
BlackRock
48
BlackRock
New York
$599K +$275K +4,494 +73%
DCP
49
DSM Capital Partners
Florida
$539K +$345K +5,635 +144%
GA
50
GFS Advisors
Texas
$535K +$254K +4,150 +78%

KOF Hedge Fund Activity: Q2 2018 in Review

104 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2018, worth a combined $809M — down 12% from $917M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KOF and 15 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 35 added.

The largest buyer was INCA Investments, opening a new position worth an estimated $27.9M. The largest seller was Harding Loevner, cutting an estimated $14.7M.

  • 104 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2018, down from 108 in Q1 2018.
  • Funds reported $809M of Coca-Cola Femsa stock for Q2 2018, down 12% quarter-over-quarter.
  • 15 funds opened new Coca-Cola Femsa positions in Q2 2018 and 17 closed out, a net change of -2 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2018 was INCA Investments, an estimated $27.9M added.
  • The largest Coca-Cola Femsa seller in Q2 2018 was Harding Loevner, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2018.