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Coca-Cola Femsa

109 hedge funds and large institutions have $938M invested in Coca-Cola Femsa in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

0.01% more ownership

Funds ownership: 2.87%2.88% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 114109 (-5)

6% less capital invested

Capital invested by funds: $993M → $938M (-$55.2M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

100% less call options, than puts

Call options by funds: $6K | Put options by funds: $3.36M

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
35
Reduced
31
Closed
16
Calls
$6K
Puts
$3.36M
Net Calls
-$3.36M
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
OAC
26
OMERS Administration Corp
Ontario, Canada
$2.54M +$2.58M +40,300 New
AQR Capital Management
27
AQR Capital Management
Connecticut
$2.27M +$17.2K +269 +0.7%
FGP
28
Foyston, Gordon, & Payne
Ontario, Canada
$2.11M -$52.2K -815 -2%
MNG
29
Manning & Napier Group
New York
$1.97M +$20.5K +320 +1%
Acadian Asset Management
30
Acadian Asset Management
Massachusetts
$1.91M +$1.97M +30,704 New
Deutsche Bank
31
Deutsche Bank
Germany
$1.75M -$450K -7,023 -20%
SGDR
32
SPX Gestao de Recursos
Brazil
$1.73M +$69.8K +1,090 +4%
UBS Group
33
UBS Group
Switzerland
$1.71M +$10.4K +163 +0.6%
Arrowstreet Capital
34
Arrowstreet Capital
Massachusetts
$1.68M +$1.74M +27,100 New
Citigroup
35
Citigroup
New York
$1.55M
Stifel Financial
36
Stifel Financial
Missouri
$1.37M -$23.8K -372 -2%
Janus Henderson Group
37
Janus Henderson Group
United Kingdom
$1.34M -$666K -10,400 -33%
ANTB
38
AMG National Trust Bank
Colorado
$1.33M +$35.2K +550 +3%
VF
39
Virtu Financial
New York
$1.23M -$668K -10,427 -34%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$1.14M +$764K +11,927 +187%
LOAMS
41
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.13M +$1.17M +18,241 New
Jane Street
42
Jane Street
New York
$1.08M -$408K -6,368 -27%
Goldman Sachs
43
Goldman Sachs
New York
$1.01M +$813K +12,691 +351%
SAM
44
Shell Asset Management
Netherlands
$983K -$35.6K -556 -3%
SO
45
STRS Ohio
Ohio
$869K
GF
46
Gabelli Funds
New York
$839K
GAM
47
Gotham Asset Management
New York
$771K -$64 -1 -0%
TD Asset Management
48
TD Asset Management
Ontario, Canada
$657K -$4.61K -72 -0.9%
Connor, Clark & Lunn Investment Management (CC&L)
49
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$652K +$9.61K +150 +1%
Marshall Wace
50
Marshall Wace
United Kingdom
$650K +$645K +10,067 +2,588%

KOF Hedge Fund Activity: Q2 2019 in Review

109 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2019, worth a combined $938M — down 5.6% from $993M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KOF and 11 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 35 added.

The largest buyer was HSBC Holdings, adding an estimated $11.9M. The largest seller was Burgundy Asset Management, cutting an estimated $10.6M.

  • 109 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2019, down from 114 in Q1 2019.
  • Funds reported $938M of Coca-Cola Femsa stock for Q2 2019, down 5.6% quarter-over-quarter.
  • 11 funds opened new Coca-Cola Femsa positions in Q2 2019 and 16 closed out, a net change of -5 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2019 was HSBC Holdings, an estimated $11.9M added.
  • The largest Coca-Cola Femsa seller in Q2 2019 was Burgundy Asset Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2019.