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Coca-Cola Femsa

105 hedge funds and large institutions have $883M invested in Coca-Cola Femsa in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

0.1% less ownership

Funds ownership: 2.88%2.77% (-0.1%)

4% less funds holding

Funds holding: 109105 (-4)

6% less capital invested

Capital invested by funds: $938M → $883M (-$55.2M)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

86% less call options, than puts

Call options by funds: $36K | Put options by funds: $249K

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
11
Increased
36
Reduced
31
Closed
15
Calls
$36K
Puts
$249K
Net Calls
-$213K
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
OAM
26
Oxford Asset Management
United Kingdom
$2.79M -$500K -8,245 -15%
FGP
27
Foyston, Gordon, & Payne
Ontario, Canada
$2.64M +$588K +9,702 +29%
OAC
28
OMERS Administration Corp
Ontario, Canada
$2.44M
AQR Capital Management
29
AQR Capital Management
Connecticut
$2.43M +$222K +3,657 +10%
MNG
30
Manning & Napier Group
New York
$2M +$81.7K +1,348 +4%
Goldman Sachs
31
Goldman Sachs
New York
$1.96M +$974K +16,071 +99%
Citigroup
32
Citigroup
New York
$1.88M +$360K +5,930 +24%
SGDR
33
SPX Gestao de Recursos
Brazil
$1.69M
VF
34
Virtu Financial
New York
$1.62M +$422K +6,959 +35%
UBS Group
35
UBS Group
Switzerland
$1.55M -$110K -1,815 -7%
AIM
36
ARGA Investment Management
Connecticut
$1.46M -$24.6M -405,937 -94%
Stifel Financial
37
Stifel Financial
Missouri
$1.33M -$10.3K -170 -0.8%
Janus Henderson Group
38
Janus Henderson Group
United Kingdom
$1.3M -$6.06K -100 -0.5%
ANTB
39
AMG National Trust Bank
Colorado
$1.23M -$64.4K -1,063 -5%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$1.09M -$17.7K -292 -2%
SAM
41
Shell Asset Management
Netherlands
$959K
SO
42
STRS Ohio
Ohio
$848K
US Bancorp
43
US Bancorp
Minnesota
$800K +$708K +11,671 +762%
GF
44
Gabelli Funds
New York
$758K -$60.6K -1,000 -7%
MWNA
45
Marshall Wace North America
New York
$742K +$742K +12,246 New
GAM
46
Gotham Asset Management
New York
$741K -$11.1K -183 -1%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$684K +$90.3K +1,489 +15%
ECM
48
ExodusPoint Capital Management
New York
$684K +$684K +11,288 New
TD Asset Management
49
TD Asset Management
Ontario, Canada
$682K +$17.8K +293 +4%
Jane Street
50
Jane Street
New York
$666K -$393K -6,483 -37%

KOF Hedge Fund Activity: Q3 2019 in Review

105 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2019, worth a combined $883M — down 5.9% from $938M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KOF and 11 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 36 added.

The largest buyer was Renaissance Technologies, adding an estimated $6.42M. The largest seller was ARGA Investment Management, cutting an estimated $24.6M.

  • 105 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2019, down from 109 in Q2 2019.
  • Funds reported $883M of Coca-Cola Femsa stock for Q3 2019, down 5.9% quarter-over-quarter.
  • 11 funds opened new Coca-Cola Femsa positions in Q3 2019 and 15 closed out, a net change of -4 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2019 was Renaissance Technologies, an estimated $6.42M added.
  • The largest Coca-Cola Femsa seller in Q3 2019 was ARGA Investment Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2019.