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Coca-Cola Femsa
KOF

115 hedge funds and large institutions have $937M invested in Coca-Cola Femsa in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

10% more funds holding

Funds holding: 105 → 115 (+10)

6% more capital invested

Capital invested by funds: $883M → $937M (+$53.8M)

0.17% more ownership

Funds ownership: 2.77% → 2.95% (+0.17%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
115
Holders Change
+10
Holders Change %
+9.52%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
40
Reduced
33
Closed
15
Calls
$1.24M
Puts
–
Net Calls
+$1.24M
Net Calls Change
+$1.45M

Top Buyers

1
BAM
Burgundy Asset Management
Ontario, Canada
+$20.5M
2
TBC
Tweedy, Browne Co
Connecticut
+$17.2M
3
APG Asset Management
APG Asset Management
Netherlands
+$8.79M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$6.85M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.29M

Top Sellers

1
II
INCA Investments
Florida
-$16.4M
2
Morgan Stanley
Morgan Stanley
New York
-$4.27M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.1M
4
Millennium Management
Millennium Management
New York
-$4.02M
5
Northern Trust
Northern Trust
Illinois
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$3.34M -$127K -2,160 -4%
OAC
27
OMERS Administration Corp
Ontario, Canada
$2.78M +$329K +5,600 +14%
AQR Capital Management
28
AQR Capital Management
Connecticut
$2.77M +$325K +5,528 +14%
TAM
29
Tealwood Asset Management
Minnesota
$2.77M -$54.2K -922 -2%
DekaBank Deutsche Girozentrale
30
DekaBank Deutsche Girozentrale
Germany
$2.56M -$508K -8,630 -17%
FGP
31
Foyston, Gordon, & Payne
Ontario, Canada
$2.55M -$94.8K -1,612 -4%
Goldman Sachs
32
Goldman Sachs
New York
$2.35M +$381K +6,469 +20%
MNG
33
Manning & Napier Group
New York
$2.05M +$45.7K +777 +2%
UBS Group
34
UBS Group
Switzerland
$1.67M +$112K +1,908 +7%
Bank of America
35
Bank of America
North Carolina
$1.65M +$1.34M +22,804 +516%
Jane Street
36
Jane Street
New York
$1.63M +$939K +15,969 +146%
Citigroup
37
Citigroup
New York
$1.52M -$349K -5,930 -19%
BBP
38
Banco BTG Pactual
Brazil
$1.5M +$1.45M +24,697 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$1.35M +$247K +4,200 +23%
Stifel Financial
40
Stifel Financial
Missouri
$1.31M -$22.6K -385 -2%
ANTB
41
AMG National Trust Bank
Colorado
$1.2M -$28.7K -488 -2%
Wellington Management Group
42
Wellington Management Group
Massachusetts
$1.08M +$1.05M +17,829 New
PPFA
43
Provida Pension Fund Administrator
Chile
$1.08M +$524K +8,902 +100%
Canada Pension Plan Investment Board
44
Canada Pension Plan Investment Board
Ontario, Canada
$1.06M +$1.03M +17,478 New
MWA
45
Marshall Wace Asia
Hong Kong
$1.06M +$542K +9,214 +112%
SAM
46
Shell Asset Management
Netherlands
$953K -$5.59K -95 -0.6%
Qube Research & Technologies (QRT)
47
Qube Research & Technologies (QRT)
United Kingdom
$876K +$850K +14,452 New
IUHSA
48
Itau Unibanco Holding S.A.
Brazil
$855K +$829K +14,100 New
SO
49
STRS Ohio
Ohio
$848K – – –
Geode Capital Management
50
Geode Capital Management
Massachusetts
$848K +$823K +13,995 New
1
2
3 4 5

KOF Hedge Fund Activity: Q4 2019 in Review

115 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2019, worth a combined $937M — up 6.1% from $883M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KOF positions and 15 closed out — a net gain of 10 holders — while 40 added to existing stakes and 33 trimmed.

The largest buyer was Burgundy Asset Management, adding an estimated $20.5M. The largest seller was INCA Investments, cutting an estimated $16.4M.

  • 115 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2019, up from 105 in Q3 2019.
  • Funds reported $937M of Coca-Cola Femsa stock for Q4 2019, up 6.1% quarter-over-quarter.
  • 25 funds opened new Coca-Cola Femsa positions in Q4 2019 and 15 closed out, a net change of +10 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2019 was Burgundy Asset Management, an estimated $20.5M added.
  • The largest Coca-Cola Femsa seller in Q4 2019 was INCA Investments, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2019.