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Coca-Cola Femsa

101 hedge funds and large institutions have $738M invested in Coca-Cola Femsa in 2020 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

395% more call options, than puts

Call options by funds: $322K | Put options by funds: $65K

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

12% more capital invested

Capital invested by funds: $657M → $738M (+$80.7M)

0.02% more ownership

Funds ownership: 0.62%0.64% (+0.02%)

1% less funds holding

Funds holding: 102101 (-1)

5% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 22

49% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 39

Holders
101
Holders Change
-1
Holders Change %
-0.98%
% of All Funds
2.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
21
Increased
20
Reduced
39
Closed
22
Calls
$322K
Puts
$65K
Net Calls
+$257K
Net Calls Change
+$96K
Name Holding Trade Value Shares
Change
Change in
Stake
MNG
26
Manning & Napier Group
New York
$1.48M -$99.9K -2,373 -7%
UBS Group
27
UBS Group
Switzerland
$1.32M +$311K +7,398 +33%
Stifel Financial
28
Stifel Financial
Missouri
$1.16M +$115K +2,722 +12%
Citigroup
29
Citigroup
New York
$1.15M -$2.1K -50 -0.2%
AQR Capital Management
30
AQR Capital Management
Connecticut
$1.11M -$368K -8,748 -26%
DekaBank Deutsche Girozentrale
31
DekaBank Deutsche Girozentrale
Germany
$1.09M -$920K -21,855 -47%
Millennium Management
32
Millennium Management
New York
$1.09M -$1.12M -26,563 -52%
PAM
33
Panagora Asset Management
Massachusetts
$948K -$822K -19,513 -47%
LSV Asset Management
34
LSV Asset Management
Illinois
$850K +$817K +19,400 New
Capital Fund Management (CFM)
35
Capital Fund Management (CFM)
France
$755K -$458K -10,874 -39%
RJA
36
Raymond James & Associates
Florida
$636K -$73.9K -1,756 -11%
SAM
37
Shell Asset Management
Netherlands
$634K -$28.3K -671 -4%
SO
38
STRS Ohio
Ohio
$613K
SFI
39
Susquehanna Fundamental Investments
Pennsylvania
$592K +$568K +13,500 New
Voloridge Investment Management
40
Voloridge Investment Management
Florida
$576K +$334K +7,923 +152%
GC
41
Guggenheim Capital
Illinois
$555K +$16.5K +392 +3%
HighTower Advisors
42
HighTower Advisors
Illinois
$519K +$499K +11,859 New
Russell Investments Group
43
Russell Investments Group
United Kingdom
$494K -$20.2K -480 -4%
EAM
44
Eagle Asset Management
Florida
$485K -$15.4K -366 -3%
PPFA
45
Provida Pension Fund Administrator
Chile
$453K +$150K +3,553 +50%
US Bancorp
46
US Bancorp
Minnesota
$452K -$94.2K -2,238 -18%
GF
47
Gabelli Funds
New York
$439K
Sumitomo Mitsui Trust Group
48
Sumitomo Mitsui Trust Group
Japan
$429K
Connor, Clark & Lunn Investment Management (CC&L)
49
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$417K +$401K +9,519 New
AA
50
ALPS Advisors
Colorado
$396K +$33.2K +788 +10%

KOF Hedge Fund Activity: Q2 2020 in Review

101 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2020, worth a combined $738M — up 12% from $657M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KOF and 21 opened new positions — a net loss of 1 holder — while 39 trimmed existing stakes and 20 added.

The largest buyer was Tweedy, Browne Co, adding an estimated $52.5M. The largest seller was Macquarie Group, cutting an estimated $32.4M.

  • 101 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2020, down from 102 in Q1 2020.
  • Funds reported $738M of Coca-Cola Femsa stock for Q2 2020, up 12% quarter-over-quarter.
  • 21 funds opened new Coca-Cola Femsa positions in Q2 2020 and 22 closed out, a net change of -1 holder.
  • The largest Coca-Cola Femsa buyer in Q2 2020 was Tweedy, Browne Co, an estimated $52.5M added.
  • The largest Coca-Cola Femsa seller in Q2 2020 was Macquarie Group, an estimated $32.4M sold.

Based on aggregated 13F filings for Q2 2020.