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Coca-Cola Femsa
KOF

115 hedge funds and large institutions have $720M invested in Coca-Cola Femsa in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

678% more call options, than puts

Call options by funds: $599K | Put options by funds: $77K

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

14% more funds holding

Funds holding: 101 → 115 (+14)

2.73% more ownership

Funds ownership: 0.64% → 3.37% (+2.7%)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less capital invested

Capital invested by funds: $738M → $720M (-$17.5M)

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
30
Reduced
29
Closed
16
Calls
$599K
Puts
$77K
Net Calls
+$522K
Net Calls Change
+$265K

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$22.1M
2
BIP
Brandes Investment Partners
California
+$15.2M
3
Bank of America
Bank of America
North Carolina
+$3.92M
4
TBC
Tweedy, Browne Co
Connecticut
+$3.5M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$2.75M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$5.69M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$4.98M
3
BlackRock
BlackRock
New York
-$3.89M
4
Northern Trust
Northern Trust
Illinois
-$2.41M
5
NCM
Newfoundland Capital Management
Brazil
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
26
DPM Capital
Florida
$1.98M +$71.6K +1,705 +4%
CI
27
Cambiar Investors
Colorado
$1.79M +$1.85M +43,960 New
Wells Fargo
28
Wells Fargo
California
$1.76M +$1.56M +37,192 +617%
FGP
29
Foyston, Gordon, & Payne
Ontario, Canada
$1.42M -$102K -2,432 -7%
MNG
30
Manning & Napier Group
New York
$1.42M +$46.4K +1,105 +3%
NCM
31
Newfoundland Capital Management
Brazil
$1.4M -$2.38M -56,586 -62%
UBS Group
32
UBS Group
Switzerland
$1.24M +$19.7K +470 +2%
DekaBank Deutsche Girozentrale
33
DekaBank Deutsche Girozentrale
Germany
$1.14M +$168K +4,000 +16%
Stifel Financial
34
Stifel Financial
Missouri
$1.1M +$33.8K +805 +3%
Lazard Asset Management
35
Lazard Asset Management
New York
$1.07M -$594K -14,130 -35%
Citigroup
36
Citigroup
New York
$1.07M -$1.93K -46 -0.2%
AQR Capital Management
37
AQR Capital Management
Connecticut
$1.01M -$13.9K -331 -1%
Arrowstreet Capital
38
Arrowstreet Capital
Massachusetts
$928K +$958K +22,800 New
Voloridge Investment Management
39
Voloridge Investment Management
Florida
$917K +$394K +9,387 +71%
PAM
40
Panagora Asset Management
Massachusetts
$881K – – –
Natixis Advisors
41
Natixis Advisors
Massachusetts
$879K +$907K +21,595 New
LSV Asset Management
42
LSV Asset Management
Illinois
$789K – – –
Capital Fund Management (CFM)
43
Capital Fund Management (CFM)
France
$737K +$36.6K +872 +5%
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$681K +$703K +16,733 New
Invesco
45
Invesco
Georgia
$652K +$673K +16,012 New
SAM
46
Shell Asset Management
Netherlands
$589K – – –
SFI
47
Susquehanna Fundamental Investments
Pennsylvania
$582K +$33.6K +800 +6%
SO
48
STRS Ohio
Ohio
$570K – – –
Comerica Bank
49
Comerica Bank
Texas
$567K +$570K +13,577 New
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$542K +$559K +13,308 New
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2
3 4 5

KOF Hedge Fund Activity: Q3 2020 in Review

115 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2020, worth a combined $720M — down 2.4% from $738M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KOF positions and 16 closed out — a net gain of 14 holders — while 30 added to existing stakes and 29 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $22.1M. The largest seller was APG Asset Management, cutting an estimated $5.69M.

  • 115 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2020, up from 101 in Q2 2020.
  • Funds reported $720M of Coca-Cola Femsa stock for Q3 2020, down 2.4% quarter-over-quarter.
  • 30 funds opened new Coca-Cola Femsa positions in Q3 2020 and 16 closed out, a net change of +14 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2020 was Janus Henderson Group, an estimated $22.1M added.
  • The largest Coca-Cola Femsa seller in Q3 2020 was APG Asset Management, an estimated $5.69M sold.

Based on aggregated 13F filings for Q3 2020.