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Coca-Cola Femsa

102 hedge funds and large institutions have $1.27B invested in Coca-Cola Femsa in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more call options, than puts

Call options by funds: $3.25M | Put options by funds: $2.51M

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.01% less ownership

Funds ownership: 2.43%2.42% (-0.01%)

14% less capital invested

Capital invested by funds: $1.47B → $1.27B (-$200M)

15% less funds holding

Funds holding: 120102 (-18)

73% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 22

Holders
102
Holders Change
-18
Holders Change %
-15%
% of All Funds
2.95%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
6
Increased
34
Reduced
32
Closed
22
Calls
$3.25M
Puts
$2.51M
Net Calls
+$738K
Net Calls Change
+$1.27M
Name Holding Trade Value Shares
Change
Change in
Stake
DD
51
Dominick & Dominick
New York
$770K -$83.6K -800 -10%
HSBC Holdings
52
HSBC Holdings
United Kingdom
$739K
BMO
53
Beck Mack & Oliver
New York
$580K
AIA
54
Avalon Investment & Advisory
Texas
$541K +$158K +1,513 +42%
RHBC
55
R.H. Bluestein & Co
Michigan
$528K -$209K -2,000 -29%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$528K -$83.6K -800 -14%
JIC
57
Johnson Investment Counsel
Ohio
$506K +$157K +1,500 +45%
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$463K -$1.14M -10,919 -71%
Neuberger Berman Group
59
Neuberger Berman Group
New York
$342K
BWAM
60
Boyd Watterson Asset Management
Ohio
$334K -$190K -1,816 -36%
Comerica Bank
61
Comerica Bank
Texas
$308K +$1.15K +11 +0.4%
WAM
62
World Asset Management
Michigan
$295K -$69.7K -667 -19%
CA
63
Commerzbank Aktiengesellschaft
Germany
$279K +$38.3K +366 +16%
SC
64
Saturna Capital
Washington
$267K -$2.88M -27,557 -92%
PAM
65
Panagora Asset Management
Massachusetts
$264K -$402K -3,850 -61%
SCM
66
Stevens Capital Management
Pennsylvania
$234K +$232K +2,219 New
Millennium Management
67
Millennium Management
New York
$218K -$1.66M -15,927 -89%
Nomura Holdings
68
Nomura Holdings
Japan
$208K +$206K +1,974 New
BRWA
69
B. Riley Wealth Advisors
Florida
$158K
TWI
70
Thomas White International
Illinois
$137K -$45.2K -432 -25%
GT
71
Glenmede Trust
Pennsylvania
$130K
Legal & General Group
72
Legal & General Group
United Kingdom
$127K
Asset Management One
73
Asset Management One
Japan
$120K
RFS
74
Rockefeller Financial Services
New York
$118K -$1.65M -15,805 -93%
QT
75
Quantbot Technologies
New York
$105K +$10.5K +100 +11%

KOF Hedge Fund Activity: Q1 2014 in Review

102 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2014, worth a combined $1.27B — down 14% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of KOF and 6 opened new positions — a net loss of 16 holders — while 32 trimmed existing stakes and 34 added.

The largest buyer was Goldman Sachs, adding an estimated $8M. The largest seller was Tweedy, Browne Co, cutting an estimated $8.37M.

  • 102 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2014, down from 120 in Q4 2013.
  • Funds reported $1.27B of Coca-Cola Femsa stock for Q1 2014, down 14% quarter-over-quarter.
  • 6 funds opened new Coca-Cola Femsa positions in Q1 2014 and 22 closed out, a net change of -16 holders.
  • The largest Coca-Cola Femsa buyer in Q1 2014 was Goldman Sachs, an estimated $8M added.
  • The largest Coca-Cola Femsa seller in Q1 2014 was Tweedy, Browne Co, an estimated $8.37M sold.

Based on aggregated 13F filings for Q1 2014.