Coca-Cola Femsa
103 hedge funds and large institutions have $801M invested in Coca-Cola Femsa in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 10 closing their positions.
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
2% more funds holding
Funds holding: 101 → 103 (+2)
0.04% less ownership
Funds ownership: 2.07% → 2.03% (-0.04%)
3% less capital invested
Capital invested by funds: $822M → $801M (-$20.6M)
27% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 33
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
94% less call options, than puts
Call options by funds: $319K | Put options by funds: $5.46M
Top Buyers
Top Sellers
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$22.2M |
| 2 |
TL
Tirschwell & Loewy
New York
|
-$4.56M |
| 3 |
Morgan Stanley
New York
|
-$4.17M |
| 4 |
HIM
HughesLittle Investment Management
Vancouver,
|
-$3.35M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$3.24M |
KOF Hedge Fund Activity: Q2 2015 in Review
103 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2015, worth a combined $801M — down 2.5% from $822M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new KOF positions and 10 closed out — a net gain of 2 holders — while 24 added to existing stakes and 33 trimmed.
The largest buyer was Burgundy Asset Management, adding an estimated $5.18M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $22.2M sold.
- 103 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2015, up from 101 in Q1 2015.
- Funds reported $801M of Coca-Cola Femsa stock for Q2 2015, down 2.5% quarter-over-quarter.
- 12 funds opened new Coca-Cola Femsa positions in Q2 2015 and 10 closed out, a net change of +2 holders.
- The largest Coca-Cola Femsa buyer in Q2 2015 was Burgundy Asset Management, an estimated $5.18M added.
- The largest Coca-Cola Femsa seller in Q2 2015 was Schroder Investment Management Group, an estimated $22.2M sold.
Based on aggregated 13F filings for Q2 2015.