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Coca-Cola Femsa
KOF

101 hedge funds and large institutions have $772M invested in Coca-Cola Femsa in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

6% more capital invested

Capital invested by funds: $731M → $772M (+$41.2M)

0.07% more ownership

Funds ownership: 2.12% → 2.19% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less funds holding

Funds holding: 105 → 101 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $333K

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
32
Reduced
27
Closed
13
Calls
–
Puts
$333K
Net Calls
-$333K
Net Calls Change
+$9.82M

Top Buyers

1
CGI
Comgest Global Investors
France
+$12.3M
2
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
+$9.35M
3
HL
Harding Loevner
New Jersey
+$8.36M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.84M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.91M

Top Sellers

1
PG
PEAK6 Group
Illinois
-$3.59M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.15M
3
Bank of America
Bank of America
North Carolina
-$2.03M
4
Goldman Sachs
Goldman Sachs
New York
-$1.72M
5
FIM
Freedom Investment Management
Connecticut
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
51
Capstone Asset Management
Texas
$659K +$690K +9,300 New
Marshall Wace
52
Marshall Wace
United Kingdom
$636K -$294K -3,961 -31%
Mitsubishi UFJ Trust & Banking
53
Mitsubishi UFJ Trust & Banking
Japan
$627K +$22.3K +300 +4%
TJHA
54
Thomas J. Herzfeld Advisors
Florida
$623K – – –
GA
55
GFS Advisors
Texas
$613K – – –
DWA
56
Douglass Winthrop Advisors
New York
$574K – – –
GC
57
Guggenheim Capital
Illinois
$517K +$207K +2,786 +62%
HCM
58
Harvey Capital Management
Florida
$495K – – –
Goldman Sachs
59
Goldman Sachs
New York
$489K -$1.72M -23,114 -77%
VF
60
Virtu Financial
New York
$453K -$1.09M -14,698 -70%
Allianz Asset Management
61
Allianz Asset Management
Germany
$442K – – –
PGA
62
Portland Global Advisors
Maine
$433K -$3.71K -50 -0.8%
TD Asset Management
63
TD Asset Management
Ontario, Canada
$357K +$91K +1,226 +41%
RHBC
64
R.H. Bluestein & Co
Michigan
$354K – – –
Mirae Asset Global Investments
65
Mirae Asset Global Investments
South Korea
$322K +$29.8K +401 +10%
Vanguard Group
66
Vanguard Group
Pennsylvania
$313K – – –
Sumitomo Mitsui Trust Group
67
Sumitomo Mitsui Trust Group
Japan
$304K – – –
UBS Group
68
UBS Group
Switzerland
$264K +$19.9K +268 +8%
Wells Fargo
69
Wells Fargo
California
$260K +$49.4K +666 +22%
Legal & General Group
70
Legal & General Group
United Kingdom
$248K -$89.1K -1,200 -26%
LMGAM
71
Liberty Mutual Group Asset Management
Massachusetts
$229K -$95.8K -1,290 -29%
TSS
72
Two Sigma Securities
New York
$224K +$235K +3,164 New
H
73
Hexavest
Quebec, Canada
$222K – – –
HS
74
HighVista Strategies
Massachusetts
$221K +$7.42K +100 +3%
Neuberger Berman Group
75
Neuberger Berman Group
New York
$212K – – –
1 2
3
4 5

KOF Hedge Fund Activity: Q4 2015 in Review

101 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2015, worth a combined $772M — up 5.6% from $731M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of KOF and 9 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 32 added.

The largest buyer was Comgest Global Investors, opening a new position worth an estimated $12.3M. The largest seller was PEAK6 Group, cutting an estimated $3.59M.

  • 101 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2015, down from 105 in Q3 2015.
  • Funds reported $772M of Coca-Cola Femsa stock for Q4 2015, up 5.6% quarter-over-quarter.
  • 9 funds opened new Coca-Cola Femsa positions in Q4 2015 and 13 closed out, a net change of -4 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2015 was Comgest Global Investors, an estimated $12.3M added.
  • The largest Coca-Cola Femsa seller in Q4 2015 was PEAK6 Group, an estimated $3.59M sold.

Based on aggregated 13F filings for Q4 2015.