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Coca-Cola Femsa
KOF

105 hedge funds and large institutions have $938M invested in Coca-Cola Femsa in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $772M → $938M (+$166M)

4% more funds holding

Funds holding: 101 → 105 (+4)

0.06% more ownership

Funds ownership: 2.19% → 2.25% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

18% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $332K

Holders
105
Holders Change
+4
Holders Change %
+3.96%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
28
Reduced
34
Closed
8
Calls
–
Puts
$332K
Net Calls
-$332K
Net Calls Change
+$1K

Top Buyers

Rank Fund Capital Flow
1
CGI
Comgest Global Investors
France
+$19.3M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$10.1M
3
Renaissance Technologies
Renaissance Technologies
New York
+$3.6M
4
Deutsche Bank
Deutsche Bank
Germany
+$2.01M
5
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
+$1.74M

Top Sellers

Rank Fund Capital Flow
1
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$5.35M
2
HL
Harding Loevner
New Jersey
-$4.69M
3
VAM
Vontobel Asset Management
New York
-$2.44M
4
Bank of America
Bank of America
North Carolina
-$1.82M
5
Morgan Stanley
Morgan Stanley
New York
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
Invesco
51
Invesco
Georgia
$785K -$99.4K -1,375 -13%
GA
52
GFS Advisors
Texas
$783K +$56.4K +780 +9%
TJHA
53
Thomas J. Herzfeld Advisors
Florida
$731K – – –
DWA
54
Douglass Winthrop Advisors
New York
$673K – – –
Allianz Asset Management
55
Allianz Asset Management
Germany
$657K +$120K +1,657 +27%
CAM
56
Capstone Asset Management
Texas
$650K -$107K -1,478 -16%
SMDAM
57
Sumitomo Mitsui DS Asset Management
Japan
$648K -$929K -12,847 -62%
EMG
58
Ellington Management Group
Connecticut
$648K +$564K +7,800 New
GC
59
Guggenheim Capital
Illinois
$606K +$289 +4 +0.1%
PGA
60
Portland Global Advisors
Maine
$508K – – –
CS
61
Credit Suisse
Switzerland
$458K -$561K -7,755 -58%
MIS
62
Morningstar Investment Services
Illinois
$446K -$642K -8,876 -62%
UBS Group
63
UBS Group
Switzerland
$420K +$96.4K +1,333 +36%
Mirae Asset Global Investments
64
Mirae Asset Global Investments
South Korea
$417K +$34.8K +481 +11%
HCM
65
Harvey Capital Management
Florida
$415K -$145K -2,000 -29%
RHBC
66
R.H. Bluestein & Co
Michigan
$415K – – –
Vanguard Group
67
Vanguard Group
Pennsylvania
$368K – – –
TD Asset Management
68
TD Asset Management
Ontario, Canada
$363K +$5.79K +80 +2%
Sumitomo Mitsui Trust Group
69
Sumitomo Mitsui Trust Group
Japan
$357K – – –
PA
70
Profund Advisors
Maryland
$344K +$300K +4,144 New
OMC
71
Old Mission Capital
Illinois
$342K -$609K -8,415 -67%
Barclays
72
Barclays
United Kingdom
$341K +$94K +1,300 +46%
LMGAM
73
Liberty Mutual Group Asset Management
Massachusetts
$268K – – –
ACI
74
AMP Capital Investors
Australia
$266K +$231K +3,200 New
H
75
Hexavest
Quebec, Canada
$260K – – –
1 2
3
4 5

KOF Hedge Fund Activity: Q1 2016 in Review

105 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2016, worth a combined $938M — up 21% from $772M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KOF positions and 8 closed out — a net gain of 5 holders — while 28 added to existing stakes and 34 trimmed.

The largest buyer was Comgest Global Investors, adding an estimated $19.3M. The largest seller was DekaBank Deutsche Girozentrale, cutting an estimated $5.35M.

  • 105 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2016, up from 101 in Q4 2015.
  • Funds reported $938M of Coca-Cola Femsa stock for Q1 2016, up 21% quarter-over-quarter.
  • 13 funds opened new Coca-Cola Femsa positions in Q1 2016 and 8 closed out, a net change of +5 holders.
  • The largest Coca-Cola Femsa buyer in Q1 2016 was Comgest Global Investors, an estimated $19.3M added.
  • The largest Coca-Cola Femsa seller in Q1 2016 was DekaBank Deutsche Girozentrale, an estimated $5.35M sold.

Based on aggregated 13F filings for Q1 2016.