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Coca-Cola Femsa

113 hedge funds and large institutions have $973M invested in Coca-Cola Femsa in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

90% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 21

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

8% more funds holding

Funds holding: 105113 (+8)

4% more capital invested

Capital invested by funds: $938M → $973M (+$35.4M)

0.11% more ownership

Funds ownership: 2.25%2.36% (+0.11%)

64% less call options, than puts

Call options by funds: $415K | Put options by funds: $1.16M

Holders
113
Holders Change
+8
Holders Change %
+7.62%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
20
Increased
40
Reduced
21
Closed
12
Calls
$415K
Puts
$1.16M
Net Calls
-$747K
Net Calls Change
-$415K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$798K -$29.2K -357 -4%
FIM
52
Freedom Investment Management
Connecticut
$785K -$138K -1,693 -15%
PFO
53
Pathstone Family Office
New Jersey
$776K
TJHA
54
Thomas J. Herzfeld Advisors
Florida
$730K
DWA
55
Douglass Winthrop Advisors
New York
$672K
CAM
56
Capstone Asset Management
Texas
$656K +$7.35K +90 +1%
ARTA
57
A.R.T. Advisors
New York
$654K +$644K +7,885 New
Invesco
58
Invesco
Georgia
$626K -$155K -1,902 -20%
UBS Group
59
UBS Group
Switzerland
$540K +$118K +1,446 +29%
ClearBridge Investments
60
ClearBridge Investments
New York
$490K -$654K -8,000 -58%
EMG
61
Ellington Management Group
Connecticut
$465K -$180K -2,200 -28%
PGA
62
Portland Global Advisors
Maine
$446K -$61.3K -750 -12%
BIM
63
BlackRock Investment Management
Delaware
$419K +$413K +5,050 New
RHBC
64
R.H. Bluestein & Co
Michigan
$415K
HCM
65
Harvey Capital Management
Florida
$414K
Asset Management One
66
Asset Management One
Japan
$403K +$249K +3,043 +167%
Vanguard Group
67
Vanguard Group
Pennsylvania
$384K +$17K +208 +5%
Goldman Sachs
68
Goldman Sachs
New York
$370K -$954K -11,669 -72%
TD Asset Management
69
TD Asset Management
Ontario, Canada
$366K +$2.45K +30 +0.7%
H
70
Hexavest
Quebec, Canada
$362K +$101K +1,240 +40%
PA
71
Profund Advisors
Maryland
$359K +$15.4K +188 +5%
ACM
72
Americafirst Capital Management
California
$315K +$310K +3,796 New
Sumitomo Mitsui Trust Group
73
Sumitomo Mitsui Trust Group
Japan
$299K -$56.9K -696 -16%
LMGAM
74
Liberty Mutual Group Asset Management
Massachusetts
$268K
WAM
75
World Asset Management
Michigan
$255K +$19K +233 +8%

KOF Hedge Fund Activity: Q2 2016 in Review

113 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2016, worth a combined $973M — up 3.8% from $938M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KOF positions and 12 closed out — a net gain of 8 holders — while 40 added to existing stakes and 21 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $15.5M. The largest seller was Lombard Odier Asset Management (Switzerland), exiting entirely with an estimated $12.5M sold.

  • 113 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2016, up from 105 in Q1 2016.
  • Funds reported $973M of Coca-Cola Femsa stock for Q2 2016, up 3.8% quarter-over-quarter.
  • 20 funds opened new Coca-Cola Femsa positions in Q2 2016 and 12 closed out, a net change of +8 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2016 was Arrowstreet Capital, an estimated $15.5M added.
  • The largest Coca-Cola Femsa seller in Q2 2016 was Lombard Odier Asset Management (Switzerland), an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2016.