We are live on ! Find out more
KOF icon

Coca-Cola Femsa

110 hedge funds and large institutions have $893M invested in Coca-Cola Femsa in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

0.04% more ownership

Funds ownership: 2.36%2.4% (+0.04%)

3% less funds holding

Funds holding: 113110 (-3)

8% less capital invested

Capital invested by funds: $973M → $893M (-$80M)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

37% less call options, than puts

Call options by funds: $668K | Put options by funds: $1.06M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
15
Increased
35
Reduced
23
Closed
17
Calls
$668K
Puts
$1.06M
Net Calls
-$390K
Net Calls Change
+$357K
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
51
State Street
Massachusetts
$861K -$8.14K -105 -0.9%
HPC
52
HM Payson & Co
Maine
$825K
UBS Group
53
UBS Group
Switzerland
$725K +$245K +3,158 +49%
GA
54
GFS Advisors
Texas
$707K +$731K +9,430 New
GC
55
Guggenheim Capital
Illinois
$699K -$1.36M -17,492 -65%
HCM
56
Harvey Capital Management
Florida
$675K +$310K +4,000 +80%
TJHA
57
Thomas J. Herzfeld Advisors
Florida
$660K
Mirae Asset Global Investments
58
Mirae Asset Global Investments
South Korea
$646K -$86.7K -1,118 -11%
FIM
59
Freedom Investment Management
Connecticut
$619K -$93.6K -1,208 -13%
DWA
60
Douglass Winthrop Advisors
New York
$607K
BIM
61
BlackRock Investment Management
Delaware
$503K +$128K +1,657 +33%
CI
62
Conning Inc
Connecticut
$503K +$519K +6,700 New
TD Asset Management
63
TD Asset Management
Ontario, Canada
$491K +$114K +1,473 +34%
ClearBridge Investments
64
ClearBridge Investments
New York
$443K
Asset Management One
65
Asset Management One
Japan
$422K +$59K +761 +16%
PGA
66
Portland Global Advisors
Maine
$394K -$8.91K -115 -2%
PA
67
Profund Advisors
Maryland
$389K +$66.3K +855 +20%
RHBC
68
R.H. Bluestein & Co
Michigan
$375K
Citadel Advisors
69
Citadel Advisors
Florida
$366K +$378K +4,879 New
NIPH
70
NN Investment Partners Holdings
Netherlands
$361K +$373K +4,808 New
Vanguard Group
71
Vanguard Group
Pennsylvania
$348K
H
72
Hexavest
Quebec, Canada
$328K
Sumitomo Mitsui Trust Group
73
Sumitomo Mitsui Trust Group
Japan
$314K +$45.1K +582 +16%
Barclays
74
Barclays
United Kingdom
$255K +$36.7K +473 +16%
WAM
75
World Asset Management
Michigan
$249K +$19.3K +249 +8%

KOF Hedge Fund Activity: Q3 2016 in Review

110 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2016, worth a combined $893M — down 8.2% from $973M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KOF and 15 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 35 added.

The largest buyer was Vontobel Asset Management, adding an estimated $10.7M. The largest seller was Arrowstreet Capital, cutting an estimated $15.5M.

  • 110 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2016, down from 113 in Q2 2016.
  • Funds reported $893M of Coca-Cola Femsa stock for Q3 2016, down 8.2% quarter-over-quarter.
  • 15 funds opened new Coca-Cola Femsa positions in Q3 2016 and 17 closed out, a net change of -2 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2016 was Vontobel Asset Management, an estimated $10.7M added.
  • The largest Coca-Cola Femsa seller in Q3 2016 was Arrowstreet Capital, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2016.