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Coca-Cola Femsa

108 hedge funds and large institutions have $831M invested in Coca-Cola Femsa in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $6.63M | Put options by funds: $1.35M

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

0.23% more ownership

Funds ownership: 2.4%2.63% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 110108 (-2)

7% less capital invested

Capital invested by funds: $893M → $831M (-$62.6M)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
37
Reduced
24
Closed
23
Calls
$6.63M
Puts
$1.35M
Net Calls
+$5.28M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
HPC
51
HM Payson & Co
Maine
$699K
UBS Group
52
UBS Group
Switzerland
$654K +$43.9K +629 +7%
Mirae Asset Global Investments
53
Mirae Asset Global Investments
South Korea
$645K +$107K +1,537 +18%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$617K -$182K -2,602 -21%
Barclays
55
Barclays
United Kingdom
$595K +$416K +5,959 +176%
GC
56
Guggenheim Capital
Illinois
$534K -$63.9K -914 -10%
Acadian Asset Management
57
Acadian Asset Management
Massachusetts
$527K -$772K -11,043 -57%
DWA
58
Douglass Winthrop Advisors
New York
$515K
Mitsubishi UFJ Trust & Banking
59
Mitsubishi UFJ Trust & Banking
Japan
$479K -$291K -4,171 -36%
TD Asset Management
60
TD Asset Management
Ontario, Canada
$469K -$18K -258 -4%
FIM
61
Freedom Investment Management
Connecticut
$434K -$99.9K -1,430 -17%
CI
62
Conning Inc
Connecticut
$426K
EMG
63
Ellington Management Group
Connecticut
$400K +$440K +6,300 New
Allianz Asset Management
64
Allianz Asset Management
Germany
$397K -$424K -6,069 -49%
ClearBridge Investments
65
ClearBridge Investments
New York
$375K
RHBC
66
R.H. Bluestein & Co
Michigan
$318K
HCM
67
Harvey Capital Management
Florida
$317K -$279K -4,000 -44%
NIPH
68
NN Investment Partners Holdings
Netherlands
$306K
Vanguard Group
69
Vanguard Group
Pennsylvania
$292K -$2.38K -34 -0.7%
PA
70
Profund Advisors
Maryland
$243K -$95.5K -1,367 -26%
Sumitomo Mitsui Trust Group
71
Sumitomo Mitsui Trust Group
Japan
$229K -$40.5K -580 -14%
Connor, Clark & Lunn Investment Management (CC&L)
72
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$216K +$238K +3,400 New
Geode Capital Management
73
Geode Capital Management
Massachusetts
$215K +$238K +3,413 New
HA
74
Hamel Associates
New Jersey
$210K +$231K +3,300 New
QC
75
Quadrature Capital
United Kingdom
$202K +$223K +3,186 New

KOF Hedge Fund Activity: Q4 2016 in Review

108 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2016, worth a combined $831M — down 7% from $893M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KOF and 22 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 37 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $63.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $11.9M sold.

  • 108 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2016, down from 110 in Q3 2016.
  • Funds reported $831M of Coca-Cola Femsa stock for Q4 2016, down 7% quarter-over-quarter.
  • 22 funds opened new Coca-Cola Femsa positions in Q4 2016 and 23 closed out, a net change of -1 holder.
  • The largest Coca-Cola Femsa buyer in Q4 2016 was Macquarie Group, an estimated $63.3M added.
  • The largest Coca-Cola Femsa seller in Q4 2016 was Arrowstreet Capital, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2016.