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Coca-Cola Femsa

104 hedge funds and large institutions have $809M invested in Coca-Cola Femsa in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

0.08% more ownership

Funds ownership: 2.63%2.71% (+0.08%)

4% less funds holding

Funds holding: 108104 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less capital invested

Capital invested by funds: $917M → $809M (-$108M)

61% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $3.48M

Holders
104
Holders Change
-4
Holders Change %
-3.7%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
35
Reduced
30
Closed
17
Calls
$1.35M
Puts
$3.48M
Net Calls
-$2.13M
Net Calls Change
+$790K
Name Holding Trade Value Shares
Change
Change in
Stake
PA
51
Probity Advisors
Texas
$501K +$59.7K +976 +12%
GC
52
Guggenheim Capital
Illinois
$494K -$16.9K -276 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
53
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$491K -$801K -13,100 -60%
Allianz Asset Management
54
Allianz Asset Management
Germany
$471K
CS
55
Credit Suisse
Switzerland
$469K -$40.7K -665 -7%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$451K -$136K -2,223 -22%
Bank of America
57
Bank of America
North Carolina
$392K -$284K -4,645 -40%
Citadel Advisors
58
Citadel Advisors
Florida
$388K +$420K +6,867 New
CI
59
Conning Inc
Connecticut
$378K
BCM
60
BlueCrest Capital Management
Jersey
$354K +$384K +6,280 New
State of New Jersey Common Pension Fund D
61
State of New Jersey Common Pension Fund D
New Jersey
$350K
ClearBridge Investments
62
ClearBridge Investments
New York
$333K
DWA
63
Douglass Winthrop Advisors
New York
$313K -$156K -2,550 -31%
ARTA
64
A.R.T. Advisors
New York
$304K +$330K +5,400 New
PA
65
Profund Advisors
Maryland
$292K -$15.8K -258 -5%
State Street
66
State Street
Massachusetts
$285K -$252K -4,121 -45%
RHBC
67
R.H. Bluestein & Co
Michigan
$282K
FIM
68
Freedom Investment Management
Connecticut
$279K +$7.04K +115 +2%
DTL
69
Dynamic Technology Lab
Singapore
$264K +$286K +4,679 New
Vanguard Group
70
Vanguard Group
Pennsylvania
$250K
Goldman Sachs
71
Goldman Sachs
New York
$239K +$259K +4,237 New
Invesco
72
Invesco
Georgia
$217K +$30.8K +503 +15%
QT
73
Quantbot Technologies
New York
$191K +$119K +1,953 +136%
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$148K +$918 +15 +0.6%
PNC Financial Services Group
75
PNC Financial Services Group
Pennsylvania
$133K +$80.3K +1,313 +127%

KOF Hedge Fund Activity: Q2 2018 in Review

104 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2018, worth a combined $809M — down 12% from $917M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KOF and 15 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 35 added.

The largest buyer was INCA Investments, opening a new position worth an estimated $27.9M. The largest seller was Harding Loevner, cutting an estimated $14.7M.

  • 104 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2018, down from 108 in Q1 2018.
  • Funds reported $809M of Coca-Cola Femsa stock for Q2 2018, down 12% quarter-over-quarter.
  • 15 funds opened new Coca-Cola Femsa positions in Q2 2018 and 17 closed out, a net change of -2 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2018 was INCA Investments, an estimated $27.9M added.
  • The largest Coca-Cola Femsa seller in Q2 2018 was Harding Loevner, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2018.