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Coca-Cola Femsa

109 hedge funds and large institutions have $938M invested in Coca-Cola Femsa in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

0.01% more ownership

Funds ownership: 2.87%2.88% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 114109 (-5)

6% less capital invested

Capital invested by funds: $993M → $938M (-$55.2M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

100% less call options, than puts

Call options by funds: $6K | Put options by funds: $3.36M

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
35
Reduced
31
Closed
16
Calls
$6K
Puts
$3.36M
Net Calls
-$3.36M
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Russell Investments Group
51
Russell Investments Group
United Kingdom
$609K
GC
52
Guggenheim Capital
Illinois
$594K +$29.5K +460 +5%
Bank of America
53
Bank of America
North Carolina
$554K -$3.47M -54,217 -86%
Allianz Asset Management
54
Allianz Asset Management
Germany
$518K
ARTA
55
A.R.T. Advisors
New York
$469K +$483K +7,540 New
JP Morgan Chase
56
JP Morgan Chase
New York
$466K +$408K +6,372 +571%
SCM
57
Stevens Capital Management
Pennsylvania
$444K +$458K +7,151 New
Barclays
58
Barclays
United Kingdom
$423K +$407K +6,352 +1,399%
CI
59
Conning Inc
Connecticut
$416K
DTL
60
Dynamic Technology Lab
Singapore
$407K +$419K +6,544 New
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$397K +$141K +2,200 +53%
Mirae Asset Global Investments
62
Mirae Asset Global Investments
South Korea
$389K -$59.5K -928 -13%
State of New Jersey Common Pension Fund D
63
State of New Jersey Common Pension Fund D
New Jersey
$385K
ClearBridge Investments
64
ClearBridge Investments
New York
$367K
SB
65
Suntrust Banks
Georgia
$342K
State Street
66
State Street
Massachusetts
$341K
PA
67
Probity Advisors
Texas
$323K -$54.9K -856 -14%
RHBC
68
R.H. Bluestein & Co
Michigan
$311K
PA
69
Profund Advisors
Maryland
$307K -$41.3K -644 -12%
HL
70
Harding Loevner
New Jersey
$287K -$34.9K -545 -11%
NNP
71
Nachman Norwood & Parrott
South Carolina
$280K
QC
72
Quadrature Capital
United Kingdom
$280K +$289K +4,512 New
EMG
73
Ellington Management Group
Connecticut
$261K -$237K -3,700 -47%
DCP
74
DSM Capital Partners
Florida
$224K
Mitsubishi UFJ Trust & Banking
75
Mitsubishi UFJ Trust & Banking
Japan
$216K -$15.8K -246 -7%

KOF Hedge Fund Activity: Q2 2019 in Review

109 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2019, worth a combined $938M — down 5.6% from $993M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KOF and 11 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 35 added.

The largest buyer was HSBC Holdings, adding an estimated $11.9M. The largest seller was Burgundy Asset Management, cutting an estimated $10.6M.

  • 109 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2019, down from 114 in Q1 2019.
  • Funds reported $938M of Coca-Cola Femsa stock for Q2 2019, down 5.6% quarter-over-quarter.
  • 11 funds opened new Coca-Cola Femsa positions in Q2 2019 and 16 closed out, a net change of -5 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2019 was HSBC Holdings, an estimated $11.9M added.
  • The largest Coca-Cola Femsa seller in Q2 2019 was Burgundy Asset Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2019.