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Coca-Cola Femsa

105 hedge funds and large institutions have $883M invested in Coca-Cola Femsa in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

0.1% less ownership

Funds ownership: 2.88%2.77% (-0.1%)

4% less funds holding

Funds holding: 109105 (-4)

6% less capital invested

Capital invested by funds: $938M → $883M (-$55.2M)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

86% less call options, than puts

Call options by funds: $36K | Put options by funds: $249K

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
11
Increased
36
Reduced
31
Closed
15
Calls
$36K
Puts
$249K
Net Calls
-$213K
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Allianz Asset Management
51
Allianz Asset Management
Germany
$666K +$161K +2,651 +32%
GC
52
Guggenheim Capital
Illinois
$665K +$85.8K +1,416 +15%
Barclays
53
Barclays
United Kingdom
$590K +$177K +2,924 +43%
SCM
54
Stevens Capital Management
Pennsylvania
$583K +$149K +2,461 +34%
QC
55
Quadrature Capital
United Kingdom
$575K +$301K +4,973 +110%
Sumitomo Mitsui Trust Group
56
Sumitomo Mitsui Trust Group
Japan
$542K +$155K +2,550 +40%
PPFA
57
Provida Pension Fund Administrator
Chile
$539K +$540K +8,902 New
EMG
58
Ellington Management Group
Connecticut
$527K +$273K +4,500 +107%
MWA
59
Marshall Wace Asia
Hong Kong
$500K +$500K +8,244 New
WCM
60
Weld Capital Management
New York
$427K +$427K +7,047 New
Citadel Advisors
61
Citadel Advisors
Florida
$420K +$420K +6,932 New
CI
62
Conning Inc
Connecticut
$406K
State of New Jersey Common Pension Fund D
63
State of New Jersey Common Pension Fund D
New Jersey
$376K
Deutsche Bank
64
Deutsche Bank
Germany
$368K -$1.34M -22,162 -78%
ARTA
65
A.R.T. Advisors
New York
$366K -$90.9K -1,500 -20%
Mirae Asset Global Investments
66
Mirae Asset Global Investments
South Korea
$363K -$17.2K -284 -5%
ClearBridge Investments
67
ClearBridge Investments
New York
$358K
HL
68
Harding Loevner
New Jersey
$306K +$25.2K +415 +9%
RHBC
69
R.H. Bluestein & Co
Michigan
$303K
LI
70
Leap Investments
Illinois
$279K +$279K +4,600 New
NNP
71
Nachman Norwood & Parrott
South Carolina
$273K
Bank of America
72
Bank of America
North Carolina
$268K -$273K -4,511 -51%
PA
73
Profund Advisors
Maryland
$268K -$31.3K -517 -10%
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$265K +$70.4K +1,162 +36%
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$223K +$223K +3,686 New

KOF Hedge Fund Activity: Q3 2019 in Review

105 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2019, worth a combined $883M — down 5.9% from $938M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KOF and 11 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 36 added.

The largest buyer was Renaissance Technologies, adding an estimated $6.42M. The largest seller was ARGA Investment Management, cutting an estimated $24.6M.

  • 105 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2019, down from 109 in Q2 2019.
  • Funds reported $883M of Coca-Cola Femsa stock for Q3 2019, down 5.9% quarter-over-quarter.
  • 11 funds opened new Coca-Cola Femsa positions in Q3 2019 and 15 closed out, a net change of -4 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2019 was Renaissance Technologies, an estimated $6.42M added.
  • The largest Coca-Cola Femsa seller in Q3 2019 was ARGA Investment Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2019.