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Coca-Cola Femsa
KOF

115 hedge funds and large institutions have $937M invested in Coca-Cola Femsa in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

10% more funds holding

Funds holding: 105 → 115 (+10)

6% more capital invested

Capital invested by funds: $883M → $937M (+$53.8M)

0.17% more ownership

Funds ownership: 2.77% → 2.95% (+0.17%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
115
Holders Change
+10
Holders Change %
+9.52%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
40
Reduced
33
Closed
15
Calls
$1.24M
Puts
–
Net Calls
+$1.24M
Net Calls Change
+$1.45M

Top Buyers

1
BAM
Burgundy Asset Management
Ontario, Canada
+$20.5M
2
TBC
Tweedy, Browne Co
Connecticut
+$17.2M
3
APG Asset Management
APG Asset Management
Netherlands
+$8.79M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$6.85M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.29M

Top Sellers

1
II
INCA Investments
Florida
-$16.4M
2
Morgan Stanley
Morgan Stanley
New York
-$4.27M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.1M
4
Millennium Management
Millennium Management
New York
-$4.02M
5
Northern Trust
Northern Trust
Illinois
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$794K -$6.24K -106 -0.8%
EAM
52
Eagle Asset Management
Florida
$708K +$819K +13,920 New
Russell Investments Group
53
Russell Investments Group
United Kingdom
$682K – – –
CS
54
Credit Suisse
Switzerland
$681K +$661K +11,234 New
Sumitomo Mitsui Trust Group
55
Sumitomo Mitsui Trust Group
Japan
$641K +$96.5K +1,640 +18%
PAM
56
PVG Asset Management
Colorado
$611K +$593K +10,084 New
GF
57
Gabelli Funds
New York
$606K -$147K -2,500 -20%
AA
58
ALPS Advisors
Colorado
$594K +$577K +9,800 New
Capital Fund Management (CFM)
59
Capital Fund Management (CFM)
France
$586K +$568K +9,661 New
PFO
60
Pathstone Family Office
New Jersey
$565K +$824 +14 +2%
ECM
61
ExodusPoint Capital Management
New York
$546K -$134K -2,280 -20%
GC
62
Guggenheim Capital
Illinois
$533K -$128K -2,176 -20%
EMG
63
Ellington Management Group
Connecticut
$521K -$5.88K -100 -1%
Deutsche Bank
64
Deutsche Bank
Germany
$494K +$122K +2,072 +34%
NCM
65
Newfoundland Capital Management
Brazil
$476K +$462K +7,847 New
TD Asset Management
66
TD Asset Management
Ontario, Canada
$457K -$29.1K -495 -6%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$433K +$203K +3,458 +94%
GAM
68
Gotham Asset Management
New York
$427K -$304K -5,171 -42%
TRCT
69
Tower Research Capital (TRC)
New York
$398K +$278K +4,728 +256%
State of New Jersey Common Pension Fund D
70
State of New Jersey Common Pension Fund D
New Jersey
$376K – – –
Mirae Asset Global Investments
71
Mirae Asset Global Investments
South Korea
$374K +$11.4K +193 +3%
HL
72
Harding Loevner
New Jersey
$368K +$60.3K +1,025 +20%
DTL
73
Dynamic Technology Lab
Singapore
$363K +$353K +5,993 New
ClearBridge Investments
74
ClearBridge Investments
New York
$362K – – –
PA
75
Profund Advisors
Maryland
$334K +$64.3K +1,093 +25%
1 2
3
4 5

KOF Hedge Fund Activity: Q4 2019 in Review

115 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2019, worth a combined $937M — up 6.1% from $883M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KOF positions and 15 closed out — a net gain of 10 holders — while 40 added to existing stakes and 33 trimmed.

The largest buyer was Burgundy Asset Management, adding an estimated $20.5M. The largest seller was INCA Investments, cutting an estimated $16.4M.

  • 115 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2019, up from 105 in Q3 2019.
  • Funds reported $937M of Coca-Cola Femsa stock for Q4 2019, up 6.1% quarter-over-quarter.
  • 25 funds opened new Coca-Cola Femsa positions in Q4 2019 and 15 closed out, a net change of +10 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2019 was Burgundy Asset Management, an estimated $20.5M added.
  • The largest Coca-Cola Femsa seller in Q4 2019 was INCA Investments, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2019.