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Coca-Cola Femsa
KOF

120 hedge funds and large institutions have $1.47B invested in Coca-Cola Femsa in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

0.01% less ownership

Funds ownership: 2.44% → 2.43% (-0.01%)

4% less capital invested

Capital invested by funds: $1.53B → $1.47B (-$55.7M)

4% less funds holding

Funds holding: 125 → 120 (-5)

13% less call options, than puts

Call options by funds: $3.48M | Put options by funds: $4.02M

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

37% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 46

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
15
Increased
29
Reduced
46
Closed
20
Calls
$3.48M
Puts
$4.02M
Net Calls
-$533K
Net Calls Change
-$6.63M

Top Buyers

1
Invesco
Invesco
Georgia
+$9.14M
2
APG Asset Management
APG Asset Management
Netherlands
+$6.67M
3
HL
Harding Loevner
New Jersey
+$5.75M
4
Deutsche Bank
Deutsche Bank
Germany
+$5.28M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.99M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$7.22M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$6.53M
3
VAM
Vontobel Asset Management
New York
-$6.48M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.38M
5
ESG
Emerging Sovereign Group
New York
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
T
76
TradeWorx
New Jersey
$310K +$306K +2,542 New
Pacer Advisors
77
Pacer Advisors
Pennsylvania
$288K +$401K +3,333 New
VAM
78
Visium Asset Management
New York
$248K -$285K -2,371 -54%
CA
79
Commerzbank Aktiengesellschaft
Germany
$242K -$243K -2,017 -47%
Citadel Advisors
80
Citadel Advisors
Florida
$228K +$225K +1,872 New
SAM
81
Symphony Asset Management
California
$217K +$214K +1,782 New
TWI
82
Thomas White International
Illinois
$211K -$125K -1,037 -37%
VFS
83
VSR Financial Services
Kansas
$210K -$10.5K -87 -5%
TD Asset Management
84
TD Asset Management
Ontario, Canada
$208K -$601 -5 -0.3%
BIT
85
BlackRock Institutional Trust
California
$183K -$7.22M -60,079 -98%
BRWA
86
B. Riley Wealth Advisors
Florida
$183K – – –
California Public Employees Retirement System
87
California Public Employees Retirement System
California
$156K +$155K +1,291 New
GT
88
Glenmede Trust
Pennsylvania
$150K – – –
Legal & General Group
89
Legal & General Group
United Kingdom
$146K – – –
Asset Management One
90
Asset Management One
Japan
$138K – – –
LTFS
91
Ladenburg Thalmann Financial Services
Florida
$115K -$96.2K -800 -46%
EWM
92
Evercore Wealth Management
New York
$110K -$6.37K -53 -6%
QT
93
Quantbot Technologies
New York
$109K +$60.1K +500 +125%
TRCT
94
Tower Research Capital (TRC)
New York
$74K +$24.2K +201 +50%
GH
95
GAM Holding
Switzerland
$73K – – –
PTA
96
Pear Tree Advisors
Massachusetts
$60K – – –
Ameriprise
97
Ameriprise
Minnesota
$53K +$41.7K +347 +418%
WCM
98
Windsor Capital Management
Arizona
$38K +$361 +3 +1%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$26K – – –
ST
100
Smithfield Trust
Pennsylvania
$25K -$7.21K -60 -22%
2 3
4
5 6

KOF Hedge Fund Activity: Q4 2013 in Review

120 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2013, worth a combined $1.47B — down 3.7% from $1.53B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of KOF and 15 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 29 added.

The largest buyer was Invesco, adding an estimated $9.14M. The largest seller was BlackRock Institutional Trust, cutting an estimated $7.22M.

  • 120 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2013, down from 125 in Q3 2013.
  • Funds reported $1.47B of Coca-Cola Femsa stock for Q4 2013, down 3.7% quarter-over-quarter.
  • 15 funds opened new Coca-Cola Femsa positions in Q4 2013 and 20 closed out, a net change of -5 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2013 was Invesco, an estimated $9.14M added.
  • The largest Coca-Cola Femsa seller in Q4 2013 was BlackRock Institutional Trust, an estimated $7.22M sold.

Based on aggregated 13F filings for Q4 2013.