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Coca-Cola Femsa

113 hedge funds and large institutions have $973M invested in Coca-Cola Femsa in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

90% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 21

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

8% more funds holding

Funds holding: 105113 (+8)

4% more capital invested

Capital invested by funds: $938M → $973M (+$35.4M)

0.11% more ownership

Funds ownership: 2.25%2.36% (+0.11%)

64% less call options, than puts

Call options by funds: $415K | Put options by funds: $1.16M

Holders
113
Holders Change
+8
Holders Change %
+7.62%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
20
Increased
40
Reduced
21
Closed
12
Calls
$415K
Puts
$1.16M
Net Calls
-$747K
Net Calls Change
-$415K
Name Holding Trade Value Shares
Change
Change in
Stake
Neuberger Berman Group
76
Neuberger Berman Group
New York
$249K
Barclays
77
Barclays
United Kingdom
$241K -$96.5K -1,181 -29%
SCM
78
Stevens Capital Management
Pennsylvania
$210K +$207K +2,535 New
Comerica Bank
79
Comerica Bank
Texas
$206K -$1.39K -17 -0.6%
PG
80
PEAK6 Group
Illinois
$152K +$149K +1,829 New
QT
81
Quantbot Technologies
New York
$120K +$119K +1,455 New
Creative Planning
82
Creative Planning
Kansas
$83K -$89.9K -1,100 -52%
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$80K
PTA
84
Pear Tree Advisors
Massachusetts
$62K
Legal & General Group
85
Legal & General Group
United Kingdom
$58K
NIT
86
NumerixS Investment Technologies
British Columbia, Canada
$50K +$49K +600 New
BNP Paribas Financial Markets
87
BNP Paribas Financial Markets
France
$41.5K +$40.9K +500 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$33K
US Bancorp
89
US Bancorp
Minnesota
$32K +$11.3K +138 +55%
GXMC
90
Global X Management Company
New York
$26K +$25.5K +312 New
BlackRock
91
BlackRock
New York
$25K +$16.3K +200 +200%
CCA
92
Checchi Capital Advisers
California
$19K
GT
93
Glenmede Trust
Pennsylvania
$15K +$6.29K +77 +73%
S
94
SignatureFD
Georgia
$15K +$15K +183 New
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$14K +$82 +1 +0.6%
Northwestern Mutual Wealth Management
96
Northwestern Mutual Wealth Management
Wisconsin
$14K +$7.68K +94 +134%
1832 Asset Management
97
1832 Asset Management
Ontario, Canada
$13K +$12.9K +158 New
NFG
98
Next Financial Group
Texas
$12K
CIM
99
Contravisory Investment Management
Massachusetts
$11K +$2.21K +27 +26%
HIIFS
100
Harel Insurance Investments & Financial Services
Israel
$9K +$8.99K +110 New

KOF Hedge Fund Activity: Q2 2016 in Review

113 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2016, worth a combined $973M — up 3.8% from $938M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KOF positions and 12 closed out — a net gain of 8 holders — while 40 added to existing stakes and 21 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $15.5M. The largest seller was Lombard Odier Asset Management (Switzerland), exiting entirely with an estimated $12.5M sold.

  • 113 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2016, up from 105 in Q1 2016.
  • Funds reported $973M of Coca-Cola Femsa stock for Q2 2016, up 3.8% quarter-over-quarter.
  • 20 funds opened new Coca-Cola Femsa positions in Q2 2016 and 12 closed out, a net change of +8 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2016 was Arrowstreet Capital, an estimated $15.5M added.
  • The largest Coca-Cola Femsa seller in Q2 2016 was Lombard Odier Asset Management (Switzerland), an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2016.