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Coca-Cola Femsa

110 hedge funds and large institutions have $893M invested in Coca-Cola Femsa in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

0.04% more ownership

Funds ownership: 2.36%2.4% (+0.04%)

3% less funds holding

Funds holding: 113110 (-3)

8% less capital invested

Capital invested by funds: $973M → $893M (-$80M)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

37% less call options, than puts

Call options by funds: $668K | Put options by funds: $1.06M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
15
Increased
35
Reduced
23
Closed
17
Calls
$668K
Puts
$1.06M
Net Calls
-$390K
Net Calls Change
+$357K
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
76
Jane Street
New York
$247K +$255K +3,289 New
Neuberger Berman Group
77
Neuberger Berman Group
New York
$225K
State of New Jersey Common Pension Fund D
78
State of New Jersey Common Pension Fund D
New Jersey
$203K +$209K +2,700 New
Creative Planning
79
Creative Planning
Kansas
$75K
PFO
80
Pathstone Family Office
New Jersey
$69K
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$60K +$31K +400 +100%
Legal & General Group
82
Legal & General Group
United Kingdom
$53K
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$48K -$25.1K -324 -34%
IUHSA
84
Itau Unibanco Holding S.A.
Brazil
$46K +$48.2K +622 New
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$45K +$7.75K +100 +20%
TRCT
86
Tower Research Capital (TRC)
New York
$41K +$40K +516 +1,290%
US Bancorp
87
US Bancorp
Minnesota
$24K -$5.04K -65 -17%
CAW
88
Cornerstone Advisors (Washington)
Washington
$20K +$20.5K +264 New
S
89
SignatureFD
Georgia
$14K
JFA
90
JNBA Financial Advisors
Minnesota
$14K +$14.2K +183 New
GXMC
91
Global X Management Company
New York
$13K -$10.8K -139 -45%
GT
92
Glenmede Trust
Pennsylvania
$13K
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$12K -$78 -1 -0.6%
NFG
94
Next Financial Group
Texas
$11K
CIM
95
Contravisory Investment Management
Massachusetts
$11K +$930 +12 +9%
Bessemer Group
96
Bessemer Group
New Jersey
$9K +$9.61K +124 New
PCM
97
Prelude Capital Management
New York
$8K
OSAM
98
O'Shaughnessy Asset Management
Connecticut
$8K +$1.4K +18 +20%
CG
99
Cutler Group
California
$7K
RFA
100
Reilly Financial Advisors
California
$7K

KOF Hedge Fund Activity: Q3 2016 in Review

110 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2016, worth a combined $893M — down 8.2% from $973M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KOF and 15 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 35 added.

The largest buyer was Vontobel Asset Management, adding an estimated $10.7M. The largest seller was Arrowstreet Capital, cutting an estimated $15.5M.

  • 110 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2016, down from 113 in Q2 2016.
  • Funds reported $893M of Coca-Cola Femsa stock for Q3 2016, down 8.2% quarter-over-quarter.
  • 15 funds opened new Coca-Cola Femsa positions in Q3 2016 and 17 closed out, a net change of -2 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2016 was Vontobel Asset Management, an estimated $10.7M added.
  • The largest Coca-Cola Femsa seller in Q3 2016 was Arrowstreet Capital, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2016.