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Coca-Cola Femsa

108 hedge funds and large institutions have $831M invested in Coca-Cola Femsa in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $6.63M | Put options by funds: $1.35M

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

0.23% more ownership

Funds ownership: 2.4%2.63% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 110108 (-2)

7% less capital invested

Capital invested by funds: $893M → $831M (-$62.6M)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
37
Reduced
24
Closed
23
Calls
$6.63M
Puts
$1.35M
Net Calls
+$5.28M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
DI
76
DUMAC Inc
North Carolina
$152K +$168K +2,400 New
MIFH
77
Migdal Insurance & Financial Holdings
Israel
$79K +$85.9K +1,230 New
CG
78
Cutler Group
California
$77K +$78.4K +1,122 +1,089%
Creative Planning
79
Creative Planning
Kansas
$64K
NIT
80
NumerixS Investment Technologies
British Columbia, Canada
$64K +$69.9K +1,000 New
Simplex Trading
81
Simplex Trading
Illinois
$56K +$62.4K +893 New
Legal & General Group
82
Legal & General Group
United Kingdom
$44K
LTFS
83
Ladenburg Thalmann Financial Services
Florida
$42K +$1.47K +21 +3%
IUHSA
84
Itau Unibanco Holding S.A.
Brazil
$40K
BNP Paribas Financial Markets
85
BNP Paribas Financial Markets
France
$38.1K
BlackRock
86
BlackRock
New York
$32K +$34.9K +500 New
Northwestern Mutual Wealth Management
87
Northwestern Mutual Wealth Management
Wisconsin
$27K +$29.6K +424 New
GXMC
88
Global X Management Company
New York
$26K +$16.6K +237 +137%
US Bancorp
89
US Bancorp
Minnesota
$25K +$4.96K +71 +22%
AIM
90
Acrospire Investment Management
Illinois
$25K +$27.9K +400 New
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$24K -$30K -429 -54%
PCM
92
Prelude Capital Management
New York
$19K +$14K +200 +200%
DADC
93
D.A. Davidson & Co
Montana
$12K +$14K +200 New
NFG
94
Next Financial Group
Texas
$10K
QCG
95
Quadrant Capital Group
Ohio
$10K +$9.64K +138 +600%
RFA
96
Reilly Financial Advisors
California
$6K
GT
97
Glenmede Trust
Pennsylvania
$5K -$6.43K -92 -51%
CAW
98
Cornerstone Advisors (Washington)
Washington
$3K -$15K -215 -81%
OSAM
99
O'Shaughnessy Asset Management
Connecticut
$3K -$3.91K -56 -51%
WC
100
Whitnell & Co
Illinois
$3K

KOF Hedge Fund Activity: Q4 2016 in Review

108 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2016, worth a combined $831M — down 7% from $893M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KOF and 22 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 37 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $63.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $11.9M sold.

  • 108 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2016, down from 110 in Q3 2016.
  • Funds reported $831M of Coca-Cola Femsa stock for Q4 2016, down 7% quarter-over-quarter.
  • 22 funds opened new Coca-Cola Femsa positions in Q4 2016 and 23 closed out, a net change of -1 holder.
  • The largest Coca-Cola Femsa buyer in Q4 2016 was Macquarie Group, an estimated $63.3M added.
  • The largest Coca-Cola Femsa seller in Q4 2016 was Arrowstreet Capital, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2016.