Coca-Cola Femsa
113 hedge funds and large institutions have $1.18B invested in Coca-Cola Femsa in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 31 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
13% more capital invested
Capital invested by funds: $1.04B → $1.18B (+$135M)
6% more funds holding
Funds holding: 107 → 113 (+6)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.28% less ownership
Funds ownership: 2.92% → 2.65% (-0.28%)
13% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 31
52% less call options, than puts
Call options by funds: $809K | Put options by funds: $1.69M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$16.6M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$12.4M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$6.37M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$4.13M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$3.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
-$66.3M |
| 2 |
Russell Investments Group
London,
United Kingdom
|
-$7.38M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$4.49M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.74M |
| 5 |
Millennium Management
New York
|
-$2.63M |
KOF Hedge Fund Activity: Q2 2017 in Review
113 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2017, worth a combined $1.18B — up 13% from $1.04B a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new KOF positions and 12 closed out — a net gain of 7 holders — while 27 added to existing stakes and 31 trimmed.
The largest buyer was Principal Financial Group, opening a new position worth an estimated $16.6M. The largest seller was Credit Agricole, exiting entirely with an estimated $66.3M sold.
- 113 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2017, up from 107 in Q1 2017.
- Funds reported $1.18B of Coca-Cola Femsa stock for Q2 2017, up 13% quarter-over-quarter.
- 19 funds opened new Coca-Cola Femsa positions in Q2 2017 and 12 closed out, a net change of +7 holders.
- The largest Coca-Cola Femsa buyer in Q2 2017 was Principal Financial Group, an estimated $16.6M added.
- The largest Coca-Cola Femsa seller in Q2 2017 was Credit Agricole, an estimated $66.3M sold.
Based on aggregated 13F filings for Q2 2017.