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Coca-Cola Femsa

104 hedge funds and large institutions have $809M invested in Coca-Cola Femsa in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

0.08% more ownership

Funds ownership: 2.63%2.71% (+0.08%)

4% less funds holding

Funds holding: 108104 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less capital invested

Capital invested by funds: $917M → $809M (-$108M)

61% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $3.48M

Holders
104
Holders Change
-4
Holders Change %
-3.7%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
35
Reduced
30
Closed
17
Calls
$1.35M
Puts
$3.48M
Net Calls
-$2.13M
Net Calls Change
+$790K
Name Holding Trade Value Shares
Change
Change in
Stake
QI
76
QS Investors
New York
$128K
TRCT
77
Tower Research Capital (TRC)
New York
$121K +$21.2K +347 +19%
H
78
Hexavest
Quebec, Canada
$117K
Barclays
79
Barclays
United Kingdom
$91K +$70.8K +1,158 +255%
HL
80
Harding Loevner
New Jersey
$86K -$14.7M -240,812 -99%
LTFS
81
Ladenburg Thalmann Financial Services
Florida
$77K
Wells Fargo
82
Wells Fargo
California
$76K -$782K -12,776 -90%
US Bancorp
83
US Bancorp
Minnesota
$60K +$16.8K +274 +35%
MIFH
84
Migdal Insurance & Financial Holdings
Israel
$56K
PFO
85
Pathstone Family Office
New Jersey
$52K
NIT
86
NumerixS Investment Technologies
British Columbia, Canada
$51K +$48.9K +800 +800%
Legal & General Group
87
Legal & General Group
United Kingdom
$40K
BDS
88
Banco de Sabadell
Florida
$33K -$347K -5,680 -91%
S
89
SignatureFD
Georgia
$24K -$57.8K -944 -69%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$24K +$61 +1 +0.2%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$12K +$5.51K +90 +68%
CAW
92
Cornerstone Advisors (Washington)
Washington
$11K +$8.69K +142 +290%
RFA
93
Reilly Financial Advisors
California
$5K
FIA
94
FNY Investment Advisers
New York
$5K +$6.12K +100 New
QCG
95
Quadrant Capital Group
Ohio
$3K -$9.79K -160 -74%
FGAM
96
Financial Gravity Asset Management
Texas
$3K +$2.69K +44 +880%
RWP
97
RWA Wealth Partners
Massachusetts
$3K +$3.06K +50 New
UBS AM
98
UBS AM
Illinois
$1.92K
Envestnet Asset Management
99
Envestnet Asset Management
Illinois
$1K
LIA
100
LS Investment Advisors
Michigan
$1K

KOF Hedge Fund Activity: Q2 2018 in Review

104 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2018, worth a combined $809M — down 12% from $917M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KOF and 15 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 35 added.

The largest buyer was INCA Investments, opening a new position worth an estimated $27.9M. The largest seller was Harding Loevner, cutting an estimated $14.7M.

  • 104 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2018, down from 108 in Q1 2018.
  • Funds reported $809M of Coca-Cola Femsa stock for Q2 2018, down 12% quarter-over-quarter.
  • 15 funds opened new Coca-Cola Femsa positions in Q2 2018 and 17 closed out, a net change of -2 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2018 was INCA Investments, an estimated $27.9M added.
  • The largest Coca-Cola Femsa seller in Q2 2018 was Harding Loevner, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2018.