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Coca-Cola Femsa
KOF

115 hedge funds and large institutions have $937M invested in Coca-Cola Femsa in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

10% more funds holding

Funds holding: 105 → 115 (+10)

6% more capital invested

Capital invested by funds: $883M → $937M (+$53.8M)

0.17% more ownership

Funds ownership: 2.77% → 2.95% (+0.17%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
115
Holders Change
+10
Holders Change %
+9.52%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
40
Reduced
33
Closed
15
Calls
$1.24M
Puts
–
Net Calls
+$1.24M
Net Calls Change
+$1.45M

Top Buyers

1
BAM
Burgundy Asset Management
Ontario, Canada
+$20.5M
2
TBC
Tweedy, Browne Co
Connecticut
+$17.2M
3
APG Asset Management
APG Asset Management
Netherlands
+$8.79M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$6.85M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.29M

Top Sellers

1
II
INCA Investments
Florida
-$16.4M
2
Morgan Stanley
Morgan Stanley
New York
-$4.27M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.1M
4
Millennium Management
Millennium Management
New York
-$4.02M
5
Northern Trust
Northern Trust
Illinois
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Allianz Asset Management
76
Allianz Asset Management
Germany
$332K -$324K -5,511 -50%
ASN
77
Advisory Services Network
Georgia
$312K +$303K +5,150 New
Voloridge Investment Management
78
Voloridge Investment Management
Florida
$309K +$300K +5,096 New
RHBC
79
R.H. Bluestein & Co
Michigan
$303K – – –
DCP
80
DSM Capital Partners
Florida
$302K +$80.9K +1,375 +38%
NNP
81
Nachman Norwood & Parrott
South Carolina
$273K – – –
QC
82
Quadrature Capital
United Kingdom
$269K -$297K -5,043 -53%
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$264K -$1.18K -20 -0.5%
Wells Fargo
84
Wells Fargo
California
$256K +$114K +1,933 +84%
FIM
85
Freedom Investment Management
Connecticut
$250K +$242K +4,121 New
Citadel Advisors
86
Citadel Advisors
Florida
$238K -$177K -3,008 -43%
BNP Paribas Asset Management
87
BNP Paribas Asset Management
France
$218K +$212K +3,600 New
Arrowstreet Capital
88
Arrowstreet Capital
Massachusetts
$212K +$206K +3,500 New
IRC
89
Investors Research Corp
Georgia
$191K – – –
JP Morgan Chase
90
JP Morgan Chase
New York
$88K +$24.9K +424 +41%
QCG
91
Quadrant Capital Group
Ohio
$75K +$529 +9 +0.7%
PNC Financial Services Group
92
PNC Financial Services Group
Pennsylvania
$64K +$9.18K +156 +18%
FGAM
93
Financial Gravity Asset Management
Texas
$61K +$1.53K +26 +371%
NIT
94
NumerixS Investment Technologies
British Columbia, Canada
$55K +$52.9K +900 New
LTFS
95
Ladenburg Thalmann Financial Services
Florida
$52K +$1.47K +25 +3%
NFG
96
Next Financial Group
Texas
$46K +$44.2K +752 New
Legal & General Group
97
Legal & General Group
United Kingdom
$42K – – –
MIFH
98
Migdal Insurance & Financial Holdings
Israel
$39K – – –
GRP
99
Global Retirement Partners
California
$37K – – –
AG
100
Advisor Group
Arizona
$32K +$13.3K +226 +72%
2 3
4
5 6

KOF Hedge Fund Activity: Q4 2019 in Review

115 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2019, worth a combined $937M — up 6.1% from $883M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KOF positions and 15 closed out — a net gain of 10 holders — while 40 added to existing stakes and 33 trimmed.

The largest buyer was Burgundy Asset Management, adding an estimated $20.5M. The largest seller was INCA Investments, cutting an estimated $16.4M.

  • 115 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2019, up from 105 in Q3 2019.
  • Funds reported $937M of Coca-Cola Femsa stock for Q4 2019, up 6.1% quarter-over-quarter.
  • 25 funds opened new Coca-Cola Femsa positions in Q4 2019 and 15 closed out, a net change of +10 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2019 was Burgundy Asset Management, an estimated $20.5M added.
  • The largest Coca-Cola Femsa seller in Q4 2019 was INCA Investments, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2019.