Coca-Cola Femsa
103 hedge funds and large institutions have $1.23B invested in Coca-Cola Femsa in 2014 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 23 increasing their positions, 31 reducing their positions, and 9 closing their positions.
11% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 9
1% more funds holding
Funds holding: 102 → 103 (+1)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.25% less ownership
Funds ownership: 2.42% → 2.17% (-0.25%)
3% less capital invested
Capital invested by funds: $1.27B → $1.23B (-$43.6M)
26% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 31
54% less call options, than puts
Call options by funds: $1.95M | Put options by funds: $4.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$7.57M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$2.24M |
| 3 |
MNA
Manning & Napier Advisors
Fairport,
New York
|
+$2.18M |
| 4 |
Millennium Management
New York
|
+$1.74M |
| 5 |
Bank of New York Mellon
New York
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$76M |
| 2 |
VAM
Vontobel Asset Management
New York
|
-$22.7M |
| 3 |
Renaissance Technologies
New York
|
-$14.8M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$9.72M |
| 5 |
Goldman Sachs
New York
|
-$8.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WOC
101
West Oak Capital
Westlake Village,
California
| $2.84K | – | – | – |
|
|
PTC
102
Private Trust Company
Cleveland,
Ohio
| $2K | – | – | – |
|
|
LIA
103
LS Investment Advisors
Bloomfield Hills,
Michigan
| $1K | – | – | – |
|
|
IIA
104
IPG Investment Advisors
San Diego,
California
| – | -$2.92M | -21,235 | Closed |
|
|
ACI
105
AMP Capital Investors
Sydney,
Australia
| – | -$1.76M | -16,800 | Closed |
|
|
PG
106
PEAK6 Group
Chicago,
Illinois
| – | -$1.04M | -9,235 | Closed |
|
107
Nordea Investment Management
Stockholm,
Sweden
| – | -$880K | -8,339 | Closed |
|
108
Nomura Holdings
Tokyo,
Japan
| – | -$208K | -1,974 | Closed |
|
|
QT
109
Quantbot Technologies
New York
| – | -$105K | -1,000 | Closed |
|
|
DADC
110
D.A. Davidson & Co
Great Falls,
Montana
| – | -$16K | -158 | Closed |
|
111
Lazard Asset Management
New York
| – | -$10K | -100 | Closed |
|
112
Envestnet Asset Management
Chicago,
Illinois
| – | -$3K | -28 | Closed |
|
KOF Hedge Fund Activity: Q2 2014 in Review
103 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2014, worth a combined $1.23B — down 3.4% from $1.27B a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new KOF positions and 9 closed out — a net gain of 1 holder — while 23 added to existing stakes and 31 trimmed.
The largest buyer was Bank of America, adding an estimated $7.57M. The largest seller was Harding Loevner, cutting an estimated $76M.
- 103 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2014, up from 102 in Q1 2014.
- Funds reported $1.23B of Coca-Cola Femsa stock for Q2 2014, down 3.4% quarter-over-quarter.
- 10 funds opened new Coca-Cola Femsa positions in Q2 2014 and 9 closed out, a net change of +1 holder.
- The largest Coca-Cola Femsa buyer in Q2 2014 was Bank of America, an estimated $7.57M added.
- The largest Coca-Cola Femsa seller in Q2 2014 was Harding Loevner, an estimated $76M sold.
Based on aggregated 13F filings for Q2 2014.