Coca-Cola Femsa
100 hedge funds and large institutions have $876M invested in Coca-Cola Femsa in 2014 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 11 closing their positions.
41% more call options, than puts
Call options by funds: $1.1M | Put options by funds: $779K
26% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 27
9% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 11
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.03% less ownership
Funds ownership: 2.07% → 2.03% (-0.03%)
1% less funds holding
Funds holding: 101 → 100 (-1)
15% less capital invested
Capital invested by funds: $1.03B → $876M (-$159M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
+$6.63M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$4.35M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$4.22M |
| 4 |
OAM
Oxford Asset Management
Oxford,
United Kingdom
|
+$3.44M |
| 5 |
HIM
HughesLittle Investment Management
Vancouver,
|
+$2.32M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Vontobel Asset Management
New York
|
-$31.9M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$5.29M |
| 3 |
VF
Virtu Financial
New York
|
-$4.25M |
| 4 |
TL
Tirschwell & Loewy
New York
|
-$2.42M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$2.35M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VF
101
Virtu Financial
New York
| – | -$4.25M | -42,209 | Closed |
|
|
DTL
102
Dynamic Technology Lab
Singapore
| – | -$283K | -2,806 | Closed |
|
|
TH
103
Timber Hill
Greenwich,
Connecticut
| – | -$245K | -2,433 | Closed |
|
104
Comerica Bank
Dallas,
Texas
| – | -$225K | -2,237 | Closed |
|
|
HCM
105
Harvey Capital Management
Palm Beach,
Florida
| – | -$201K | -2,000 | Closed |
|
106
Ameriprise
Minneapolis,
Minnesota
| – | -$87K | -866 | Closed |
|
|
BFA
107
BlackRock Fund Advisors
San Francisco,
California
| – | -$15K | -145 | Closed |
|
108
Creative Planning
Overland Park,
Kansas
| – | -$9K | -94 | Closed |
|
|
M
109
MOTCO
San Antonio,
Texas
| – | -$7K | -65 | Closed |
|
|
IPC
110
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$4K | -35 | Closed |
|
|
PTC
111
Private Trust Company
Cleveland,
Ohio
| – | -$3K | -26 | Closed |
|
KOF Hedge Fund Activity: Q4 2014 in Review
100 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2014, worth a combined $876M — down 15% from $1.03B a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new KOF positions and 11 closed out — a net gain of 1 holder — while 34 added to existing stakes and 27 trimmed.
The largest buyer was BlackRock Institutional Trust, adding an estimated $6.63M. The largest seller was Vontobel Asset Management, cutting an estimated $31.9M.
- 100 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2014, down from 101 in Q3 2014.
- Funds reported $876M of Coca-Cola Femsa stock for Q4 2014, down 15% quarter-over-quarter.
- 12 funds opened new Coca-Cola Femsa positions in Q4 2014 and 11 closed out, a net change of +1 holder.
- The largest Coca-Cola Femsa buyer in Q4 2014 was BlackRock Institutional Trust, an estimated $6.63M added.
- The largest Coca-Cola Femsa seller in Q4 2014 was Vontobel Asset Management, an estimated $31.9M sold.
Based on aggregated 13F filings for Q4 2014.