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Coca-Cola Femsa
KOF

103 hedge funds and large institutions have $801M invested in Coca-Cola Femsa in 2015 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

2% more funds holding

Funds holding: 101 → 103 (+2)

0.04% less ownership

Funds ownership: 2.07% → 2.03% (-0.04%)

3% less capital invested

Capital invested by funds: $822M → $801M (-$20.6M)

27% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 33

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

94% less call options, than puts

Call options by funds: $319K | Put options by funds: $5.46M

Holders
103
Holders Change
+2
Holders Change %
+1.98%
% of All Funds
2.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
12
Increased
24
Reduced
33
Closed
10
Calls
$319K
Puts
$5.46M
Net Calls
-$5.14M
Net Calls Change
-$4.13M

Top Buyers

1
BAM
Burgundy Asset Management
Ontario, Canada
+$5.18M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$4.39M
3
AIM
ARGA Investment Management
Connecticut
+$3.69M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$3.52M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$3.28M

Top Sellers

1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$22.2M
2
TL
Tirschwell & Loewy
New York
-$4.56M
3
Morgan Stanley
Morgan Stanley
New York
-$4.17M
4
HIM
HughesLittle Investment Management
-$3.35M
5
PPA
Parametric Portfolio Associates
Washington
-$3.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
101
West Oak Capital
California
$1.99K – – –
CAW
102
Cornerstone Advisors (Washington)
Washington
$1K – – –
LIA
103
LS Investment Advisors
Michigan
$1K – – –
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
– -$22.2M -281,800 Closed
BIT
105
BlackRock Institutional Trust
California
– -$1.83M -22,859 Closed
LCP
106
LGT Capital Partners
Switzerland
– -$870K -10,900 Closed
ACI
107
AMP Capital Investors
Australia
– -$794K -10,000 Closed
PP
108
Paloma Partners
Connecticut
– -$532K -6,658 Closed
AG
109
Ashmore Group
United Kingdom
– -$343K -4,300 Closed
JIC
110
Johnson Investment Counsel
Ohio
– -$303K -3,803 Closed
PA
111
Profund Advisors
Maryland
– -$214K -2,678 Closed
WAM
112
World Asset Management
Michigan
– -$201K -2,521 Closed
RFS
113
Rockefeller Financial Services
New York
– -$89K -1,120 Closed
1 2 3 4
5

KOF Hedge Fund Activity: Q2 2015 in Review

103 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2015, worth a combined $801M — down 2.5% from $822M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new KOF positions and 10 closed out — a net gain of 2 holders — while 24 added to existing stakes and 33 trimmed.

The largest buyer was Burgundy Asset Management, adding an estimated $5.18M. The largest seller was Schroder Investment Management Group, exiting entirely with an estimated $22.2M sold.

  • 103 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2015, up from 101 in Q1 2015.
  • Funds reported $801M of Coca-Cola Femsa stock for Q2 2015, down 2.5% quarter-over-quarter.
  • 12 funds opened new Coca-Cola Femsa positions in Q2 2015 and 10 closed out, a net change of +2 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2015 was Burgundy Asset Management, an estimated $5.18M added.
  • The largest Coca-Cola Femsa seller in Q2 2015 was Schroder Investment Management Group, an estimated $22.2M sold.

Based on aggregated 13F filings for Q2 2015.