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Coca-Cola Femsa
KOF

101 hedge funds and large institutions have $772M invested in Coca-Cola Femsa in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

6% more capital invested

Capital invested by funds: $731M → $772M (+$41.2M)

0.07% more ownership

Funds ownership: 2.12% → 2.19% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less funds holding

Funds holding: 105 → 101 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $333K

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
32
Reduced
27
Closed
13
Calls
–
Puts
$333K
Net Calls
-$333K
Net Calls Change
+$9.82M

Top Buyers

1
CGI
Comgest Global Investors
France
+$12.3M
2
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
+$9.35M
3
HL
Harding Loevner
New Jersey
+$8.36M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.84M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.91M

Top Sellers

1
PG
PEAK6 Group
Illinois
-$3.59M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.15M
3
Bank of America
Bank of America
North Carolina
-$2.03M
4
Goldman Sachs
Goldman Sachs
New York
-$1.72M
5
FIM
Freedom Investment Management
Connecticut
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
101
Ausdal Financial Partners
Iowa
$1K +$965 +13 New
FCH
102
Freestone Capital Holdings
Washington
– -$1.63M -23,481 Closed
BIT
103
BlackRock Institutional Trust
California
– -$1.27M -18,305 Closed
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
– -$454K -6,550 Closed
EMG
105
Ellington Management Group
Connecticut
– -$368K -5,300 Closed
DTL
106
Dynamic Technology Lab
Singapore
– -$268K -3,857 Closed
FNYS
107
First New York Securities
New York
– -$222K -3,200 Closed
TWI
108
Thomas White International
Illinois
– -$115K -1,653 Closed
QT
109
Quantbot Technologies
New York
– -$90K -1,300 Closed
EWM
110
Evercore Wealth Management
New York
– -$62K -900 Closed
BNP Paribas Financial Markets
111
BNP Paribas Financial Markets
France
– -$48.6K -700 Closed
ST
112
Smithfield Trust
Pennsylvania
– -$23K -334 Closed
WCM
113
Windsor Capital Management
Arizona
– -$22K -319 Closed
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
– -$6K -87 Closed
1 2 3 4
5

KOF Hedge Fund Activity: Q4 2015 in Review

101 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2015, worth a combined $772M — up 5.6% from $731M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of KOF and 9 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 32 added.

The largest buyer was Comgest Global Investors, opening a new position worth an estimated $12.3M. The largest seller was PEAK6 Group, cutting an estimated $3.59M.

  • 101 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2015, down from 105 in Q3 2015.
  • Funds reported $772M of Coca-Cola Femsa stock for Q4 2015, up 5.6% quarter-over-quarter.
  • 9 funds opened new Coca-Cola Femsa positions in Q4 2015 and 13 closed out, a net change of -4 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2015 was Comgest Global Investors, an estimated $12.3M added.
  • The largest Coca-Cola Femsa seller in Q4 2015 was PEAK6 Group, an estimated $3.59M sold.

Based on aggregated 13F filings for Q4 2015.