Coca-Cola Femsa
105 hedge funds and large institutions have $938M invested in Coca-Cola Femsa in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
21% more capital invested
Capital invested by funds: $772M → $938M (+$166M)
4% more funds holding
Funds holding: 101 → 105 (+4)
0.06% more ownership
Funds ownership: 2.19% → 2.25% (+0.06%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
18% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 34
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $332K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CGI
Comgest Global Investors
Paris,
France
|
+$19.3M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$10.1M |
| 3 |
Renaissance Technologies
New York
|
+$3.6M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$2.01M |
| 5 |
LOAMS
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$5.35M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$4.69M |
| 3 |
VAM
Vontobel Asset Management
New York
|
-$2.44M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$1.82M |
| 5 |
Morgan Stanley
New York
|
-$1.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WC
101
Whitnell & Co
Oak Brook,
Illinois
| $4K | – | – | – |
|
|
WOC
102
West Oak Capital
Westlake Village,
California
| $2.08K | – | – | – |
|
|
MFS
103
MSI Financial Services
Springfield,
Massachusetts
| $2K | – | – | – |
|
|
QCG
104
Quadrant Capital Group
Cincinnati,
Ohio
| $1K | -$1.45K | -20 | -47% |
|
|
LIA
105
LS Investment Advisors
Bloomfield Hills,
Michigan
| $1K | – | – | – |
|
106
Jane Street
New York
| – | -$683K | -9,639 | Closed |
|
107
Marshall Wace
London,
United Kingdom
| – | -$636K | -8,979 | Closed |
|
|
TSS
108
Two Sigma Securities
New York
| – | -$224K | -3,164 | Closed |
|
|
PG
109
PEAK6 Group
Chicago,
Illinois
| – | -$204K | -2,876 | Closed |
|
|
SC
110
Saturna Capital
Bellingham,
Washington
| – | -$106K | -1,500 | Closed |
|
|
GH
111
GAM Holding
Zurich,
Switzerland
| – | -$21K | -300 | Closed |
|
|
TRCT
112
Tower Research Capital (TRC)
New York
| – | -$17K | -238 | Closed |
|
|
AFP
113
Ausdal Financial Partners
Davenport,
Iowa
| – | -$1K | -13 | Closed |
|
KOF Hedge Fund Activity: Q1 2016 in Review
105 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2016, worth a combined $938M — up 21% from $772M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new KOF positions and 8 closed out — a net gain of 5 holders — while 28 added to existing stakes and 34 trimmed.
The largest buyer was Comgest Global Investors, adding an estimated $19.3M. The largest seller was DekaBank Deutsche Girozentrale, cutting an estimated $5.35M.
- 105 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2016, up from 101 in Q4 2015.
- Funds reported $938M of Coca-Cola Femsa stock for Q1 2016, up 21% quarter-over-quarter.
- 13 funds opened new Coca-Cola Femsa positions in Q1 2016 and 8 closed out, a net change of +5 holders.
- The largest Coca-Cola Femsa buyer in Q1 2016 was Comgest Global Investors, an estimated $19.3M added.
- The largest Coca-Cola Femsa seller in Q1 2016 was DekaBank Deutsche Girozentrale, an estimated $5.35M sold.
Based on aggregated 13F filings for Q1 2016.