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Coca-Cola Femsa

110 hedge funds and large institutions have $893M invested in Coca-Cola Femsa in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 23

0.04% more ownership

Funds ownership: 2.36%2.4% (+0.04%)

3% less funds holding

Funds holding: 113110 (-3)

8% less capital invested

Capital invested by funds: $973M → $893M (-$80M)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

37% less call options, than puts

Call options by funds: $668K | Put options by funds: $1.06M

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
110
Holders Change
-3
Holders Change %
-2.65%
% of All Funds
2.93%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
15
Increased
35
Reduced
23
Closed
17
Calls
$668K
Puts
$1.06M
Net Calls
-$390K
Net Calls Change
+$357K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
101
IFP Advisors
Florida
$5K +$4.81K +62 New
EFSCE
102
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$2.48K -32 -36%
WC
103
Whitnell & Co
Illinois
$4K
FNYS
104
First New York Securities
New York
$3K
AG
105
Advisor Group
Arizona
$2K
MFS
106
MSI Financial Services
Massachusetts
$2K
WOC
107
West Oak Capital
California
$1.88K
LIA
108
LS Investment Advisors
Michigan
$1K
QCG
109
Quadrant Capital Group
Ohio
$1K
FPTW
110
Franklin, Parlapiano, Turner & Welch
Texas
$1K +$1.08K +14 New
ACI
111
AMP Capital Investors
Australia
-$1.59M -19,560 Closed
CAM
112
Capstone Asset Management
Texas
-$656K -7,912 Closed
ARTA
113
A.R.T. Advisors
New York
-$654K -7,885 Closed
Invesco
114
Invesco
Georgia
-$626K -7,540 Closed
EMG
115
Ellington Management Group
Connecticut
-$465K -5,600 Closed
ACM
116
Americafirst Capital Management
California
-$315K -3,796 Closed
LMGAM
117
Liberty Mutual Group Asset Management
Massachusetts
-$268K -3,229 Closed
Comerica Bank
118
Comerica Bank
Texas
-$206K -2,661 Closed
SCM
119
Stevens Capital Management
Pennsylvania
-$210K -2,535 Closed
PG
120
PEAK6 Group
Illinois
-$142K -1,829 Closed
QT
121
Quantbot Technologies
New York
-$120K -1,455 Closed
NIT
122
NumerixS Investment Technologies
British Columbia, Canada
-$50K -600 Closed
BlackRock
123
BlackRock
New York
-$25K -300 Closed
CCA
124
Checchi Capital Advisers
California
-$19K -226 Closed
Northwestern Mutual Wealth Management
125
Northwestern Mutual Wealth Management
Wisconsin
-$14K -164 Closed

KOF Hedge Fund Activity: Q3 2016 in Review

110 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2016, worth a combined $893M — down 8.2% from $973M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KOF and 15 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 35 added.

The largest buyer was Vontobel Asset Management, adding an estimated $10.7M. The largest seller was Arrowstreet Capital, cutting an estimated $15.5M.

  • 110 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2016, down from 113 in Q2 2016.
  • Funds reported $893M of Coca-Cola Femsa stock for Q3 2016, down 8.2% quarter-over-quarter.
  • 15 funds opened new Coca-Cola Femsa positions in Q3 2016 and 17 closed out, a net change of -2 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2016 was Vontobel Asset Management, an estimated $10.7M added.
  • The largest Coca-Cola Femsa seller in Q3 2016 was Arrowstreet Capital, an estimated $15.5M sold.

Based on aggregated 13F filings for Q3 2016.