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Coca-Cola Femsa

108 hedge funds and large institutions have $831M invested in Coca-Cola Femsa in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $6.63M | Put options by funds: $1.35M

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

0.23% more ownership

Funds ownership: 2.4%2.63% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 110108 (-2)

7% less capital invested

Capital invested by funds: $893M → $831M (-$62.6M)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
37
Reduced
24
Closed
23
Calls
$6.63M
Puts
$1.35M
Net Calls
+$5.28M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
AG
101
Advisor Group
Arizona
$2K
MFS
102
MSI Financial Services
Massachusetts
$2K
UBS AM
103
UBS AM
Illinois
$2K +$2.38K +34 New
WOC
104
West Oak Capital
California
$1.59K
EFSCE
105
Enterprise Financial Services Corp (EFSC)
Missouri
$1K -$3K -43 -74%
LIA
106
LS Investment Advisors
Michigan
$1K
Arrowstreet Capital
107
Arrowstreet Capital
Massachusetts
-$11.9M -159,249 Closed
PSCM
108
Prince Street Capital Management
New York
-$4.21M -56,200 Closed
SGDR
109
SPX Gestao de Recursos
Brazil
-$2.53M -33,793 Closed
MTB
110
Mizuho Trust & Banking
Japan
-$1.66M -22,095 Closed
Marshall Wace
111
Marshall Wace
United Kingdom
-$1.64M -21,907 Closed
EAM
112
Edge Asset Management
Washington
-$1.13M -15,000 Closed
TJHA
113
Thomas J. Herzfeld Advisors
Florida
-$660K -8,799 Closed
Asset Management One
114
Asset Management One
Japan
-$422K -5,623 Closed
PGA
115
Portland Global Advisors
Maine
-$394K -5,257 Closed
Citadel Advisors
116
Citadel Advisors
Florida
-$366K -4,879 Closed
WAM
117
World Asset Management
Michigan
-$249K -3,326 Closed
Jane Street
118
Jane Street
New York
-$247K -3,289 Closed
Neuberger Berman Group
119
Neuberger Berman Group
New York
-$225K -3,000 Closed
State of New Jersey Common Pension Fund D
120
State of New Jersey Common Pension Fund D
New Jersey
-$203K -2,700 Closed
PFO
121
Pathstone Family Office
New Jersey
-$69K -917 Closed
TRCT
122
Tower Research Capital (TRC)
New York
-$41K -556 Closed
JFA
123
JNBA Financial Advisors
Minnesota
-$14K -183 Closed
S
124
SignatureFD
Georgia
-$14K -183 Closed
CIM
125
Contravisory Investment Management
Massachusetts
-$11K -141 Closed

KOF Hedge Fund Activity: Q4 2016 in Review

108 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2016, worth a combined $831M — down 7% from $893M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KOF and 22 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 37 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $63.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $11.9M sold.

  • 108 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2016, down from 110 in Q3 2016.
  • Funds reported $831M of Coca-Cola Femsa stock for Q4 2016, down 7% quarter-over-quarter.
  • 22 funds opened new Coca-Cola Femsa positions in Q4 2016 and 23 closed out, a net change of -1 holder.
  • The largest Coca-Cola Femsa buyer in Q4 2016 was Macquarie Group, an estimated $63.3M added.
  • The largest Coca-Cola Femsa seller in Q4 2016 was Arrowstreet Capital, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2016.