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Coca-Cola Femsa

104 hedge funds and large institutions have $809M invested in Coca-Cola Femsa in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

0.08% more ownership

Funds ownership: 2.63%2.71% (+0.08%)

4% less funds holding

Funds holding: 108104 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less capital invested

Capital invested by funds: $917M → $809M (-$108M)

61% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $3.48M

Holders
104
Holders Change
-4
Holders Change %
-3.7%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
35
Reduced
30
Closed
17
Calls
$1.35M
Puts
$3.48M
Net Calls
-$2.13M
Net Calls Change
+$790K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$1K +$1.04K +17 New
Connor, Clark & Lunn Investment Management (CC&L)
102
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.33M -20,050 Closed
OAM
103
Oxford Asset Management
United Kingdom
-$1.04M -15,708 Closed
MWNA
104
Marshall Wace North America
New York
-$560K -8,432 Closed
Marshall Wace
105
Marshall Wace
United Kingdom
-$487K -7,330 Closed
BWAM
106
Boyd Watterson Asset Management
Ohio
-$330K -4,966 Closed
QSS
107
Quantitative Systematic Strategies
Florida
-$314K -4,734 Closed
Mackenzie Financial
108
Mackenzie Financial
Ontario, Canada
-$272K -4,100 Closed
Jane Street
109
Jane Street
New York
-$225K -3,406 Closed
IRC
110
Investors Research Corp
Georgia
-$219K -3,300 Closed
Sumitomo Mitsui Trust Group
111
Sumitomo Mitsui Trust Group
Japan
-$218K -3,286 Closed
DADC
112
D.A. Davidson & Co
Montana
-$206K -3,100 Closed
HA
113
Hamel Associates
New Jersey
-$206 -3,100 Closed
GT
114
Glenmede Trust
Pennsylvania
-$18K -268 Closed
IA
115
IFP Advisors
Florida
-$7K -94 Closed
EFSCE
116
Enterprise Financial Services Corp (EFSC)
Missouri
-$2K -31 Closed
CIP
117
Convergence Investment Partners
Florida
-$1K -21 Closed
WC
118
Whitnell & Co
Illinois
-$1K -18 Closed
CF
119
Centaurus Financial
California
+$61 +1 New

KOF Hedge Fund Activity: Q2 2018 in Review

104 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2018, worth a combined $809M — down 12% from $917M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KOF and 15 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 35 added.

The largest buyer was INCA Investments, opening a new position worth an estimated $27.9M. The largest seller was Harding Loevner, cutting an estimated $14.7M.

  • 104 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2018, down from 108 in Q1 2018.
  • Funds reported $809M of Coca-Cola Femsa stock for Q2 2018, down 12% quarter-over-quarter.
  • 15 funds opened new Coca-Cola Femsa positions in Q2 2018 and 17 closed out, a net change of -2 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2018 was INCA Investments, an estimated $27.9M added.
  • The largest Coca-Cola Femsa seller in Q2 2018 was Harding Loevner, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2018.