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Coca-Cola Femsa

109 hedge funds and large institutions have $938M invested in Coca-Cola Femsa in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

0.01% more ownership

Funds ownership: 2.87%2.88% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 114109 (-5)

6% less capital invested

Capital invested by funds: $993M → $938M (-$55.2M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

100% less call options, than puts

Call options by funds: $6K | Put options by funds: $3.36M

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
35
Reduced
31
Closed
16
Calls
$6K
Puts
$3.36M
Net Calls
-$3.36M
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
101
UBS AM
Illinois
$2.11K
CQS
102
Credential Qtrade Securities
$1.55K +$1.6K +25 New
W
103
WealthStone
Ohio
$1.06K
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$1K +$513 +8 +67%
GT
105
Glenmede Trust
Pennsylvania
$5 -$2.24K -35 -29%
SC
106
Sagil Capital
United Kingdom
-$4.7M -71,215 Closed
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
-$2.48M -38,718 Closed
PPFA
108
Provida Pension Fund Administrator
Chile
-$1.82M -27,904 Closed
Citadel Advisors
109
Citadel Advisors
Florida
-$483K -7,322 Closed
Mackenzie Financial
110
Mackenzie Financial
Ontario, Canada
-$383K -5,800 Closed
CS
111
Credit Suisse
Switzerland
-$322K -4,873 Closed
Vanguard Group
112
Vanguard Group
Pennsylvania
-$292K -4,426 Closed
BCM
113
BlueCrest Capital Management
Jersey
-$269K -4,076 Closed
Voloridge Investment Management
114
Voloridge Investment Management
Florida
-$265K -4,015 Closed
FIM
115
Freedom Investment Management
Connecticut
-$229K -3,476 Closed
Geode Capital Management
116
Geode Capital Management
Massachusetts
-$206K -3,134 Closed
DADC
117
D.A. Davidson & Co
Montana
-$205K -3,100 Closed
BBNA
118
Bremer Bank National Association
Minnesota
-$31K -490 Closed
WAM
119
Wealthspire Advisors (Maryland)
Maryland
-$11K -161 Closed
VFA
120
Valeo Financial Advisors
Indiana
-$7K -100 Closed
CAM
121
Cresset Asset Management
Illinois
-$3K -45 Closed
FGAM
122
Financial Gravity Asset Management
Texas
-$320 -5 -45%

KOF Hedge Fund Activity: Q2 2019 in Review

109 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2019, worth a combined $938M — down 5.6% from $993M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KOF and 11 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 35 added.

The largest buyer was HSBC Holdings, adding an estimated $11.9M. The largest seller was Burgundy Asset Management, cutting an estimated $10.6M.

  • 109 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2019, down from 114 in Q1 2019.
  • Funds reported $938M of Coca-Cola Femsa stock for Q2 2019, down 5.6% quarter-over-quarter.
  • 11 funds opened new Coca-Cola Femsa positions in Q2 2019 and 16 closed out, a net change of -5 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2019 was HSBC Holdings, an estimated $11.9M added.
  • The largest Coca-Cola Femsa seller in Q2 2019 was Burgundy Asset Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2019.