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Coca-Cola Femsa
KOF

115 hedge funds and large institutions have $937M invested in Coca-Cola Femsa in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

10% more funds holding

Funds holding: 105 → 115 (+10)

6% more capital invested

Capital invested by funds: $883M → $937M (+$53.8M)

0.17% more ownership

Funds ownership: 2.77% → 2.95% (+0.17%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
115
Holders Change
+10
Holders Change %
+9.52%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
40
Reduced
33
Closed
15
Calls
$1.24M
Puts
–
Net Calls
+$1.24M
Net Calls Change
+$1.45M

Top Buyers

1
BAM
Burgundy Asset Management
Ontario, Canada
+$20.5M
2
TBC
Tweedy, Browne Co
Connecticut
+$17.2M
3
APG Asset Management
APG Asset Management
Netherlands
+$8.79M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$6.85M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.29M

Top Sellers

1
II
INCA Investments
Florida
-$16.4M
2
Morgan Stanley
Morgan Stanley
New York
-$4.27M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.1M
4
Millennium Management
Millennium Management
New York
-$4.02M
5
Northern Trust
Northern Trust
Illinois
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Barclays
101
Barclays
United Kingdom
$28K -$546K -9,276 -95%
PA
102
Parallel Advisors
California
$14K -$1.24K -21 -9%
FIA
103
FNY Investment Advisers
New York
$12K +$12.4K +211 New
CAW
104
Cornerstone Advisors (Washington)
Washington
$10K -$9.18K -156 -48%
S
105
SignatureFD
Georgia
$10K -$1.47K -25 -13%
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$8.37K – – –
RFA
107
Reilly Financial Advisors
California
$6K – – –
PA
108
Procyon Advisors
Connecticut
$6K +$5.88K +100 New
GT
109
Glenmede Trust
Pennsylvania
$3K +$1.82K +31 +97%
AssetMark Inc
110
AssetMark Inc
California
$3K +$2.65K +45 New
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$1K – – –
FCH
112
Freestone Capital Holdings
Washington
$960 +$932K +15,842 New
VF
113
Virtu Financial
New York
– -$1.62M -26,774 Closed
AIM
114
ARGA Investment Management
Connecticut
– -$1.46M -24,021 Closed
Janus Henderson Group
115
Janus Henderson Group
United Kingdom
– -$1.3M -21,500 Closed
SCM
116
Stevens Capital Management
Pennsylvania
– -$583K -9,612 Closed
WCM
117
Weld Capital Management
New York
– -$427K -7,047 Closed
CI
118
Conning Inc
Connecticut
– -$406K -6,700 Closed
ARTA
119
A.R.T. Advisors
New York
– -$366K -6,040 Closed
LI
120
Leap Investments
Illinois
– -$279K -4,600 Closed
PP
121
Paloma Partners
Connecticut
– -$215K -3,549 Closed
PA
122
Probity Advisors
Texas
– -$205K -3,389 Closed
Group One Trading
123
Group One Trading
Illinois
– -$139K -2,300 Closed
QT
124
Quantamental Technologies
New York
– -$42K -700 Closed
BL
125
Balentine LLC
Georgia
– -$6K -106 Closed
2 3 4
5
6

KOF Hedge Fund Activity: Q4 2019 in Review

115 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2019, worth a combined $937M — up 6.1% from $883M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KOF positions and 15 closed out — a net gain of 10 holders — while 40 added to existing stakes and 33 trimmed.

The largest buyer was Burgundy Asset Management, adding an estimated $20.5M. The largest seller was INCA Investments, cutting an estimated $16.4M.

  • 115 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2019, up from 105 in Q3 2019.
  • Funds reported $937M of Coca-Cola Femsa stock for Q4 2019, up 6.1% quarter-over-quarter.
  • 25 funds opened new Coca-Cola Femsa positions in Q4 2019 and 15 closed out, a net change of +10 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2019 was Burgundy Asset Management, an estimated $20.5M added.
  • The largest Coca-Cola Femsa seller in Q4 2019 was INCA Investments, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2019.