Coca-Cola Femsa
102 hedge funds and large institutions have $657M invested in Coca-Cola Femsa in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 28 closing their positions.
149% more call options, than puts
Call options by funds: $269K | Put options by funds: $108K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
36% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 28
2.33% less ownership
Funds ownership: 2.95% → 0.62% (-2.3%)
11% less funds holding
Funds holding: 115 → 102 (-13)
30% less capital invested
Capital invested by funds: $937M → $657M (-$280M)
39% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 28
Top Buyers
| 1 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
+$38.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$24.7M |
| 3 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$13.4M |
| 4 |
ClearBridge Investments
New York
|
+$7.93M |
| 5 |
Renaissance Technologies
New York
|
+$7.44M |
Top Sellers
KOF Hedge Fund Activity: Q1 2020 in Review
102 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2020, worth a combined $657M — down 30% from $937M a quarter earlier.
Sellers outnumbered buyers: 28 funds closed out of KOF and 17 opened new positions — a net loss of 11 holders — while 28 trimmed existing stakes and 38 added.
The largest buyer was Tweedy, Browne Co, adding an estimated $38.5M. The largest seller was HSBC Holdings, exiting entirely with an estimated $12M sold.
- 102 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2020, down from 115 in Q4 2019.
- Funds reported $657M of Coca-Cola Femsa stock for Q1 2020, down 30% quarter-over-quarter.
- 17 funds opened new Coca-Cola Femsa positions in Q1 2020 and 28 closed out, a net change of -11 holders.
- The largest Coca-Cola Femsa buyer in Q1 2020 was Tweedy, Browne Co, an estimated $38.5M added.
- The largest Coca-Cola Femsa seller in Q1 2020 was HSBC Holdings, an estimated $12M sold.
Based on aggregated 13F filings for Q1 2020.