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Coca-Cola Femsa
KOF

115 hedge funds and large institutions have $720M invested in Coca-Cola Femsa in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

678% more call options, than puts

Call options by funds: $599K | Put options by funds: $77K

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

14% more funds holding

Funds holding: 101 → 115 (+14)

2.73% more ownership

Funds ownership: 0.64% → 3.37% (+2.7%)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less capital invested

Capital invested by funds: $738M → $720M (-$17.5M)

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
30
Reduced
29
Closed
16
Calls
$599K
Puts
$77K
Net Calls
+$522K
Net Calls Change
+$265K

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$22.1M
2
BIP
Brandes Investment Partners
California
+$15.2M
3
Bank of America
Bank of America
North Carolina
+$3.92M
4
TBC
Tweedy, Browne Co
Connecticut
+$3.5M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$2.75M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$5.69M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$4.98M
3
BlackRock
BlackRock
New York
-$3.89M
4
Northern Trust
Northern Trust
Illinois
-$2.41M
5
NCM
Newfoundland Capital Management
Brazil
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
BNP Paribas Financial Markets
101
BNP Paribas Financial Markets
France
$5.62K – – –
VFA
102
Valeo Financial Advisors
Indiana
$5K +$5.55K +132 New
BWA
103
Burt Wealth Advisors
Maryland
$4K – – –
HWA
104
HHM Wealth Advisors
Tennessee
$3K – – –
EFSCE
105
Enterprise Financial Services Corp (EFSC)
Missouri
$2K – – –
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$2K +$1.39K +33 +127%
Fifth Third Bancorp
107
Fifth Third Bancorp
Ohio
$2K +$1.39K +33 +165%
ABC
108
Associated Banc-Corp
Wisconsin
$1K – – –
CWC
109
Carolinas Wealth Consulting
North Carolina
$1K – – –
PFGIA
110
Patriot Financial Group Insurance Agency
Massachusetts
$1K – – –
TAIM
111
TD Ameritrade Investment Management
Nebraska
$1K – – –
PCG
112
Private Capital Group
Connecticut
$1K +$966 +23 New
LJHT
113
Laurie J. Hall Trustee
$1K +$1.05K +25 New
Wellington Management Group
114
Wellington Management Group
Massachusetts
– -$1.5M -34,231 Closed
Millennium Management
115
Millennium Management
New York
– -$1.09M -24,863 Closed
EAM
116
Eagle Asset Management
Florida
– -$485K -12,940 Closed
HighTower Advisors
117
HighTower Advisors
Illinois
– -$519K -11,859 Closed
Connor, Clark & Lunn Investment Management (CC&L)
118
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$417K -9,519 Closed
Boston Partners
119
Boston Partners
Massachusetts
– -$349K -7,958 Closed
MWNA
120
Marshall Wace North America
New York
– -$281K -6,414 Closed
State of New Jersey Common Pension Fund D
121
State of New Jersey Common Pension Fund D
New Jersey
– -$272K -6,200 Closed
MIFH
122
Migdal Insurance & Financial Holdings
Israel
– -$29K -650 Closed
IA
123
IFP Advisors
Florida
– -$12.6K -300 Closed
BL
124
Balentine LLC
Georgia
– -$7K -157 Closed
NIT
125
NumerixS Investment Technologies
British Columbia, Canada
– -$4K -100 Closed
2 3 4
5
6

KOF Hedge Fund Activity: Q3 2020 in Review

115 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2020, worth a combined $720M — down 2.4% from $738M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KOF positions and 16 closed out — a net gain of 14 holders — while 30 added to existing stakes and 29 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $22.1M. The largest seller was APG Asset Management, cutting an estimated $5.69M.

  • 115 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2020, up from 101 in Q2 2020.
  • Funds reported $720M of Coca-Cola Femsa stock for Q3 2020, down 2.4% quarter-over-quarter.
  • 30 funds opened new Coca-Cola Femsa positions in Q3 2020 and 16 closed out, a net change of +14 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2020 was Janus Henderson Group, an estimated $22.1M added.
  • The largest Coca-Cola Femsa seller in Q3 2020 was APG Asset Management, an estimated $5.69M sold.

Based on aggregated 13F filings for Q3 2020.