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Coca-Cola Femsa
KOF

120 hedge funds and large institutions have $1.47B invested in Coca-Cola Femsa in 2013 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

0.01% less ownership

Funds ownership: 2.44% → 2.43% (-0.01%)

4% less capital invested

Capital invested by funds: $1.53B → $1.47B (-$55.7M)

4% less funds holding

Funds holding: 125 → 120 (-5)

13% less call options, than puts

Call options by funds: $3.48M | Put options by funds: $4.02M

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

37% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 46

Holders
120
Holders Change
-5
Holders Change %
-4%
% of All Funds
3.48%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
15
Increased
29
Reduced
46
Closed
20
Calls
$3.48M
Puts
$4.02M
Net Calls
-$533K
Net Calls Change
-$6.63M

Top Buyers

1
Invesco
Invesco
Georgia
+$9.14M
2
APG Asset Management
APG Asset Management
Netherlands
+$6.67M
3
HL
Harding Loevner
New Jersey
+$5.75M
4
Deutsche Bank
Deutsche Bank
Germany
+$5.28M
5
Renaissance Technologies
Renaissance Technologies
New York
+$2.99M

Top Sellers

1
BIT
BlackRock Institutional Trust
California
-$7.22M
2
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
-$6.53M
3
VAM
Vontobel Asset Management
New York
-$6.48M
4
Fidelity Investments
Fidelity Investments
Massachusetts
-$6.38M
5
ESG
Emerging Sovereign Group
New York
-$4.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
ARTA
126
A.R.T. Advisors
New York
– -$981K -7,789 Closed
Westfield Capital Management
127
Westfield Capital Management
Massachusetts
– -$881K -6,990 Closed
SB
128
Suntrust Banks
Georgia
– -$807K -6,409 Closed
VKH
129
Virtu KCG Holdings
New York
– -$726K -5,762 Closed
EMG
130
Ellington Management Group
Connecticut
– -$693K -5,500 Closed
SCM
131
Stevens Capital Management
Pennsylvania
– -$587K -4,663 Closed
BG
132
BlackRock Group
United Kingdom
– -$549K -4,356 Closed
KWMG
133
King Wealth Management Group
Florida
– -$366K -2,904 Closed
B
134
Barings
North Carolina
– -$277K -2,200 Closed
AL
135
Airain Ltd
Guernsey
– -$259K -2,057 Closed
PA
136
Profund Advisors
Maryland
– -$203K -1,615 Closed
Arrowstreet Capital
137
Arrowstreet Capital
Massachusetts
– -$117K -926 Closed
STC
138
SEI Trust Company
Pennsylvania
– -$101K -800 Closed
WT
139
Whittier Trust
California
– -$21K -170 Closed
2 3 4 5
6

KOF Hedge Fund Activity: Q4 2013 in Review

120 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2013, worth a combined $1.47B — down 3.7% from $1.53B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of KOF and 15 opened new positions — a net loss of 5 holders — while 46 trimmed existing stakes and 29 added.

The largest buyer was Invesco, adding an estimated $9.14M. The largest seller was BlackRock Institutional Trust, cutting an estimated $7.22M.

  • 120 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2013, down from 125 in Q3 2013.
  • Funds reported $1.47B of Coca-Cola Femsa stock for Q4 2013, down 3.7% quarter-over-quarter.
  • 15 funds opened new Coca-Cola Femsa positions in Q4 2013 and 20 closed out, a net change of -5 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2013 was Invesco, an estimated $9.14M added.
  • The largest Coca-Cola Femsa seller in Q4 2013 was BlackRock Institutional Trust, an estimated $7.22M sold.

Based on aggregated 13F filings for Q4 2013.