Coca-Cola Femsa
110 hedge funds and large institutions have $893M invested in Coca-Cola Femsa in 2016 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 23 reducing their positions, and 17 closing their positions.
52% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 23
0.04% more ownership
Funds ownership: 2.36% → 2.4% (+0.04%)
3% less funds holding
Funds holding: 113 → 110 (-3)
8% less capital invested
Capital invested by funds: $973M → $893M (-$80M)
12% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 17
37% less call options, than puts
Call options by funds: $668K | Put options by funds: $1.06M
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VAM
Vontobel Asset Management
New York
|
+$10.7M |
| 2 |
CGI
Comgest Global Investors
Paris,
France
|
+$5.06M |
| 3 |
PSCM
Prince Street Capital Management
New York
|
+$4.36M |
| 4 |
Renaissance Technologies
New York
|
+$3.34M |
| 5 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
+$2.62M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$15.5M |
| 2 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$2.23M |
| 3 |
EAM
Edge Asset Management
Seattle,
Washington
|
-$1.78M |
| 4 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$1.59M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.36M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
1832 Asset Management
Toronto,
Ontario, Canada
| – | -$13K | -158 | Closed |
|
|
HIIFS
127
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
| – | -$9K | -110 | Closed |
|
KOF Hedge Fund Activity: Q3 2016 in Review
110 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2016, worth a combined $893M — down 8.2% from $973M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of KOF and 15 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 35 added.
The largest buyer was Vontobel Asset Management, adding an estimated $10.7M. The largest seller was Arrowstreet Capital, cutting an estimated $15.5M.
- 110 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2016, down from 113 in Q2 2016.
- Funds reported $893M of Coca-Cola Femsa stock for Q3 2016, down 8.2% quarter-over-quarter.
- 15 funds opened new Coca-Cola Femsa positions in Q3 2016 and 17 closed out, a net change of -2 holders.
- The largest Coca-Cola Femsa buyer in Q3 2016 was Vontobel Asset Management, an estimated $10.7M added.
- The largest Coca-Cola Femsa seller in Q3 2016 was Arrowstreet Capital, an estimated $15.5M sold.
Based on aggregated 13F filings for Q3 2016.