Coca-Cola Femsa
108 hedge funds and large institutions have $831M invested in Coca-Cola Femsa in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 23 closing their positions.
390% more call options, than puts
Call options by funds: $6.63M | Put options by funds: $1.35M
54% more repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 24
0.23% more ownership
Funds ownership: 2.4% → 2.63% (+0.23%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 23
2% less funds holding
Funds holding: 110 → 108 (-2)
7% less capital invested
Capital invested by funds: $893M → $831M (-$62.6M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
+$63.3M |
| 2 |
VAM
Vontobel Asset Management
New York
|
+$14.5M |
| 3 |
WBC
Westpac Banking Corp
Sydney,
Australia
|
+$5.92M |
| 4 |
CGI
Comgest Global Investors
Paris,
France
|
+$4.79M |
| 5 |
Millennium Management
New York
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$11.9M |
| 2 |
PSCM
Prince Street Capital Management
New York
|
-$4.21M |
| 3 |
JP Morgan Chase
New York
|
-$3.04M |
| 4 |
SGDR
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
|
-$2.53M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.96M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Bessemer Group
Woodbridge,
New Jersey
| – | -$9K | -124 | Closed |
|
|
IA
127
IFP Advisors
Tampa,
Florida
| – | -$5K | -62 | Closed |
|
|
FNYS
128
First New York Securities
New York
| – | -$3K | -40 | Closed |
|
|
FPTW
129
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| – | -$1K | -14 | Closed |
|
130
AssetMark Inc
Concord,
California
| – | +$140 | +2 | New |
|
|
YWP
131
YorkBridge Wealth Partners
New York
| – | +$489 | +7 | New |
|
KOF Hedge Fund Activity: Q4 2016 in Review
108 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2016, worth a combined $831M — down 7% from $893M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of KOF and 22 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 37 added.
The largest buyer was Macquarie Group, opening a new position worth an estimated $63.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $11.9M sold.
- 108 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2016, down from 110 in Q3 2016.
- Funds reported $831M of Coca-Cola Femsa stock for Q4 2016, down 7% quarter-over-quarter.
- 22 funds opened new Coca-Cola Femsa positions in Q4 2016 and 23 closed out, a net change of -1 holder.
- The largest Coca-Cola Femsa buyer in Q4 2016 was Macquarie Group, an estimated $63.3M added.
- The largest Coca-Cola Femsa seller in Q4 2016 was Arrowstreet Capital, an estimated $11.9M sold.
Based on aggregated 13F filings for Q4 2016.