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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
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$757M – – –
VAM
2
Vontobel Asset Management
New York
$155M -$6.48M -53,900 -4%
HL
3
Harding Loevner
New Jersey
$120M +$5.75M +47,799 +5%
Renaissance Technologies
4
Renaissance Technologies
New York
$89.9M +$2.99M +24,892 +3%
TBC
5
Tweedy, Browne Co
Connecticut
$73.4M -$31.1K -259 -0%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$19.9M +$1.16M +9,659 +6%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$19.4M +$1.37M +11,419 +8%
Invesco
8
Invesco
Georgia
$16.2M +$9.14M +76,003 +134%
TL
9
Tirschwell & Loewy
New York
$15.8M +$450K +3,745 +3%
CI Investments Inc
10
CI Investments Inc
Ontario, Canada
$12.9M +$1.03M +8,600 +9%
APG Asset Management
11
APG Asset Management
Netherlands
$12.2M +$6.67M +55,450 +124%
AQR Capital Management
12
AQR Capital Management
Connecticut
$11.7M -$938K -7,800 -8%
HIM
13
HughesLittle Investment Management
$11.6M +$11.5M +95,300 New
RFC
14
Russell Frank Company
Washington
$10.5M +$541K +4,500 +5%
PPA
15
Parametric Portfolio Associates
Washington
$9.2M +$265K +2,203 +3%
Morgan Stanley
16
Morgan Stanley
New York
$9.04M +$2.33M +19,383 +35%
Mitsubishi UFJ Trust & Banking
17
Mitsubishi UFJ Trust & Banking
Japan
$8.88M -$265K -2,200 -3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$8.54M -$6.38M -53,076 -43%
Deutsche Bank
19
Deutsche Bank
Germany
$7.59M +$5.28M +43,906 +238%
BAM
20
Burgundy Asset Management
Ontario, Canada
$6M +$1.7M +14,115 +40%
SMDAM
21
Sumitomo Mitsui DS Asset Management
Japan
$5.15M – – –
CS
22
Credit Suisse
Switzerland
$4.82M +$730K +6,074 +18%
BlackRock
23
BlackRock
New York
$4.61M -$4.93M -41,011 -52%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$4.23M -$274K -2,280 -6%
SC
25
Saturna Capital
Washington
$3.66M – – –
1
2 3 4 5

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.