Coca-Cola Femsa
102 hedge funds and large institutions have $1.27B invested in Coca-Cola Femsa in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 22 closing their positions.
29% more call options, than puts
Call options by funds: $3.25M | Put options by funds: $2.51M
6% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 32
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.01% less ownership
Funds ownership: 2.43% → 2.42% (-0.01%)
14% less capital invested
Capital invested by funds: $1.47B → $1.27B (-$199M)
15% less funds holding
Funds holding: 120 → 102 (-18)
73% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$8M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$5.64M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$3.44M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$3.08M |
| 5 |
HIM
HughesLittle Investment Management
Vancouver,
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
-$8.37M |
| 2 |
VAM
Vontobel Asset Management
New York
|
-$5.74M |
| 3 |
BlackRock
New York
|
-$4.61M |
| 4 |
Morgan Stanley
New York
|
-$3.99M |
| 5 |
SC
Saturna Capital
Bellingham,
Washington
|
-$2.88M |
KOF Hedge Fund Activity: Q1 2014 in Review
102 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2014, worth a combined $1.27B — down 14% from $1.47B a quarter earlier.
Sellers outnumbered buyers: 22 funds closed out of KOF and 6 opened new positions — a net loss of 16 holders — while 32 trimmed existing stakes and 34 added.
The largest buyer was Goldman Sachs, adding an estimated $8M. The largest seller was Tweedy, Browne Co, cutting an estimated $8.37M.
- 102 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2014, down from 120 in Q4 2013.
- Funds reported $1.27B of Coca-Cola Femsa stock for Q1 2014, down 14% quarter-over-quarter.
- 6 funds opened new Coca-Cola Femsa positions in Q1 2014 and 22 closed out, a net change of -16 holders.
- The largest Coca-Cola Femsa buyer in Q1 2014 was Goldman Sachs, an estimated $8M added.
- The largest Coca-Cola Femsa seller in Q1 2014 was Tweedy, Browne Co, an estimated $8.37M sold.
Based on aggregated 13F filings for Q1 2014.