Coca-Cola Femsa
101 hedge funds and large institutions have $822M invested in Coca-Cola Femsa in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 31 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
1% more funds holding
Funds holding: 100 → 101 (+1)
3% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 31
0.03% more ownership
Funds ownership: 2.03% → 2.07% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
6% less capital invested
Capital invested by funds: $876M → $822M (-$54.1M)
71% less call options, than puts
Call options by funds: $407K | Put options by funds: $1.42M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
+$21.7M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.87M |
| 3 |
TCIM
TIAA CREF Investment Management
New York
|
+$7.7M |
| 4 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$5.22M |
| 5 |
GAM
Gotham Asset Management
New York
|
+$5.08M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$13.8M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
-$12.1M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$5.28M |
| 4 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$5.03M |
| 5 |
TL
Tirschwell & Loewy
New York
|
-$3.46M |
KOF Hedge Fund Activity: Q1 2015 in Review
101 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2015, worth a combined $822M — down 6.2% from $876M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new KOF positions and 11 closed out — a net gain of 3 holders — while 32 added to existing stakes and 31 trimmed.
The largest buyer was Schroder Investment Management Group, adding an estimated $21.7M. The largest seller was Invesco, cutting an estimated $13.8M.
- 101 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2015, up from 100 in Q4 2014.
- Funds reported $822M of Coca-Cola Femsa stock for Q1 2015, down 6.2% quarter-over-quarter.
- 14 funds opened new Coca-Cola Femsa positions in Q1 2015 and 11 closed out, a net change of +3 holders.
- The largest Coca-Cola Femsa buyer in Q1 2015 was Schroder Investment Management Group, an estimated $21.7M added.
- The largest Coca-Cola Femsa seller in Q1 2015 was Invesco, an estimated $13.8M sold.
Based on aggregated 13F filings for Q1 2015.