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Coca-Cola Femsa
KOF

105 hedge funds and large institutions have $731M invested in Coca-Cola Femsa in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

30% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 27

15% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 13

2% more funds holding

Funds holding: 103 → 105 (+2)

0.09% more ownership

Funds ownership: 2.03% → 2.12% (+0.09%)

9% less capital invested

Capital invested by funds: $801M → $731M (-$70.3M)

100% less call options, than puts

Call options by funds: $2K | Put options by funds: $10.2M

Holders
105
Holders Change
+2
Holders Change %
+1.94%
% of All Funds
2.93%
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
35
Reduced
27
Closed
13
Calls
$2K
Puts
$10.2M
Net Calls
-$10.2M
Net Calls Change
-$5.01M

Top Buyers

1
HL
Harding Loevner
New Jersey
+$14.2M
2
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$5.43M
3
Bank of America
Bank of America
North Carolina
+$4.53M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$4.33M
5
PG
PEAK6 Group
Illinois
+$3.76M

Top Sellers

1
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
-$3.19M
2
TAM
Todd Asset Management
Kentucky
-$3.19M
3
Deutsche Bank
Deutsche Bank
Germany
-$2.89M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.35M
5
WI
WBI Investments
New Jersey
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$431M – – –
Renaissance Technologies
2
Renaissance Technologies
New York
$45.7M +$1.79M +24,400 +4%
TBC
3
Tweedy, Browne Co
Connecticut
$36.1M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$29.8M +$4.33M +59,047 +16%
VAM
5
Vontobel Asset Management
New York
$27.3M +$48.9K +666 +0.2%
BAM
6
Burgundy Asset Management
Ontario, Canada
$19.3M +$2.35M +31,958 +13%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$14.9M -$2.35M -31,988 -13%
HL
8
Harding Loevner
New Jersey
$13.4M +$14.2M +193,341 New
HIM
9
HughesLittle Investment Management
$6.86M +$294K +4,000 +4%
TCIM
10
TIAA CREF Investment Management
New York
$6.45M – – –
DekaBank Deutsche Girozentrale
11
DekaBank Deutsche Girozentrale
Germany
$6.18M +$5.43M +74,000 +489%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$5.63M -$440K -6,000 -7%
Morgan Stanley
13
Morgan Stanley
New York
$5.32M +$2.06M +28,074 +58%
Bank of America
14
Bank of America
North Carolina
$4.94M +$4.53M +61,745 +654%
AIM
15
ARGA Investment Management
Connecticut
$4.9M +$1.87M +25,500 +56%
Northern Trust
16
Northern Trust
Illinois
$4.02M +$1.1M +14,997 +35%
APG Asset Management
17
APG Asset Management
Netherlands
$3.69M +$227K +3,100 +6%
PAM
18
Panagora Asset Management
Massachusetts
$3.63M +$1.23M +16,724 +47%
AQR Capital Management
19
AQR Capital Management
Connecticut
$3.59M +$71.6K +976 +2%
PG
20
PEAK6 Group
Illinois
$3.56M +$3.76M +51,259 New
OAM
21
Oxford Asset Management
United Kingdom
$3.39M +$1.01M +13,744 +39%
GAM
22
Gotham Asset Management
New York
$2.6M -$1.52M -20,697 -36%
PPA
23
Parametric Portfolio Associates
Washington
$2.48M -$220K -2,998 -8%
AG
24
Aperio Group
California
$2.37M -$133K -1,812 -5%
Millennium Management
25
Millennium Management
New York
$2.31M +$1.09M +14,826 +80%
1
2 3 4 5

KOF Hedge Fund Activity: Q3 2015 in Review

105 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2015, worth a combined $731M — down 8.8% from $801M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new KOF positions and 13 closed out — a net gain of 2 holders — while 35 added to existing stakes and 27 trimmed.

The largest buyer was Harding Loevner, opening a new position worth an estimated $14.2M. The largest seller was Teachers Retirement System of the State of Kentucky, exiting entirely with an estimated $3.19M sold.

  • 105 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2015, up from 103 in Q2 2015.
  • Funds reported $731M of Coca-Cola Femsa stock for Q3 2015, down 8.8% quarter-over-quarter.
  • 15 funds opened new Coca-Cola Femsa positions in Q3 2015 and 13 closed out, a net change of +2 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2015 was Harding Loevner, an estimated $14.2M added.
  • The largest Coca-Cola Femsa seller in Q3 2015 was Teachers Retirement System of the State of Kentucky, an estimated $3.19M sold.

Based on aggregated 13F filings for Q3 2015.