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Coca-Cola Femsa
KOF

101 hedge funds and large institutions have $772M invested in Coca-Cola Femsa in 2015 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 32 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

19% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 27

6% more capital invested

Capital invested by funds: $731M → $772M (+$41.2M)

0.07% more ownership

Funds ownership: 2.12% → 2.19% (+0.07%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less funds holding

Funds holding: 105 → 101 (-4)

31% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 13

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $333K

Holders
101
Holders Change
-4
Holders Change %
-3.81%
% of All Funds
2.65%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
9
Increased
32
Reduced
27
Closed
13
Calls
–
Puts
$333K
Net Calls
-$333K
Net Calls Change
+$9.82M

Top Buyers

1
CGI
Comgest Global Investors
France
+$12.3M
2
LOAMS
Lombard Odier Asset Management (Switzerland)
Switzerland
+$9.35M
3
HL
Harding Loevner
New Jersey
+$8.36M
4
Renaissance Technologies
Renaissance Technologies
New York
+$3.84M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.91M

Top Sellers

1
PG
PEAK6 Group
Illinois
-$3.59M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$2.15M
3
Bank of America
Bank of America
North Carolina
-$2.03M
4
Goldman Sachs
Goldman Sachs
New York
-$1.72M
5
FIM
Freedom Investment Management
Connecticut
-$1.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$440M – – –
Renaissance Technologies
2
Renaissance Technologies
New York
$50.3M +$3.84M +51,700 +8%
TBC
3
Tweedy, Browne Co
Connecticut
$36.8M – – –
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$33.2M +$2.91M +39,228 +9%
VAM
5
Vontobel Asset Management
New York
$28.5M +$488K +6,572 +2%
HL
6
Harding Loevner
New Jersey
$21.7M +$8.36M +112,669 +58%
BAM
7
Burgundy Asset Management
Ontario, Canada
$20.1M +$450K +6,065 +2%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$13.1M -$2.15M -29,001 -14%
CGI
9
Comgest Global Investors
France
$11.8M +$12.3M +166,198 New
LOAMS
10
Lombard Odier Asset Management (Switzerland)
Switzerland
$8.92M +$9.35M +126,000 New
TCIM
11
TIAA CREF Investment Management
New York
$6.58M – – –
DekaBank Deutsche Girozentrale
12
DekaBank Deutsche Girozentrale
Germany
$6.32M +$14.8K +200 +0.2%
HIM
13
HughesLittle Investment Management
$6.29M -$742K -10,000 -10%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$5.74M – – –
AIM
15
ARGA Investment Management
Connecticut
$5.01M – – –
Morgan Stanley
16
Morgan Stanley
New York
$4.76M -$704K -9,482 -12%
PAM
17
Panagora Asset Management
Massachusetts
$4.66M +$1M +13,510 +26%
Northern Trust
18
Northern Trust
Illinois
$3.94M -$164K -2,204 -4%
OAM
19
Oxford Asset Management
United Kingdom
$3.94M +$498K +6,704 +14%
APG Asset Management
20
APG Asset Management
Netherlands
$3.77M – – –
Bank of America
21
Bank of America
North Carolina
$3.1M -$2.03M -27,343 -38%
AG
22
Aperio Group
California
$2.83M +$424K +5,715 +17%
PPA
23
Parametric Portfolio Associates
Washington
$2.78M +$261K +3,518 +10%
GAM
24
Gotham Asset Management
New York
$2.65M -$74 -1 -0%
Deutsche Bank
25
Deutsche Bank
Germany
$2.6M +$1.83M +24,600 +202%
1
2 3 4 5

KOF Hedge Fund Activity: Q4 2015 in Review

101 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2015, worth a combined $772M — up 5.6% from $731M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of KOF and 9 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 32 added.

The largest buyer was Comgest Global Investors, opening a new position worth an estimated $12.3M. The largest seller was PEAK6 Group, cutting an estimated $3.59M.

  • 101 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2015, down from 105 in Q3 2015.
  • Funds reported $772M of Coca-Cola Femsa stock for Q4 2015, up 5.6% quarter-over-quarter.
  • 9 funds opened new Coca-Cola Femsa positions in Q4 2015 and 13 closed out, a net change of -4 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2015 was Comgest Global Investors, an estimated $12.3M added.
  • The largest Coca-Cola Femsa seller in Q4 2015 was PEAK6 Group, an estimated $3.59M sold.

Based on aggregated 13F filings for Q4 2015.