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Coca-Cola Femsa

105 hedge funds and large institutions have $938M invested in Coca-Cola Femsa in 2016 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 28 increasing their positions, 34 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

21% more capital invested

Capital invested by funds: $772M → $938M (+$166M)

4% more funds holding

Funds holding: 101105 (+4)

0.06% more ownership

Funds ownership: 2.19%2.25% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

18% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 34

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $332K

Holders
105
Holders Change
+4
Holders Change %
+3.96%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
13
Increased
28
Reduced
34
Closed
8
Calls
Puts
$332K
Net Calls
-$332K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$516M
Renaissance Technologies
2
Renaissance Technologies
New York
$63.1M +$3.6M +49,800 +7%
TBC
3
Tweedy, Browne Co
Connecticut
$43.2M
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$40.6M +$1.44M +19,921 +4%
VAM
5
Vontobel Asset Management
New York
$38.1M -$2.44M -33,783 -9%
CGI
6
Comgest Global Investors
France
$35.9M +$19.3M +266,309 +160%
BAM
7
Burgundy Asset Management
Ontario, Canada
$23.5M -$22.5K -311 -0.1%
HL
8
Harding Loevner
New Jersey
$20M -$4.69M -64,900 -21%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$14.2M -$1.03M -14,255 -8%
Arrowstreet Capital
10
Arrowstreet Capital
Massachusetts
$14.1M +$10.1M +139,456 +468%
LOAMS
11
Lombard Odier Asset Management (Switzerland)
Switzerland
$12.5M +$1.74M +24,000 +19%
HIM
12
HughesLittle Investment Management
$7.38M
PAM
13
Panagora Asset Management
Massachusetts
$7.26M +$1.56M +21,637 +33%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$6.73M
TCIM
15
TIAA CREF Investment Management
New York
$6.69M -$894K -12,360 -13%
AIM
16
ARGA Investment Management
Connecticut
$5.71M -$137K -1,900 -3%
Deutsche Bank
17
Deutsche Bank
Germany
$5.36M +$2.01M +27,738 +75%
APG Asset Management
18
APG Asset Management
Netherlands
$4.9M +$412K +5,700 +11%
Northern Trust
19
Northern Trust
Illinois
$4.81M +$222K +3,076 +6%
OAM
20
Oxford Asset Management
United Kingdom
$4.43M -$157K -2,167 -4%
Morgan Stanley
21
Morgan Stanley
New York
$3.53M -$1.78M -24,680 -37%
PPA
22
Parametric Portfolio Associates
Washington
$3.35M +$86.4K +1,195 +3%
AQR Capital Management
23
AQR Capital Management
Connecticut
$3.11M +$361K +4,985 +15%
GAM
24
Gotham Asset Management
New York
$3.1M -$3.04K -42 -0.1%
AG
25
Aperio Group
California
$2.69M -$548K -7,573 -19%

KOF Hedge Fund Activity: Q1 2016 in Review

105 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2016, worth a combined $938M — up 21% from $772M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new KOF positions and 8 closed out — a net gain of 5 holders — while 28 added to existing stakes and 34 trimmed.

The largest buyer was Comgest Global Investors, adding an estimated $19.3M. The largest seller was DekaBank Deutsche Girozentrale, cutting an estimated $5.35M.

  • 105 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2016, up from 101 in Q4 2015.
  • Funds reported $938M of Coca-Cola Femsa stock for Q1 2016, up 21% quarter-over-quarter.
  • 13 funds opened new Coca-Cola Femsa positions in Q1 2016 and 8 closed out, a net change of +5 holders.
  • The largest Coca-Cola Femsa buyer in Q1 2016 was Comgest Global Investors, an estimated $19.3M added.
  • The largest Coca-Cola Femsa seller in Q1 2016 was DekaBank Deutsche Girozentrale, an estimated $5.35M sold.

Based on aggregated 13F filings for Q1 2016.