We are live on ! Find out more
KOF icon

Coca-Cola Femsa

113 hedge funds and large institutions have $973M invested in Coca-Cola Femsa in 2016 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

90% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 21

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

8% more funds holding

Funds holding: 105113 (+8)

4% more capital invested

Capital invested by funds: $938M → $973M (+$35.4M)

0.11% more ownership

Funds ownership: 2.25%2.36% (+0.11%)

64% less call options, than puts

Call options by funds: $415K | Put options by funds: $1.16M

Holders
113
Holders Change
+8
Holders Change %
+7.62%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
20
Increased
40
Reduced
21
Closed
12
Calls
$415K
Puts
$1.16M
Net Calls
-$747K
Net Calls Change
-$415K
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
$69.9M +$6.73M +82,400 +11%
TBC
3
Tweedy, Browne Co
Connecticut
$43.1M
CGI
4
Comgest Global Investors
France
$41.6M +$5.65M +69,163 +16%
VAM
5
Vontobel Asset Management
New York
$38.9M +$9.38M +114,738 +32%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$38.6M -$1.9M -23,248 -5%
Arrowstreet Capital
7
Arrowstreet Capital
Massachusetts
$29.8M +$15.5M +190,267 +112%
BAM
8
Burgundy Asset Management
Ontario, Canada
$28.7M +$5.08M +62,164 +22%
HL
9
Harding Loevner
New Jersey
$20M
Bank of New York Mellon
10
Bank of New York Mellon
New York
$14.4M +$194K +2,371 +1%
PAM
11
Panagora Asset Management
Massachusetts
$10.8M +$3.54M +43,356 +50%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$8.38M +$1.63M +20,000 +25%
HIM
13
HughesLittle Investment Management
$7.72M +$343K +4,200 +5%
DekaBank Deutsche Girozentrale
14
DekaBank Deutsche Girozentrale
Germany
$7.55M +$6.32M +77,300 +504%
Deutsche Bank
15
Deutsche Bank
Germany
$6.59M +$1.21M +14,866 +23%
AIM
16
ARGA Investment Management
Connecticut
$5.71M
APG Asset Management
17
APG Asset Management
Netherlands
$4.89M
BIT
18
BlackRock Institutional Trust
California
$4.7M +$4.63M +56,707 New
OAM
19
Oxford Asset Management
United Kingdom
$3.93M -$495K -6,061 -11%
PPA
20
Parametric Portfolio Associates
Washington
$3.9M +$542K +6,627 +16%
Northern Trust
21
Northern Trust
Illinois
$3.64M -$1.22M -14,924 -25%
Morgan Stanley
22
Morgan Stanley
New York
$3.56M +$24.8K +304 +0.7%
Millennium Management
23
Millennium Management
New York
$3.16M +$1.93M +23,665 +164%
EAM
24
Edge Asset Management
Washington
$3.15M +$2.1M +25,735 +210%
AG
25
Aperio Group
California
$2.97M +$279K +3,411 +11%

KOF Hedge Fund Activity: Q2 2016 in Review

113 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2016, worth a combined $973M — up 3.8% from $938M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new KOF positions and 12 closed out — a net gain of 8 holders — while 40 added to existing stakes and 21 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $15.5M. The largest seller was Lombard Odier Asset Management (Switzerland), exiting entirely with an estimated $12.5M sold.

  • 113 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2016, up from 105 in Q1 2016.
  • Funds reported $973M of Coca-Cola Femsa stock for Q2 2016, up 3.8% quarter-over-quarter.
  • 20 funds opened new Coca-Cola Femsa positions in Q2 2016 and 12 closed out, a net change of +8 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2016 was Arrowstreet Capital, an estimated $15.5M added.
  • The largest Coca-Cola Femsa seller in Q2 2016 was Lombard Odier Asset Management (Switzerland), an estimated $12.5M sold.

Based on aggregated 13F filings for Q2 2016.