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Coca-Cola Femsa

108 hedge funds and large institutions have $831M invested in Coca-Cola Femsa in 2016 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 37 increasing their positions, 24 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

390% more call options, than puts

Call options by funds: $6.63M | Put options by funds: $1.35M

54% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 24

0.23% more ownership

Funds ownership: 2.4%2.63% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 23

2% less funds holding

Funds holding: 110108 (-2)

7% less capital invested

Capital invested by funds: $893M → $831M (-$62.6M)

Holders
108
Holders Change
-2
Holders Change %
-1.82%
% of All Funds
2.7%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
22
Increased
37
Reduced
24
Closed
23
Calls
$6.63M
Puts
$1.35M
Net Calls
+$5.28M
Net Calls Change
+$5.67M
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$395M
Renaissance Technologies
2
Renaissance Technologies
New York
$58.3M +$2.25M +32,200 +4%
Macquarie Group
3
Macquarie Group
Australia
$57.6M +$63.3M +906,454 New
VAM
4
Vontobel Asset Management
New York
$51.7M +$14.5M +207,234 +34%
CGI
5
Comgest Global Investors
France
$40.4M +$4.79M +68,600 +12%
TBC
6
Tweedy, Browne Co
Connecticut
$33M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$26.9M -$1.96M -28,000 -6%
BAM
8
Burgundy Asset Management
Ontario, Canada
$24.4M +$1.49M +21,339 +6%
HL
9
Harding Loevner
New Jersey
$15.4M +$65K +930 +0.4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$11.2M +$148K +2,123 +1%
PAM
11
Panagora Asset Management
Massachusetts
$9.95M +$189K +2,707 +2%
Millennium Management
12
Millennium Management
New York
$6.71M +$3.2M +45,843 +77%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$5.87M -$671K -9,600 -9%
DekaBank Deutsche Girozentrale
14
DekaBank Deutsche Girozentrale
Germany
$5.87M +$14K +200 +0.2%
HIM
15
HughesLittle Investment Management
$5.74M +$213K +3,050 +3%
WBC
16
Westpac Banking Corp
Australia
$5.39M +$5.92M +84,794 New
AIM
17
ARGA Investment Management
Connecticut
$5.03M +$175K +2,500 +3%
AQR Capital Management
18
AQR Capital Management
Connecticut
$4.04M +$1.7M +24,376 +62%
PPA
19
Parametric Portfolio Associates
Washington
$3.58M +$2.66M +38,065 +209%
Northern Trust
20
Northern Trust
Illinois
$3.58M +$665K +9,514 +20%
Russell Investments Group
21
Russell Investments Group
United Kingdom
$3.56M +$3.86M +55,251 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$3.21M +$384K +5,495 +12%
Morgan Stanley
23
Morgan Stanley
New York
$3.18M +$396K +5,668 +13%
AG
24
Aperio Group
California
$3.12M +$684K +9,794 +25%
Deutsche Bank
25
Deutsche Bank
Germany
$3.03M -$1.12M -15,981 -25%

KOF Hedge Fund Activity: Q4 2016 in Review

108 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2016, worth a combined $831M — down 7% from $893M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of KOF and 22 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 37 added.

The largest buyer was Macquarie Group, opening a new position worth an estimated $63.3M. The largest seller was Arrowstreet Capital, exiting entirely with an estimated $11.9M sold.

  • 108 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2016, down from 110 in Q3 2016.
  • Funds reported $831M of Coca-Cola Femsa stock for Q4 2016, down 7% quarter-over-quarter.
  • 22 funds opened new Coca-Cola Femsa positions in Q4 2016 and 23 closed out, a net change of -1 holder.
  • The largest Coca-Cola Femsa buyer in Q4 2016 was Macquarie Group, an estimated $63.3M added.
  • The largest Coca-Cola Femsa seller in Q4 2016 was Arrowstreet Capital, an estimated $11.9M sold.

Based on aggregated 13F filings for Q4 2016.