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Coca-Cola Femsa

107 hedge funds and large institutions have $1.04B invested in Coca-Cola Femsa in 2017 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

25% more capital invested

Capital invested by funds: $831M → $1.04B (+$212M)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

0.29% more ownership

Funds ownership: 2.63%2.92% (+0.29%)

1% less funds holding

Funds holding: 108107 (-1)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

86% less call options, than puts

Call options by funds: $381K | Put options by funds: $2.66M

Holders
107
Holders Change
-1
Holders Change %
-0.93%
% of All Funds
2.66%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
19
Increased
33
Reduced
25
Closed
16
Calls
$381K
Puts
$2.66M
Net Calls
-$2.28M
Net Calls Change
-$7.56M
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$446M
Macquarie Group
2
Macquarie Group
Australia
$143M +$71.3M +1,087,672 +120%
Credit Agricole
3
Credit Agricole
France
$66.3M +$60.7M +925,000 New
Renaissance Technologies
4
Renaissance Technologies
New York
$66M +$216K +3,300 +0.4%
CGI
5
Comgest Global Investors
France
$44.9M -$634K -9,668 -2%
TBC
6
Tweedy, Browne Co
Connecticut
$37.3M
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$29.4M -$856K -13,050 -3%
BAM
8
Burgundy Asset Management
Ontario, Canada
$28M +$452K +6,892 +2%
HL
9
Harding Loevner
New Jersey
$17.4M +$21K +320 +0.1%
Russell Investments Group
10
Russell Investments Group
United Kingdom
$12.6M +$7.9M +120,518 +218%
PAM
11
Panagora Asset Management
Massachusetts
$12.5M +$1.13M +17,193 +11%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$9.82M -$2.55M -38,831 -22%
DekaBank Deutsche Girozentrale
13
DekaBank Deutsche Girozentrale
Germany
$7.49M +$682K +10,400 +11%
AIM
14
ARGA Investment Management
Connecticut
$7.26M +$1.46M +22,200 +28%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$6.62M
HIM
16
HughesLittle Investment Management
$6.48M
Northern Trust
17
Northern Trust
Illinois
$5.7M +$1.53M +23,269 +41%
Millennium Management
18
Millennium Management
New York
$5.5M -$1.9M -28,928 -27%
JP Morgan Chase
19
JP Morgan Chase
New York
$5.44M +$3.81M +58,138 +328%
Morgan Stanley
20
Morgan Stanley
New York
$5.33M +$1.59M +24,307 +49%
VAM
21
Vontobel Asset Management
New York
$5.29M -$48.5M -740,125 -91%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$5.2M +$1.44M +21,940 +43%
Bank of America
23
Bank of America
North Carolina
$5.04M +$3.49M +53,245 +313%
PPA
24
Parametric Portfolio Associates
Washington
$4.94M +$826K +12,601 +22%
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$4.15M +$2.8M +42,751 +284%

KOF Hedge Fund Activity: Q1 2017 in Review

107 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2017, worth a combined $1.04B — up 25% from $831M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new KOF positions and 16 closed out — a net gain of 3 holders — while 33 added to existing stakes and 25 trimmed.

The largest buyer was Macquarie Group, adding an estimated $71.3M. The largest seller was Vontobel Asset Management, cutting an estimated $48.5M.

  • 107 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2017, down from 108 in Q4 2016.
  • Funds reported $1.04B of Coca-Cola Femsa stock for Q1 2017, up 25% quarter-over-quarter.
  • 19 funds opened new Coca-Cola Femsa positions in Q1 2017 and 16 closed out, a net change of +3 holders.
  • The largest Coca-Cola Femsa buyer in Q1 2017 was Macquarie Group, an estimated $71.3M added.
  • The largest Coca-Cola Femsa seller in Q1 2017 was Vontobel Asset Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q1 2017.