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Coca-Cola Femsa

108 hedge funds and large institutions have $1.08B invested in Coca-Cola Femsa in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 42 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 24

0.02% more ownership

Funds ownership: 2.65%2.67% (+0.02%)

4% less funds holding

Funds holding: 113108 (-5)

8% less capital invested

Capital invested by funds: $1.18B → $1.08B (-$93.8M)

38% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 13

45% less call options, than puts

Call options by funds: $282K | Put options by funds: $509K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
108
Holders Change
-5
Holders Change %
-4.42%
% of All Funds
2.69%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
8
Increased
42
Reduced
24
Closed
13
Calls
$282K
Puts
$509K
Net Calls
-$227K
Net Calls Change
+$652K
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$479M
Macquarie Group
2
Macquarie Group
Australia
$166M -$317K -3,800 -0.2%
Renaissance Technologies
3
Renaissance Technologies
New York
$71.5M +$2M +24,000 +3%
CGI
4
Comgest Global Investors
France
$45.1M -$1.04M -12,476 -2%
TBC
5
Tweedy, Browne Co
Connecticut
$40.1M
BAM
6
Burgundy Asset Management
Ontario, Canada
$30.9M +$415K +4,986 +1%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$29.4M -$600K -7,197 -2%
Principal Financial Group
8
Principal Financial Group
Iowa
$18.8M +$2.58M +30,975 +15%
HL
9
Harding Loevner
New Jersey
$18.7M
PAM
10
Panagora Asset Management
Massachusetts
$15.4M +$1.41M +16,900 +9%
Russell Investments Group
11
Russell Investments Group
United Kingdom
$12.9M +$7.16M +85,893 +106%
Millennium Management
12
Millennium Management
New York
$9.91M +$7.13M +85,532 +199%
DekaBank Deutsche Girozentrale
13
DekaBank Deutsche Girozentrale
Germany
$9.68M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$9.4M -$538K -6,455 -5%
AIM
15
ARGA Investment Management
Connecticut
$7.81M
Fidelity Investments
16
Fidelity Investments
Massachusetts
$7.13M
HIM
17
HughesLittle Investment Management
$6.97M
Northern Trust
18
Northern Trust
Illinois
$6.74M +$306K +3,673 +4%
AQR Capital Management
19
AQR Capital Management
Connecticut
$6.42M +$1.91M +22,904 +38%
VAM
20
Vontobel Asset Management
New York
$6.22M +$383K +4,601 +6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.59M +$225K +2,702 +4%
Morgan Stanley
22
Morgan Stanley
New York
$5.34M +$1.2M +14,403 +26%
AG
23
Aperio Group
California
$5.18M +$691K +8,294 +14%
Victory Capital Management
24
Victory Capital Management
Texas
$4.08M
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$3.91M -$3.26M -39,150 -44%

KOF Hedge Fund Activity: Q3 2017 in Review

108 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2017, worth a combined $1.08B — down 8% from $1.18B a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of KOF and 8 opened new positions — a net loss of 5 holders — while 24 trimmed existing stakes and 42 added.

The largest buyer was Russell Investments Group, adding an estimated $7.16M. The largest seller was Bank of America, cutting an estimated $6.93M.

  • 108 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2017, down from 113 in Q2 2017.
  • Funds reported $1.08B of Coca-Cola Femsa stock for Q3 2017, down 8% quarter-over-quarter.
  • 8 funds opened new Coca-Cola Femsa positions in Q3 2017 and 13 closed out, a net change of -5 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2017 was Russell Investments Group, an estimated $7.16M added.
  • The largest Coca-Cola Femsa seller in Q3 2017 was Bank of America, an estimated $6.93M sold.

Based on aggregated 13F filings for Q3 2017.