Coca-Cola Femsa
105 hedge funds and large institutions have $967M invested in Coca-Cola Femsa in 2017 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 32 reducing their positions, and 16 closing their positions.
87% more call options, than puts
Call options by funds: $515K | Put options by funds: $276K
0.03% less ownership
Funds ownership: 2.67% → 2.64% (-0.03%)
3% less funds holding
Funds holding: 108 → 105 (-3)
11% less capital invested
Capital invested by funds: $1.08B → $967M (-$117M)
13% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 16
13% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 32
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
+$11.4M |
| 2 |
AIM
ARGA Investment Management
Stamford,
Connecticut
|
+$7.98M |
| 3 |
Morgan Stanley
New York
|
+$4.81M |
| 4 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
+$3.86M |
| 5 |
Millennium Management
New York
|
+$3.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
-$18.8M |
| 2 |
CGI
Comgest Global Investors
Paris,
France
|
-$7.89M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$7.13M |
| 4 |
Russell Investments Group
London,
United Kingdom
|
-$5.69M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$4.08M |
KOF Hedge Fund Activity: Q4 2017 in Review
105 of the 4,419 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2017, worth a combined $967M — down 11% from $1.08B a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of KOF and 14 opened new positions — a net loss of 2 holders — while 32 trimmed existing stakes and 28 added.
The largest buyer was Burgundy Asset Management, adding an estimated $11.4M. The largest seller was Principal Financial Group, exiting entirely with an estimated $18.8M sold.
- 105 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2017, down from 108 in Q3 2017.
- Funds reported $967M of Coca-Cola Femsa stock for Q4 2017, down 11% quarter-over-quarter.
- 14 funds opened new Coca-Cola Femsa positions in Q4 2017 and 16 closed out, a net change of -2 holders.
- The largest Coca-Cola Femsa buyer in Q4 2017 was Burgundy Asset Management, an estimated $11.4M added.
- The largest Coca-Cola Femsa seller in Q4 2017 was Principal Financial Group, an estimated $18.8M sold.
Based on aggregated 13F filings for Q4 2017.