Coca-Cola Femsa
108 hedge funds and large institutions have $917M invested in Coca-Cola Femsa in 2018 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 11 closing their positions.
27% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 11
3% more funds holding
Funds holding: 105 → 108 (+3)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.01% less ownership
Funds ownership: 2.64% → 2.63% (-0.01%)
5% less capital invested
Capital invested by funds: $967M → $917M (-$49.8M)
15% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 33
86% less call options, than puts
Call options by funds: $458K | Put options by funds: $3.38M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$7.85M |
| 2 |
Millennium Management
New York
|
+$7.84M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.75M |
| 4 |
Renaissance Technologies
New York
|
+$1.64M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$5.2M |
| 2 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$4.65M |
| 3 |
Morgan Stanley
New York
|
-$3.94M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$2.94M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$1.93M |
KOF Hedge Fund Activity: Q1 2018 in Review
108 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2018, worth a combined $917M — down 5.2% from $967M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new KOF positions and 11 closed out — a net gain of 3 holders — while 28 added to existing stakes and 33 trimmed.
The largest buyer was Fidelity Investments, opening a new position worth an estimated $7.85M. The largest seller was Grantham, Mayo, Van Otterloo & Co (GMO), cutting an estimated $5.2M.
- 108 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2018, up from 105 in Q4 2017.
- Funds reported $917M of Coca-Cola Femsa stock for Q1 2018, down 5.2% quarter-over-quarter.
- 14 funds opened new Coca-Cola Femsa positions in Q1 2018 and 11 closed out, a net change of +3 holders.
- The largest Coca-Cola Femsa buyer in Q1 2018 was Fidelity Investments, an estimated $7.85M added.
- The largest Coca-Cola Femsa seller in Q1 2018 was Grantham, Mayo, Van Otterloo & Co (GMO), an estimated $5.2M sold.
Based on aggregated 13F filings for Q1 2018.