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Coca-Cola Femsa

104 hedge funds and large institutions have $809M invested in Coca-Cola Femsa in 2018 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 30 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

17% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 30

0.08% more ownership

Funds ownership: 2.63%2.71% (+0.08%)

4% less funds holding

Funds holding: 108104 (-4)

12% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 17

12% less capital invested

Capital invested by funds: $917M → $809M (-$108M)

61% less call options, than puts

Call options by funds: $1.35M | Put options by funds: $3.48M

Holders
104
Holders Change
-4
Holders Change %
-3.7%
% of All Funds
2.38%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
35
Reduced
30
Closed
17
Calls
$1.35M
Puts
$3.48M
Net Calls
-$2.13M
Net Calls Change
+$790K
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$351M
Macquarie Group
2
Macquarie Group
Australia
$125M +$8.05M +131,580 +6%
Renaissance Technologies
3
Renaissance Technologies
New York
$65.8M +$11.2M +182,300 +19%
BAM
4
Burgundy Asset Management
Ontario, Canada
$31.8M +$219K +3,587 +0.6%
II
5
INCA Investments
Florida
$30.7M +$27.9M +455,300 New
TBC
6
Tweedy, Browne Co
Connecticut
$29.4M
Millennium Management
7
Millennium Management
New York
$21.4M +$5.3M +86,558 +30%
CGI
8
Comgest Global Investors
France
$19.9M -$7.29M -119,200 -25%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$18.2M -$2.57M -42,017 -12%
AIM
10
ARGA Investment Management
Connecticut
$12.2M
PAM
11
Panagora Asset Management
Massachusetts
$10.3M -$1.9M -31,027 -15%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$7.5M +$1.39M +22,800 +21%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.24M -$756K -12,350 -10%
Morgan Stanley
14
Morgan Stanley
New York
$5.62M +$1.04M +16,920 +20%
Northern Trust
15
Northern Trust
Illinois
$5.07M +$535K +8,752 +11%
VAM
16
Vontobel Asset Management
New York
$4.92M +$391K +6,398 +8%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$4.88M +$267K +4,368 +5%
AG
18
Aperio Group
California
$3.28M -$290K -4,742 -8%
AQR Capital Management
19
AQR Capital Management
Connecticut
$3.23M -$3K -49 -0.1%
PPA
20
Parametric Portfolio Associates
Washington
$3.11M -$2.38M -38,924 -41%
Deutsche Bank
21
Deutsche Bank
Germany
$3.02M +$3.25M +53,197 +16,120%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$2.69M +$1.42M +23,171 +94%
DekaBank Deutsche Girozentrale
23
DekaBank Deutsche Girozentrale
Germany
$2.61M -$211K -3,450 -7%
Russell Investments Group
24
Russell Investments Group
United Kingdom
$2.46M -$1.8M -29,475 -40%
MCM
25
Moon Capital Management
New York
$2.18M +$2.36M +38,560 New

KOF Hedge Fund Activity: Q2 2018 in Review

104 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2018, worth a combined $809M — down 12% from $917M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of KOF and 15 opened new positions — a net loss of 2 holders — while 30 trimmed existing stakes and 35 added.

The largest buyer was INCA Investments, opening a new position worth an estimated $27.9M. The largest seller was Harding Loevner, cutting an estimated $14.7M.

  • 104 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2018, down from 108 in Q1 2018.
  • Funds reported $809M of Coca-Cola Femsa stock for Q2 2018, down 12% quarter-over-quarter.
  • 15 funds opened new Coca-Cola Femsa positions in Q2 2018 and 17 closed out, a net change of -2 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2018 was INCA Investments, an estimated $27.9M added.
  • The largest Coca-Cola Femsa seller in Q2 2018 was Harding Loevner, an estimated $14.7M sold.

Based on aggregated 13F filings for Q2 2018.