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Coca-Cola Femsa

99 hedge funds and large institutions have $885M invested in Coca-Cola Femsa in 2018 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 25 increasing their positions, 32 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

9% more capital invested

Capital invested by funds: $809M → $885M (+$76M)

0.04% more ownership

Funds ownership: 2.71%2.75% (+0.04%)

5% less funds holding

Funds holding: 10499 (-5)

22% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 32

25% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 20

77% less call options, than puts

Call options by funds: $717K | Put options by funds: $3.09M

Holders
99
Holders Change
-5
Holders Change %
-4.81%
% of All Funds
2.26%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
15
Increased
25
Reduced
32
Closed
20
Calls
$717K
Puts
$3.09M
Net Calls
-$2.37M
Net Calls Change
-$242K
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$381M
Macquarie Group
2
Macquarie Group
Australia
$140M +$3.76M +61,678 +3%
Renaissance Technologies
3
Renaissance Technologies
New York
$72.9M +$1.54M +25,282 +2%
BAM
4
Burgundy Asset Management
Ontario, Canada
$38.5M +$3.93M +64,548 +11%
II
5
INCA Investments
Florida
$38.3M +$10.3M +169,900 +37%
TBC
6
Tweedy, Browne Co
Connecticut
$31.9M
AIM
7
ARGA Investment Management
Connecticut
$27.7M +$14.4M +236,648 +110%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$20.7M +$906K +14,885 +5%
Millennium Management
9
Millennium Management
New York
$13.1M -$10.1M -165,978 -44%
PAM
10
Panagora Asset Management
Massachusetts
$8.59M -$2.55M -41,840 -23%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$8.44M +$298K +4,901 +4%
OTPPB
12
Ontario Teachers' Pension Plan Board
Ontario, Canada
$7.96M +$7.92M +130,000 New
Northern Trust
13
Northern Trust
Illinois
$6.96M +$1.45M +23,765 +26%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$6.68M -$85.6K -1,405 -1%
PPA
15
Parametric Portfolio Associates
Washington
$6.56M +$3.17M +52,070 +94%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6.33M +$1.03M +16,910 +20%
NCM
17
Newfoundland Capital Management
Brazil
$6.22M +$6.19M +101,627 New
VAM
18
Vontobel Asset Management
New York
$5.58M +$250K +4,103 +5%
Morgan Stanley
19
Morgan Stanley
New York
$4.56M -$1.53M -25,179 -25%
AG
20
Aperio Group
California
$3.28M -$279K -4,580 -8%
MCM
21
Moon Capital Management
New York
$2.76M +$398K +6,540 +17%
AQR Capital Management
22
AQR Capital Management
Connecticut
$2.7M -$808K -13,272 -23%
Russell Investments Group
23
Russell Investments Group
United Kingdom
$2.67M
JP Morgan Chase
24
JP Morgan Chase
New York
$2.39M +$1.1M +18,034 +86%
FGP
25
Foyston, Gordon, & Payne
Ontario, Canada
$2.24M +$56.5K +928 +3%

KOF Hedge Fund Activity: Q3 2018 in Review

99 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2018, worth a combined $885M — up 9.4% from $809M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of KOF and 15 opened new positions — a net loss of 5 holders — while 32 trimmed existing stakes and 25 added.

The largest buyer was ARGA Investment Management, adding an estimated $14.4M. The largest seller was Comgest Global Investors, exiting entirely with an estimated $19.9M sold.

  • 99 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2018, down from 104 in Q2 2018.
  • Funds reported $885M of Coca-Cola Femsa stock for Q3 2018, up 9.4% quarter-over-quarter.
  • 15 funds opened new Coca-Cola Femsa positions in Q3 2018 and 20 closed out, a net change of -5 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2018 was ARGA Investment Management, an estimated $14.4M added.
  • The largest Coca-Cola Femsa seller in Q3 2018 was Comgest Global Investors, an estimated $19.9M sold.

Based on aggregated 13F filings for Q3 2018.