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Coca-Cola Femsa

106 hedge funds and large institutions have $910M invested in Coca-Cola Femsa in 2018 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 13

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

7% more funds holding

Funds holding: 99106 (+7)

3% more capital invested

Capital invested by funds: $885M → $910M (+$24.7M)

0.1% more ownership

Funds ownership: 2.75%2.85% (+0.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.05M

Holders
106
Holders Change
+7
Holders Change %
+7.07%
% of All Funds
2.36%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
21
Increased
33
Reduced
26
Closed
13
Calls
Puts
$3.05M
Net Calls
-$3.05M
Net Calls Change
-$679K
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$378M
Macquarie Group
2
Macquarie Group
Australia
$142M +$3.4M +56,100 +2%
Renaissance Technologies
3
Renaissance Technologies
New York
$75.1M +$2.64M +43,618 +4%
II
4
INCA Investments
Florida
$68.2M +$30M +495,332 +79%
BAM
5
Burgundy Asset Management
Ontario, Canada
$38.8M +$613K +10,120 +2%
TBC
6
Tweedy, Browne Co
Connecticut
$31.6M
AIM
7
ARGA Investment Management
Connecticut
$28.9M +$1.34M +22,175 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$18.6M -$1.92M -31,647 -9%
Millennium Management
9
Millennium Management
New York
$15.9M +$2.9M +47,878 +22%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$8.38M -$61 -1 -0%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$7.09M +$447K +7,379 +7%
PPA
12
Parametric Portfolio Associates
Washington
$6.99M +$470K +7,763 +7%
Northern Trust
13
Northern Trust
Illinois
$6.43M -$487K -8,036 -7%
Morgan Stanley
14
Morgan Stanley
New York
$6.31M +$1.77M +29,216 +39%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$6.18M -$105K -1,727 -2%
PAM
16
Panagora Asset Management
Massachusetts
$5.9M -$2.62M -43,284 -31%
SC
17
Sagil Capital
United Kingdom
$5.87M +$5.84M +96,399 New
VAM
18
Vontobel Asset Management
New York
$5.75M +$202K +3,338 +4%
MCM
19
Moon Capital Management
New York
$4.27M +$1.52M +25,104 +56%
DekaBank Deutsche Girozentrale
20
DekaBank Deutsche Girozentrale
Germany
$3.08M +$1.04M +17,220 +51%
AG
21
Aperio Group
California
$2.99M -$269K -4,450 -8%
OAM
22
Oxford Asset Management
United Kingdom
$2.56M +$2.55M +42,157 New
AQR Capital Management
23
AQR Capital Management
Connecticut
$2.49M -$191K -3,155 -7%
Deutsche Bank
24
Deutsche Bank
Germany
$2.47M +$1.2M +19,742 +95%
FGP
25
Foyston, Gordon, & Payne
Ontario, Canada
$2.16M -$67K -1,107 -3%

KOF Hedge Fund Activity: Q4 2018 in Review

106 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2018, worth a combined $910M — up 2.8% from $885M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new KOF positions and 13 closed out — a net gain of 8 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was INCA Investments, adding an estimated $30M. The largest seller was Ontario Teachers' Pension Plan Board, exiting entirely with an estimated $7.96M sold.

  • 106 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2018, up from 99 in Q3 2018.
  • Funds reported $910M of Coca-Cola Femsa stock for Q4 2018, up 2.8% quarter-over-quarter.
  • 21 funds opened new Coca-Cola Femsa positions in Q4 2018 and 13 closed out, a net change of +8 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2018 was INCA Investments, an estimated $30M added.
  • The largest Coca-Cola Femsa seller in Q4 2018 was Ontario Teachers' Pension Plan Board, an estimated $7.96M sold.

Based on aggregated 13F filings for Q4 2018.