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Coca-Cola Femsa

114 hedge funds and large institutions have $993M invested in Coca-Cola Femsa in 2019 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

32% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 25

9% more capital invested

Capital invested by funds: $910M → $993M (+$83.9M)

8% more funds holding

Funds holding: 106114 (+8)

0.02% more ownership

Funds ownership: 2.85%2.87% (+0.02%)

78% less call options, than puts

Call options by funds: $937K | Put options by funds: $4.26M

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
2.47%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.06%
New
22
Increased
33
Reduced
25
Closed
12
Calls
$937K
Puts
$4.26M
Net Calls
-$3.32M
Net Calls Change
-$273K
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$410M
Macquarie Group
2
Macquarie Group
Australia
$151M -$3.21M -51,153 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$86.8M +$5.03M +80,300 +7%
II
4
INCA Investments
Florida
$56.1M -$16.9M -270,220 -24%
BAM
5
Burgundy Asset Management
Ontario, Canada
$42.3M +$176K +2,812 +0.4%
AIM
6
ARGA Investment Management
Connecticut
$35.5M +$3.96M +63,169 +13%
TBC
7
Tweedy, Browne Co
Connecticut
$34.3M
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$21.8M +$1.57M +24,991 +8%
Millennium Management
9
Millennium Management
New York
$19.2M +$1.83M +29,132 +11%
Morgan Stanley
10
Morgan Stanley
New York
$10.7M +$3.63M +57,844 +56%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$9.45M +$332K +5,300 +4%
Northern Trust
12
Northern Trust
Illinois
$8.93M +$1.86M +29,689 +28%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$8.27M +$554K +8,840 +8%
PPA
14
Parametric Portfolio Associates
Washington
$7.84M +$245K +3,912 +3%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.25M +$513K +8,184 +8%
VAM
16
Vontobel Asset Management
New York
$6.24M
PAM
17
Panagora Asset Management
Massachusetts
$5.89M -$485K -7,739 -8%
SC
18
Sagil Capital
United Kingdom
$4.7M -$1.58M -25,184 -26%
Bank of America
19
Bank of America
North Carolina
$4.17M +$2.53M +40,319 +177%
AG
20
Aperio Group
California
$4.07M +$790K +12,595 +26%
BlackRock
21
BlackRock
New York
$4.06M +$2.77M +44,112 +254%
TAM
22
Tealwood Asset Management
Minnesota
$3.17M +$3.01M +48,012 New
OAM
23
Oxford Asset Management
United Kingdom
$2.98M +$185K +2,956 +7%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$2.56M +$356K +5,674 +17%
AQR Capital Management
25
AQR Capital Management
Connecticut
$2.39M -$296K -4,717 -12%

KOF Hedge Fund Activity: Q1 2019 in Review

114 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2019, worth a combined $993M — up 9.2% from $910M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new KOF positions and 12 closed out — a net gain of 10 holders — while 33 added to existing stakes and 25 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $5.03M. The largest seller was INCA Investments, cutting an estimated $16.9M.

  • 114 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2019, up from 106 in Q4 2018.
  • Funds reported $993M of Coca-Cola Femsa stock for Q1 2019, up 9.2% quarter-over-quarter.
  • 22 funds opened new Coca-Cola Femsa positions in Q1 2019 and 12 closed out, a net change of +10 holders.
  • The largest Coca-Cola Femsa buyer in Q1 2019 was Renaissance Technologies, an estimated $5.03M added.
  • The largest Coca-Cola Femsa seller in Q1 2019 was INCA Investments, an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2019.