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Coca-Cola Femsa

109 hedge funds and large institutions have $938M invested in Coca-Cola Femsa in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

0.01% more ownership

Funds ownership: 2.87%2.88% (+0.01%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less funds holding

Funds holding: 114109 (-5)

6% less capital invested

Capital invested by funds: $993M → $938M (-$55.2M)

31% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 16

100% less call options, than puts

Call options by funds: $6K | Put options by funds: $3.36M

Holders
109
Holders Change
-5
Holders Change %
-4.39%
% of All Funds
2.37%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
11
Increased
35
Reduced
31
Closed
16
Calls
$6K
Puts
$3.36M
Net Calls
-$3.36M
Net Calls Change
-$35K
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$386M
Macquarie Group
2
Macquarie Group
Australia
$143M +$1.11M +17,339 +0.8%
Renaissance Technologies
3
Renaissance Technologies
New York
$86.3M +$4.75M +74,100 +6%
II
4
INCA Investments
Florida
$45.1M -$8M -124,778 -15%
TBC
5
Tweedy, Browne Co
Connecticut
$32.3M
BAM
6
Burgundy Asset Management
Ontario, Canada
$29.6M -$10.6M -165,122 -26%
AIM
7
ARGA Investment Management
Connecticut
$26.7M -$6.9M -107,613 -20%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$20.5M -$56.7K -885 -0.3%
Millennium Management
9
Millennium Management
New York
$16.4M -$1.7M -26,518 -9%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$12.4M +$11.9M +185,981 +1,338%
Morgan Stanley
11
Morgan Stanley
New York
$10.8M +$750K +11,705 +7%
Fidelity Investments
12
Fidelity Investments
Massachusetts
$8.89M +$64 +1 +0%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$8.71M +$950K +14,830 +12%
BlackRock
14
BlackRock
New York
$8.41M +$4.73M +73,832 +120%
Northern Trust
15
Northern Trust
Illinois
$8.38M -$26.1K -407 -0.3%
PPA
16
Parametric Portfolio Associates
Washington
$8.22M +$865K +13,491 +11%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$7.14M +$328K +5,113 +5%
SEI Investments
18
SEI Investments
Pennsylvania
$7.12M +$7.34M +114,598 New
VAM
19
Vontobel Asset Management
New York
$5.88M
AG
20
Aperio Group
California
$4.47M +$656K +10,239 +17%
PAM
21
Panagora Asset Management
Massachusetts
$3.64M -$1.96M -30,563 -34%
OAM
22
Oxford Asset Management
United Kingdom
$3.38M +$590K +9,204 +20%
APG Asset Management
23
APG Asset Management
Netherlands
$3.24M +$2.33M +36,300 +157%
DekaBank Deutsche Girozentrale
24
DekaBank Deutsche Girozentrale
Germany
$3.16M +$1.12M +17,470 +52%
TAM
25
Tealwood Asset Management
Minnesota
$2.88M -$101K -1,582 -3%

KOF Hedge Fund Activity: Q2 2019 in Review

109 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2019, worth a combined $938M — down 5.6% from $993M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of KOF and 11 opened new positions — a net loss of 5 holders — while 31 trimmed existing stakes and 35 added.

The largest buyer was HSBC Holdings, adding an estimated $11.9M. The largest seller was Burgundy Asset Management, cutting an estimated $10.6M.

  • 109 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2019, down from 114 in Q1 2019.
  • Funds reported $938M of Coca-Cola Femsa stock for Q2 2019, down 5.6% quarter-over-quarter.
  • 11 funds opened new Coca-Cola Femsa positions in Q2 2019 and 16 closed out, a net change of -5 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2019 was HSBC Holdings, an estimated $11.9M added.
  • The largest Coca-Cola Femsa seller in Q2 2019 was Burgundy Asset Management, an estimated $10.6M sold.

Based on aggregated 13F filings for Q2 2019.