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Coca-Cola Femsa

105 hedge funds and large institutions have $883M invested in Coca-Cola Femsa in 2019 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 36 increasing their positions, 31 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 31

0.1% less ownership

Funds ownership: 2.88%2.77% (-0.1%)

4% less funds holding

Funds holding: 109105 (-4)

6% less capital invested

Capital invested by funds: $938M → $883M (-$55.2M)

27% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 15

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

86% less call options, than puts

Call options by funds: $36K | Put options by funds: $249K

Holders
105
Holders Change
-4
Holders Change %
-3.67%
% of All Funds
2.3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
11
Increased
36
Reduced
31
Closed
15
Calls
$36K
Puts
$249K
Net Calls
-$213K
Net Calls Change
+$3.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$377M
Macquarie Group
2
Macquarie Group
Australia
$136M -$3.14M -51,773 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$90.6M +$6.42M +105,900 +8%
TBC
4
Tweedy, Browne Co
Connecticut
$31.5M
BAM
5
Burgundy Asset Management
Ontario, Canada
$25.3M -$3.51M -57,924 -12%
II
6
INCA Investments
Florida
$23.9M -$20.1M -330,823 -46%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$20.5M +$462K +7,616 +2%
BlackRock
8
BlackRock
New York
$13.3M +$5.07M +83,601 +62%
HSBC Holdings
9
HSBC Holdings
United Kingdom
$13M +$890K +14,679 +7%
Morgan Stanley
10
Morgan Stanley
New York
$12.7M +$2.24M +36,976 +21%
Millennium Management
11
Millennium Management
New York
$10.4M -$5.58M -92,068 -35%
Northern Trust
12
Northern Trust
Illinois
$9.49M +$1.32M +21,713 +16%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.02M +$527K +8,693 +6%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$8.52M -$158K -2,601 -2%
PPA
15
Parametric Portfolio Associates
Washington
$7.57M -$457K -7,538 -6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.44M +$472K +7,793 +7%
SEI Investments
17
SEI Investments
Pennsylvania
$6.95M
APG Asset Management
18
APG Asset Management
Netherlands
$5.96M +$2.9M +47,800 +80%
Acadian Asset Management
19
Acadian Asset Management
Massachusetts
$5.08M +$3.22M +53,130 +173%
Marshall Wace
20
Marshall Wace
United Kingdom
$4.58M +$3.95M +65,161 +623%
AG
21
Aperio Group
California
$3.74M -$624K -10,286 -14%
VAM
22
Vontobel Asset Management
New York
$3.56M -$2.17M -35,820 -38%
PAM
23
Panagora Asset Management
Massachusetts
$3.47M -$87.7K -1,447 -2%
DekaBank Deutsche Girozentrale
24
DekaBank Deutsche Girozentrale
Germany
$3.1M
TAM
25
Tealwood Asset Management
Minnesota
$2.82M +$7.34K +121 +0.3%

KOF Hedge Fund Activity: Q3 2019 in Review

105 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2019, worth a combined $883M — down 5.9% from $938M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of KOF and 11 opened new positions — a net loss of 4 holders — while 31 trimmed existing stakes and 36 added.

The largest buyer was Renaissance Technologies, adding an estimated $6.42M. The largest seller was ARGA Investment Management, cutting an estimated $24.6M.

  • 105 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2019, down from 109 in Q2 2019.
  • Funds reported $883M of Coca-Cola Femsa stock for Q3 2019, down 5.9% quarter-over-quarter.
  • 11 funds opened new Coca-Cola Femsa positions in Q3 2019 and 15 closed out, a net change of -4 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2019 was Renaissance Technologies, an estimated $6.42M added.
  • The largest Coca-Cola Femsa seller in Q3 2019 was ARGA Investment Management, an estimated $24.6M sold.

Based on aggregated 13F filings for Q3 2019.