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Coca-Cola Femsa
KOF

115 hedge funds and large institutions have $937M invested in Coca-Cola Femsa in 2019 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 33

10% more funds holding

Funds holding: 105 → 115 (+10)

6% more capital invested

Capital invested by funds: $883M → $937M (+$53.8M)

0.17% more ownership

Funds ownership: 2.77% → 2.95% (+0.17%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
115
Holders Change
+10
Holders Change %
+9.52%
% of All Funds
2.27%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
25
Increased
40
Reduced
33
Closed
15
Calls
$1.24M
Puts
–
Net Calls
+$1.24M
Net Calls Change
+$1.45M

Top Buyers

1
BAM
Burgundy Asset Management
Ontario, Canada
+$20.5M
2
TBC
Tweedy, Browne Co
Connecticut
+$17.2M
3
APG Asset Management
APG Asset Management
Netherlands
+$8.79M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
+$6.85M
5
Renaissance Technologies
Renaissance Technologies
New York
+$6.29M

Top Sellers

1
II
INCA Investments
Florida
-$16.4M
2
Morgan Stanley
Morgan Stanley
New York
-$4.27M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.1M
4
Millennium Management
Millennium Management
New York
-$4.02M
5
Northern Trust
Northern Trust
Illinois
-$1.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$377M – – –
Macquarie Group
2
Macquarie Group
Australia
$135M -$1.68M -28,608 -1%
Renaissance Technologies
3
Renaissance Technologies
New York
$97.1M +$6.29M +107,000 +7%
TBC
4
Tweedy, Browne Co
Connecticut
$49.3M +$17.2M +293,087 +56%
BAM
5
Burgundy Asset Management
Ontario, Canada
$46.4M +$20.5M +347,715 +83%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$19.7M -$702K -11,927 -4%
BlackRock
7
BlackRock
New York
$17.3M +$3.9M +66,219 +30%
APG Asset Management
8
APG Asset Management
Netherlands
$13.9M +$8.79M +149,500 +139%
Acadian Asset Management
9
Acadian Asset Management
Massachusetts
$12.1M +$6.85M +116,486 +139%
HSBC Holdings
10
HSBC Holdings
United Kingdom
$12M -$985K -16,742 -8%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$10.2M +$1.19M +20,187 +14%
Morgan Stanley
12
Morgan Stanley
New York
$8.34M -$4.27M -72,628 -35%
Marshall Wace
13
Marshall Wace
United Kingdom
$8.24M +$3.55M +60,387 +80%
Northern Trust
14
Northern Trust
Illinois
$7.67M -$1.77M -30,052 -19%
PPA
15
Parametric Portfolio Associates
Washington
$7.67M +$101K +1,715 +1%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$7.31M -$118K -2,013 -2%
II
17
INCA Investments
Florida
$7M -$16.4M -279,211 -71%
MWNA
18
Marshall Wace North America
New York
$6.95M +$6.03M +102,474 +837%
SEI Investments
19
SEI Investments
Pennsylvania
$6.95M – – –
SGDR
20
SPX Gestao de Recursos
Brazil
$6.67M +$4.83M +82,110 +294%
Millennium Management
21
Millennium Management
New York
$6.29M -$4.02M -68,294 -40%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$4.29M -$4.1M -69,777 -50%
AG
23
Aperio Group
California
$3.69M -$44.1K -750 -1%
OAM
24
Oxford Asset Management
United Kingdom
$3.61M +$791K +13,452 +29%
VAM
25
Vontobel Asset Management
New York
$3.56M – – –
1
2 3 4 5

KOF Hedge Fund Activity: Q4 2019 in Review

115 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2019, worth a combined $937M — up 6.1% from $883M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new KOF positions and 15 closed out — a net gain of 10 holders — while 40 added to existing stakes and 33 trimmed.

The largest buyer was Burgundy Asset Management, adding an estimated $20.5M. The largest seller was INCA Investments, cutting an estimated $16.4M.

  • 115 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2019, up from 105 in Q3 2019.
  • Funds reported $937M of Coca-Cola Femsa stock for Q4 2019, up 6.1% quarter-over-quarter.
  • 25 funds opened new Coca-Cola Femsa positions in Q4 2019 and 15 closed out, a net change of +10 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2019 was Burgundy Asset Management, an estimated $20.5M added.
  • The largest Coca-Cola Femsa seller in Q4 2019 was INCA Investments, an estimated $16.4M sold.

Based on aggregated 13F filings for Q4 2019.