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Coca-Cola Femsa
KOF

102 hedge funds and large institutions have $657M invested in Coca-Cola Femsa in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 38 increasing their positions, 28 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $269K | Put options by funds: $108K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

36% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 28

2.33% less ownership

Funds ownership: 2.95% → 0.62% (-2.3%)

11% less funds holding

Funds holding: 115 → 102 (-13)

30% less capital invested

Capital invested by funds: $937M → $657M (-$280M)

39% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 28

Holders
102
Holders Change
-13
Holders Change %
-11.3%
% of All Funds
2.25%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
38
Reduced
28
Closed
28
Calls
$269K
Puts
$108K
Net Calls
+$161K
Net Calls Change
-$1.07M

Top Buyers

1
TBC
Tweedy, Browne Co
Connecticut
+$38.5M
2
Bank of America
Bank of America
North Carolina
+$24.7M
3
BAM
Burgundy Asset Management
Ontario, Canada
+$13.4M
4
ClearBridge Investments
ClearBridge Investments
New York
+$7.93M
5
Renaissance Technologies
Renaissance Technologies
New York
+$7.44M

Top Sellers

1
HSBC Holdings
HSBC Holdings
United Kingdom
-$12M
2
II
INCA Investments
Florida
-$7M
3
SGDR
SPX Gestao de Recursos
Brazil
-$6.67M
4
Marshall Wace
Marshall Wace
United Kingdom
-$6.53M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$4.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$250M – – –
Macquarie Group
2
Macquarie Group
Australia
$87.5M -$2.58M -45,796 -2%
Renaissance Technologies
3
Renaissance Technologies
New York
$69.8M +$7.44M +132,105 +8%
TBC
4
Tweedy, Browne Co
Connecticut
$60.2M +$38.5M +682,842 +84%
BAM
5
Burgundy Asset Management
Ontario, Canada
$40.4M +$13.4M +238,051 +31%
Bank of America
6
Bank of America
North Carolina
$18.7M +$24.7M +438,346 +1,610%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$12.6M -$651K -11,557 -4%
BlackRock
8
BlackRock
New York
$12.1M +$952K +16,898 +6%
APG Asset Management
9
APG Asset Management
Netherlands
$11.5M +$1.71M +30,300 +12%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$9M +$1.32M +23,408 +12%
Northern Trust
11
Northern Trust
Illinois
$8.28M +$4.47M +79,334 +63%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$6.95M +$215K +3,821 +2%
PPA
13
Parametric Portfolio Associates
Washington
$5.99M +$1.26M +22,308 +18%
ClearBridge Investments
14
ClearBridge Investments
New York
$5.9M +$7.93M +140,763 +2,385%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.37M +$729K +12,929 +11%
SEI Investments
16
SEI Investments
Pennsylvania
$4.61M – – –
Morgan Stanley
17
Morgan Stanley
New York
$3.82M -$2.4M -42,642 -31%
NCM
18
Newfoundland Capital Management
Brazil
$3.68M +$4.71M +83,550 +1,065%
AG
19
Aperio Group
California
$3.58M +$1.59M +28,201 +46%
Lazard Asset Management
20
Lazard Asset Management
New York
$2.43M +$3.4M +60,411 New
VAM
21
Vontobel Asset Management
New York
$2.37M – – –
Millennium Management
22
Millennium Management
New York
$2.07M -$2.95M -52,314 -50%
MWNA
23
Marshall Wace North America
New York
$1.9M -$3.8M -67,497 -59%
DekaBank Deutsche Girozentrale
24
DekaBank Deutsche Girozentrale
Germany
$1.84M +$262K +4,650 +11%
PAM
25
Panagora Asset Management
Massachusetts
$1.66M -$783K -13,899 -25%
1
2 3 4 5

KOF Hedge Fund Activity: Q1 2020 in Review

102 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2020, worth a combined $657M — down 30% from $937M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of KOF and 17 opened new positions — a net loss of 11 holders — while 28 trimmed existing stakes and 38 added.

The largest buyer was Tweedy, Browne Co, adding an estimated $38.5M. The largest seller was HSBC Holdings, exiting entirely with an estimated $12M sold.

  • 102 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2020, down from 115 in Q4 2019.
  • Funds reported $657M of Coca-Cola Femsa stock for Q1 2020, down 30% quarter-over-quarter.
  • 17 funds opened new Coca-Cola Femsa positions in Q1 2020 and 28 closed out, a net change of -11 holders.
  • The largest Coca-Cola Femsa buyer in Q1 2020 was Tweedy, Browne Co, an estimated $38.5M added.
  • The largest Coca-Cola Femsa seller in Q1 2020 was HSBC Holdings, an estimated $12M sold.

Based on aggregated 13F filings for Q1 2020.