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Coca-Cola Femsa
KOF

115 hedge funds and large institutions have $720M invested in Coca-Cola Femsa in 2020 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

678% more call options, than puts

Call options by funds: $599K | Put options by funds: $77K

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

14% more funds holding

Funds holding: 101 → 115 (+14)

2.73% more ownership

Funds ownership: 0.64% → 3.37% (+2.7%)

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2% less capital invested

Capital invested by funds: $738M → $720M (-$17.5M)

Holders
115
Holders Change
+14
Holders Change %
+13.86%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
30
Increased
30
Reduced
29
Closed
16
Calls
$599K
Puts
$77K
Net Calls
+$522K
Net Calls Change
+$265K

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$22.1M
2
BIP
Brandes Investment Partners
California
+$15.2M
3
Bank of America
Bank of America
North Carolina
+$3.92M
4
TBC
Tweedy, Browne Co
Connecticut
+$3.5M
5
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Kentucky
+$2.75M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
-$5.69M
2
BAM
Burgundy Asset Management
Ontario, Canada
-$4.98M
3
BlackRock
BlackRock
New York
-$3.89M
4
Northern Trust
Northern Trust
Illinois
-$2.41M
5
NCM
Newfoundland Capital Management
Brazil
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$253M – – –
TBC
2
Tweedy, Browne Co
Connecticut
$115M +$3.5M +83,387 +3%
Renaissance Technologies
3
Renaissance Technologies
New York
$75.6M +$147K +3,500 +0.2%
Macquarie Group
4
Macquarie Group
Australia
$55.9M -$1.36M -32,470 -2%
BAM
5
Burgundy Asset Management
Ontario, Canada
$28.3M -$4.98M -118,411 -15%
Janus Henderson Group
6
Janus Henderson Group
United Kingdom
$21.5M +$22.1M +527,159 New
PGEBT
7
Pactiv General Employee Benefit Trust
Illinois
$21M – – –
Bank of America
8
Bank of America
North Carolina
$20M +$3.92M +93,338 +24%
BIP
9
Brandes Investment Partners
California
$14.7M +$15.2M +361,841 New
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$11.5M -$879K -20,931 -7%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$8.34M +$462K +11,004 +6%
Northern Trust
12
Northern Trust
Illinois
$8.08M -$2.41M -57,416 -22%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.96M +$1.48M +35,267 +22%
BlackRock
14
BlackRock
New York
$7.18M -$3.89M -92,671 -34%
Acadian Asset Management
15
Acadian Asset Management
Massachusetts
$7.11M -$815K -19,388 -10%
ClearBridge Investments
16
ClearBridge Investments
New York
$4.71M -$700K -16,650 -13%
SEI Investments
17
SEI Investments
Pennsylvania
$4.67M – – –
PPA
18
Parametric Portfolio Associates
Washington
$3.79M -$410K -9,763 -9%
AG
19
Aperio Group
California
$3.12M -$118K -2,808 -4%
APG Asset Management
20
APG Asset Management
Netherlands
$2.86M -$5.69M -135,400 -62%
TRSOTSOK
21
Teachers Retirement System of the State of Kentucky
Kentucky
$2.66M +$2.75M +65,400 New
TAM
22
Todd Asset Management
Kentucky
$2.66M +$2.75M +65,400 New
VAM
23
Vontobel Asset Management
New York
$2.39M – – –
Morgan Stanley
24
Morgan Stanley
New York
$2.28M -$419K -9,977 -15%
FCH
25
Freestone Capital Holdings
Washington
$2.2M +$174K +4,134 +8%
1
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KOF Hedge Fund Activity: Q3 2020 in Review

115 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2020, worth a combined $720M — down 2.4% from $738M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new KOF positions and 16 closed out — a net gain of 14 holders — while 30 added to existing stakes and 29 trimmed.

The largest buyer was Janus Henderson Group, opening a new position worth an estimated $22.1M. The largest seller was APG Asset Management, cutting an estimated $5.69M.

  • 115 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2020, up from 101 in Q2 2020.
  • Funds reported $720M of Coca-Cola Femsa stock for Q3 2020, down 2.4% quarter-over-quarter.
  • 30 funds opened new Coca-Cola Femsa positions in Q3 2020 and 16 closed out, a net change of +14 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2020 was Janus Henderson Group, an estimated $22.1M added.
  • The largest Coca-Cola Femsa seller in Q3 2020 was APG Asset Management, an estimated $5.69M sold.

Based on aggregated 13F filings for Q3 2020.