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Coca-Cola Femsa

122 hedge funds and large institutions have $845M invested in Coca-Cola Femsa in 2021 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 35 increasing their positions, 32 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 17

14% more funds holding

Funds holding: 107122 (+15)

12% more call options, than puts

Call options by funds: $300K | Put options by funds: $267K

5% more capital invested

Capital invested by funds: $802M → $845M (+$42.9M)

9% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 32

0.17% more ownership

Funds ownership: 3.31%3.48% (+0.17%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
122
Holders Change
+15
Holders Change %
+14.02%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
35
Reduced
32
Closed
17
Calls
$300K
Puts
$267K
Net Calls
+$33K
Net Calls Change
+$17K
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
26
AQR Capital Management
Connecticut
$2.69M +$1.53M +33,417 +135%
MCP
27
Martin Capital Partners
Oregon
$2.5M +$2.48M +54,093 New
Millennium Management
28
Millennium Management
New York
$2.44M -$3.06M -66,643 -56%
CI
29
Cambiar Investors
Colorado
$2.19M +$138K +3,000 +7%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.95M +$1.27M +27,649 +191%
Citadel Advisors
31
Citadel Advisors
Florida
$1.83M +$1.82M +39,654 New
UBS Group
32
UBS Group
Switzerland
$1.73M +$141K +3,073 +9%
MNG
33
Manning & Napier Group
New York
$1.67M +$148K +3,236 +10%
VAM
34
Vontobel Asset Management
New York
$1.61M
Natixis Advisors
35
Natixis Advisors
Massachusetts
$1.59M +$153K +3,341 +11%
Canada Pension Plan Investment Board
36
Canada Pension Plan Investment Board
Ontario, Canada
$1.56M +$1.55M +33,700 New
ANTB
37
AMG National Trust Bank
Colorado
$1.35M +$1.35M +29,339 New
Stifel Financial
38
Stifel Financial
Missouri
$1.35M +$152K +3,309 +13%
Citigroup
39
Citigroup
New York
$1.2M -$4.81K -105 -0.4%
Arrowstreet Capital
40
Arrowstreet Capital
Massachusetts
$1.15M -$1.88M -41,021 -62%
Truist Financial
41
Truist Financial
North Carolina
$1.1M +$1.09M +23,845 New
PFMU
42
Privium Fund Management (UK)
United Kingdom
$993K +$986K +21,500 New
HFS
43
Hantz Financial Services
Michigan
$938K +$931K +20,305 New
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$900K +$267K +5,821 +43%
LSV Asset Management
45
LSV Asset Management
Illinois
$896K
MSAM
46
Moloney Securities Asset Management
Missouri
$889K -$6.88K -150 -0.8%
F
47
F3Logic
Minnesota
$825K +$594K +12,946 +250%
TAF
48
Tredje AP-fonden
Sweden
$799K +$510K +11,122 +265%
GC
49
Guggenheim Capital
Illinois
$695K +$180K +3,922 +35%
SO
50
STRS Ohio
Ohio
$646K

KOF Hedge Fund Activity: Q1 2021 in Review

122 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2021, worth a combined $845M — up 5.3% from $802M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new KOF positions and 17 closed out — a net gain of 16 holders — while 35 added to existing stakes and 32 trimmed.

The largest buyer was Armistice Capital, opening a new position worth an estimated $20M. The largest seller was Bank of America, cutting an estimated $4.38M.

  • 122 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2021, up from 107 in Q4 2020.
  • Funds reported $845M of Coca-Cola Femsa stock for Q1 2021, up 5.3% quarter-over-quarter.
  • 33 funds opened new Coca-Cola Femsa positions in Q1 2021 and 17 closed out, a net change of +16 holders.
  • The largest Coca-Cola Femsa buyer in Q1 2021 was Armistice Capital, an estimated $20M added.
  • The largest Coca-Cola Femsa seller in Q1 2021 was Bank of America, an estimated $4.38M sold.

Based on aggregated 13F filings for Q1 2021.