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Coca-Cola Femsa

140 hedge funds and large institutions have $1.14B invested in Coca-Cola Femsa in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 56 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more call options, than puts

Call options by funds: $3.15M | Put options by funds: $1.14M

60% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 35

6% more capital invested

Capital invested by funds: $1.07B → $1.14B (+$68.5M)

7% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 15

0.02% more ownership

Funds ownership: 3.85%3.87% (+0.02%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less funds holding

Funds holding: 142140 (-2)

Holders
140
Holders Change
-2
Holders Change %
-1.41%
% of All Funds
2.45%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
16
Increased
56
Reduced
35
Closed
15
Calls
$3.15M
Puts
$1.14M
Net Calls
+$2M
Net Calls Change
+$1.41M
Name Holding Trade Value Shares
Change
Change in
Stake
OSAM
26
O'Shaughnessy Asset Management
Connecticut
$4.9M +$1.75M +31,251 +56%
SEI Investments
27
SEI Investments
Pennsylvania
$4.68M
CIBC World Market
28
CIBC World Market
Ontario, Canada
$4.09M -$94.6K -1,691 -2%
MCP
29
Martin Capital Partners
Oregon
$3.91M +$951 +17 +0%
FCH
30
Freestone Capital Holdings
Washington
$3.91M -$132K -2,356 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
31
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.82M +$1.31M +23,400 +53%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$3.63M +$412K +7,358 +13%
ACI
33
AMP Capital Investors
Australia
$2.99M +$2.97M +53,065 New
CI
34
Cambiar Investors
Colorado
$2.73M +$56K +1,000 +2%
UBS Group
35
UBS Group
Switzerland
$2.6M +$4.59K +82 +0.2%
Stifel Financial
36
Stifel Financial
Missouri
$2.37M -$137K -2,441 -5%
Truist Financial
37
Truist Financial
North Carolina
$2.28M +$257K +4,587 +13%
SW
38
SVB Wealth
Massachusetts
$2.24M +$382K +6,830 +21%
ASN
39
Advisory Services Network
Georgia
$2.11M +$2.09M +37,389 +23,815%
VAM
40
Vontobel Asset Management
New York
$1.96M
APG Asset Management
41
APG Asset Management
Netherlands
$1.93M +$1.71M +30,634 +339%
Citadel Advisors
42
Citadel Advisors
Florida
$1.86M +$1.07M +19,182 +138%
CCM
43
Cullen Capital Management
New York
$1.85M -$322K -5,757 -15%
ANTB
44
AMG National Trust Bank
Colorado
$1.65M -$3.25K -58 -0.2%
Natixis Advisors
45
Natixis Advisors
Massachusetts
$1.6M -$300K -5,368 -16%
PG
46
Pendal Group
Australia
$1.59M +$23.4K +418 +2%
Connor, Clark & Lunn Investment Management (CC&L)
47
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.53M +$826K +14,755 +118%
AI
48
Atria Investments
North Carolina
$1.47M +$111K +1,975 +8%
HFS
49
Hantz Financial Services
Michigan
$1.47M +$202K +3,609 +16%
RJA
50
Raymond James & Associates
Florida
$1.45M +$54.5K +973 +4%

KOF Hedge Fund Activity: Q3 2021 in Review

140 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2021, worth a combined $1.14B — up 6.4% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new KOF positions and 15 closed out — a net gain of 1 holder — while 56 added to existing stakes and 35 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $17.9M. The largest seller was Armistice Capital, exiting entirely with an estimated $26M sold.

  • 140 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2021, down from 142 in Q2 2021.
  • Funds reported $1.14B of Coca-Cola Femsa stock for Q3 2021, up 6.4% quarter-over-quarter.
  • 16 funds opened new Coca-Cola Femsa positions in Q3 2021 and 15 closed out, a net change of +1 holder.
  • The largest Coca-Cola Femsa buyer in Q3 2021 was Goldman Sachs, an estimated $17.9M added.
  • The largest Coca-Cola Femsa seller in Q3 2021 was Armistice Capital, an estimated $26M sold.

Based on aggregated 13F filings for Q3 2021.