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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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$447K – – –
OC
52
Oppenheimer & Co
New York
$446K +$461K +10,965 New
VF
53
Virtu Financial
New York
$433K +$446K +10,624 New
AA
54
ALPS Advisors
Colorado
$422K +$55.9K +1,330 +15%
GC
55
Guggenheim Capital
Illinois
$413K -$106K -2,511 -20%
GF
56
Gabelli Funds
New York
$407K – – –
US Bancorp
57
US Bancorp
Minnesota
$399K -$21.9K -521 -5%
Sumitomo Mitsui Trust Group
58
Sumitomo Mitsui Trust Group
Japan
$370K -$29.4K -700 -7%
Daiwa Securities Group
59
Daiwa Securities Group
Japan
$370K +$381K +9,075 New
Grantham, Mayo, Van Otterloo & Co (GMO)
60
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$358K +$71.4K +1,700 +24%
ECM
61
ExodusPoint Capital Management
New York
$345K +$356K +8,483 New
DA
62
Duality Advisers
Florida
$336K +$347K +8,250 New
OAM
63
Oppenheimer Asset Management
New York
$299K +$308K +7,337 New
PPFA
64
Provida Pension Fund Administrator
Chile
$282K -$149K -3,553 -33%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$280K +$38.1K +907 +15%
Thrivent Financial for Lutherans
66
Thrivent Financial for Lutherans
Minnesota
$237K +$244K +5,819 New
RJA
67
Raymond James & Associates
Florida
$210K -$393K -9,345 -64%
RHBC
68
R.H. Bluestein & Co
Michigan
$204K – – –
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$202K +$29K +691 +16%
BOPW
70
Brandywine Oak Private Wealth
Pennsylvania
$201K -$12.1K -288 -5%
HL
71
Harding Loevner
New Jersey
$186K -$148K -3,523 -43%
NNP
72
Nachman Norwood & Parrott
South Carolina
$183K +$189K +4,500 New
TAF
73
Tredje AP-fonden
Sweden
$163K +$19.7K +470 +13%
IRC
74
Investors Research Corp
Georgia
$128K – – –
DZ Bank
75
DZ Bank
Germany
$122K – – –
1 2
3
4 5

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.