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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
DekaBank Deutsche Girozentrale
51
DekaBank Deutsche Girozentrale
Germany
$630K -$720K -15,700 -54%
SPC
52
Sigma Planning Corp
Michigan
$619K +$237K +5,165 +63%
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$618K +$63.8K +1,392 +12%
RJA
54
Raymond James & Associates
Florida
$610K +$394K +8,590 +186%
JP Morgan Chase
55
JP Morgan Chase
New York
$582K +$257K +5,607 +80%
Capital Fund Management (CFM)
56
Capital Fund Management (CFM)
France
$545K +$963 +21 +0.2%
APG Asset Management
57
APG Asset Management
Netherlands
$534K -$201K -4,380 -24%
OC
58
Oppenheimer & Co
New York
$521K +$596 +13 +0.1%
RG
59
Renaissance Group
Kentucky
$495K -$1.47K -32 -0.3%
VC
60
Veracity Capital
Georgia
$482K +$478K +10,424 New
GF
61
Gabelli Funds
New York
$462K
AA
62
ALPS Advisors
Colorado
$451K -$1.83K -40 -0.4%
Grantham, Mayo, Van Otterloo & Co (GMO)
63
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$448K +$445K +9,700 New
OAM
64
Oppenheimer Asset Management
New York
$447K +$33K +720 +8%
QC
65
Quadrature Capital
United Kingdom
$436K +$432K +9,429 New
Squarepoint
66
Squarepoint
New York
$426K +$423K +9,222 New
M&T Bank
67
M&T Bank
New York
$393K +$389K +8,494 New
Barclays
68
Barclays
United Kingdom
$342K +$318K +6,945 +1,530%
Goldman Sachs
69
Goldman Sachs
New York
$322K -$195K -4,249 -38%
Thrivent Financial for Lutherans
70
Thrivent Financial for Lutherans
Minnesota
$308K -$17.5K -381 -5%
EGM
71
Engineers Gate Manager
New York
$297K +$295K +6,430 New
ECM
72
ExodusPoint Capital Management
New York
$296K -$92.5K -2,017 -24%
CCIA
73
Campbell & Co Investment Adviser
Maryland
$273K -$77.9K -1,700 -22%
SI
74
Stephens Inc
Arkansas
$270K +$268K +5,844 New
XT
75
XTX Topco
Cayman Islands
$251K +$249K +5,441 New

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.