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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
RHBC
76
R.H. Bluestein & Co
Michigan
$231K
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$230K +$228K +4,974 New
DTL
78
Dynamic Technology Lab
Singapore
$220K +$219K +4,767 New
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$215K +$153K +3,328 +251%
SSA
80
Schonfeld Strategic Advisors
New York
$212K +$211K +4,600 New
NNP
81
Nachman Norwood & Parrott
South Carolina
$208K
Deutsche Bank
82
Deutsche Bank
Germany
$182K +$116K +2,532 +181%
PPFA
83
Provida Pension Fund Administrator
Chile
$165K
US Bancorp
84
US Bancorp
Minnesota
$154K -$327K -7,130 -68%
IRC
85
Investors Research Corp
Georgia
$139K -$6.88K -150 -5%
Osaic Holdings
86
Osaic Holdings
Arizona
$103K +$19.3K +420 +23%
JWA
87
JFS Wealth Advisors
Pennsylvania
$82K
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$63K +$4.31K +94 +7%
EP
89
Eudaimonia Partners
Tennessee
$46K +$45.8K +1,000 New
QCG
90
Quadrant Capital Group
Ohio
$39K +$688 +15 +2%
Legal & General Group
91
Legal & General Group
United Kingdom
$32K
SIC
92
Salem Investment Counselors
North Carolina
$26K +$26K +568 New
PA
93
Parallel Advisors
California
$24K +$2.84K +62 +14%
JFGIW
94
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$21K +$21.1K +460 New
IA
95
IFP Advisors
Florida
$19K
FPB
96
First PREMIER Bank
South Dakota
$18K
S
97
SignatureFD
Georgia
$14K -$12.7K -278 -48%
Rockefeller Capital Management
98
Rockefeller Capital Management
New York
$14K +$11.3K +247 +338%
GWS
99
Glassman Wealth Services
Virginia
$12K +$1.56K +34 +16%
PB
100
Pinnacle Bancorp
Nebraska
$9K +$8.25K +180 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.