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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
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$525K +$28.4K +507 +6%
AA
77
ALPS Advisors
Colorado
$522K -$51.5K -920 -9%
SI
78
Stephens Inc
Arkansas
$522K +$6.04K +108 +1%
Canada Pension Plan Investment Board
79
Canada Pension Plan Investment Board
Ontario, Canada
$512K -$5.27M -94,100 -91%
DADC
80
D.A. Davidson & Co
Montana
$502K +$499K +8,924 New
LPL Financial
81
LPL Financial
California
$488K +$45.1K +805 +10%
OAM
82
Oppenheimer Asset Management
New York
$436K -$92.5K -1,653 -18%
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$430K +$39.1K +699 +10%
VC
84
Veracity Capital
Georgia
$357K +$616 +11 +0.2%
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$357K +$128K +2,294 +57%
Man Group
86
Man Group
United Kingdom
$349K +$347K +6,200 New
AAM
87
Advisors Asset Management
Colorado
$339K +$184K +3,287 +120%
JP Morgan Chase
88
JP Morgan Chase
New York
$326K +$212K +3,784 +190%
RHBC
89
R.H. Bluestein & Co
Michigan
$281K
BBP
90
Banco BTG Pactual
Brazil
$270K +$269K +4,804 New
Sumitomo Mitsui Trust Group
91
Sumitomo Mitsui Trust Group
Japan
$269K +$267K +4,776 New
CAPTRUST Financial Advisors
92
CAPTRUST Financial Advisors
North Carolina
$253K +$252K +4,500 New
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$232K -$42K -750 -16%
CS
94
Credit Suisse
Switzerland
$232K +$230K +4,117 New
NAM
95
NTV Asset Management
West Virginia
$231K +$229K +4,100 New
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$229K -$3.53K -63 -2%
WFI
97
West Family Investments
California
$206K +$205K +3,668 New
PPFA
98
Provida Pension Fund Administrator
Chile
$186K +$183K +3,266 New
US Bancorp
99
US Bancorp
Minnesota
$181K -$7.39K -132 -4%
IRC
100
Investors Research Corp
Georgia
$169K

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.