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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
COCM
101
Charter Oak Capital Management
New Hampshire
$8K +$7.47K +163 New
APA
102
American Portfolios Advisors
New York
$6.93K +$6.88K +150 New
BNP Paribas Financial Markets
103
BNP Paribas Financial Markets
France
$6.38K
LC
104
Lindbrook Capital
California
$6K
Bank of Montreal
105
Bank of Montreal
Ontario, Canada
$6K +$5.23K +114 +950%
CG
106
Cutler Group
California
$4K -$4.58K -100 -50%
HWA
107
HHM Wealth Advisors
Tennessee
$4K
RCM
108
Regency Capital Management
Hawaii
$4K +$3.94K +86 New
MWP
109
Meridian Wealth Partners
Pennsylvania
$3K +$3.35K +73 New
FHA
110
First Horizon Advisors
Tennessee
$3K +$3.39K +74 New
Fifth Third Bancorp
111
Fifth Third Bancorp
Ohio
$2K
RFA
112
Reilly Financial Advisors
California
$2K +$2.15K +47 New
AIC
113
Ameritas Investment Company
Nebraska
$1.43K +$1.42K +31 New
FPS
114
Fieldpoint Private Securities
Connecticut
$1K -$2.06K -45 -64%
CWC
115
Carolinas Wealth Consulting
North Carolina
$1K
LJHT
116
Laurie J. Hall Trustee
$1K
PCG
117
Private Capital Group
Connecticut
$1K
TAIM
118
TD Ameritrade Investment Management
Nebraska
$1K
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$323 -$245K -5,348 -100%
NCM
120
Newfoundland Capital Management
Brazil
-$3.81M -82,677 Closed
FGP
121
Foyston, Gordon, & Payne
Ontario, Canada
-$1.44M -31,158 Closed
EAM
122
Eagle Asset Management
Florida
-$1.02M -20,577 Closed
Voloridge Investment Management
123
Voloridge Investment Management
Florida
-$931K -20,198 Closed
PAM
124
Panagora Asset Management
Massachusetts
-$911K -19,870 -100%
Jane Street
125
Jane Street
New York
-$736K -15,984 Closed

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.