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Coca-Cola Femsa
KOF

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: 3 → 3 (0)

1% less funds holding

Funds holding: 142 → 140 (-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

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$17.9M
2
Lazard Asset Management
Lazard Asset Management
New York
+$17.1M
3
FWIA
Fort Washington Investment Advisors
Ohio
+$9.29M
4
SCP
Seafarer Capital Partners
California
+$4.67M
5
VCWA
Vanguard Capital Wealth Advisors
Colorado
+$4.44M

Top Sellers

Rank Fund Capital Flow
1
AC
Armistice Capital
New York
-$26M
2
Northern Trust
Northern Trust
Illinois
-$9.05M
3
Bank of America
Bank of America
North Carolina
-$5.64M
4
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board
Ontario, Canada
-$5.27M
5
BAM
Burgundy Asset Management
Ontario, Canada
-$4.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
126
First Horizon Advisors
Tennessee
$6K – – –
HWA
127
HHM Wealth Advisors
Tennessee
$4K – – –
RFA
128
Reilly Financial Advisors
California
$3K – – –
DOA
129
D'Orazio & Associates
Virginia
$2K +$1.96K +35 New
EBA
130
Eagle Bay Advisors
New York
$2K +$2.57K +46 New
VCWA
131
Vanguard Capital Wealth Advisors
Colorado
$1.54K +$4.44M +79,397 +512%
MG
132
MilWealth Group
Wisconsin
$1.24K +$1.23K +22 New
FPS
133
Fieldpoint Private Securities
Connecticut
$1K – – –
LJHT
134
Laurie J. Hall Trustee
$1K – – –
PCG
135
Private Capital Group
Connecticut
$1K – – –
RCM
136
Regency Capital Management
Hawaii
$1K – – –
TAIM
137
TD Ameritrade Investment Management
Nebraska
$1K – – –
CWC
138
Carolinas Wealth Consulting
North Carolina
$1K +$56 +1 +5%
TWP
139
TFO Wealth Partners
Ohio
$1K +$1.4K +25 New
FDCDDQ
140
Federation des caisses Desjardins du Quebec
Quebec, Canada
$394 – – –
AC
141
Armistice Capital
New York
– -$26M -492,000 Closed
Assenagon Asset Management
142
Assenagon Asset Management
Luxembourg
– -$2.56M -48,273 Closed
PFMU
143
Privium Fund Management (UK)
United Kingdom
– -$1.14M -21,500 Closed
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
– -$641K -11,461 Closed
GAM
145
Gotham Asset Management
New York
– -$326K -6,165 Closed
WG
146
Winton Group
United Kingdom
– -$297K -5,617 Closed
EGM
147
Engineers Gate Manager
New York
– -$289K -5,460 Closed
Jane Street
148
Jane Street
New York
– -$249K -4,713 Closed
PA
149
Profund Advisors
Maryland
– -$233K -4,411 Closed
BFA
150
Brendel Financial Advisors
New Hampshire
– -$16K -300 Closed
3 4 5
6
7

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.