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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$17.9M |
| 2 |
Lazard Asset Management
New York
|
+$17.1M |
| 3 |
FWIA
Fort Washington Investment Advisors
Cincinnati,
Ohio
|
+$9.29M |
| 4 |
SCP
Seafarer Capital Partners
Larkspur,
California
|
+$4.67M |
| 5 |
VCWA
Vanguard Capital Wealth Advisors
Denver,
Colorado
|
+$4.44M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AC
Armistice Capital
New York
|
-$26M |
| 2 |
Northern Trust
Chicago,
Illinois
|
-$9.05M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$5.64M |
| 4 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
-$5.27M |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$4.87M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PAM
151
Panagora Asset Management
Boston,
Massachusetts
| – | -$8K | -160 | Closed |
|
152
Bessemer Group
Woodbridge,
New Jersey
| – | -$3K | -60 | Closed |
|
153
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$3K | -53 | Closed |
|
|
AAP
154
Arax Advisory Partners
Denver,
Colorado
| – | -$2K | -46 | Closed |
|
|
EFSCE
155
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$1K | -15 | Closed |
|
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.