Coca-Cola Femsa
107 hedge funds and large institutions have $802M invested in Coca-Cola Femsa in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 27 reducing their positions, and 20 closing their positions.
48% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 27
11% more capital invested
Capital invested by funds: $720M → $802M (+$82M)
0.06% less ownership
Funds ownership: 3.37% → 3.31% (-0.06%)
7% less funds holding
Funds holding: 115 → 107 (-8)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$14.6M |
| 2 |
Millennium Management
New York
|
+$5.2M |
| 3 |
Morgan Stanley
New York
|
+$4.54M |
| 4 |
Renaissance Technologies
New York
|
+$2.18M |
| 5 |
NCM
Newfoundland Capital Management
Sao Paulo,
Brazil
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PGEBT
Pactiv General Employee Benefit Trust
Lake Forest,
Illinois
|
-$21M |
| 2 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$14.3M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$2.8M |
| 4 |
TRSOTSOK
Teachers Retirement System of the State of Kentucky
Frankfort,
Kentucky
|
-$2.66M |
| 5 |
TAM
Todd Asset Management
Louisville,
Kentucky
|
-$2.66M |
KOF Hedge Fund Activity: Q4 2020 in Review
107 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2020, worth a combined $802M — up 11% from $720M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of KOF and 13 opened new positions — a net loss of 7 holders — while 27 trimmed existing stakes and 40 added.
The largest buyer was BlackRock, adding an estimated $14.6M. The largest seller was Pactiv General Employee Benefit Trust, exiting entirely with an estimated $21M sold.
- 107 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2020, down from 115 in Q3 2020.
- Funds reported $802M of Coca-Cola Femsa stock for Q4 2020, up 11% quarter-over-quarter.
- 13 funds opened new Coca-Cola Femsa positions in Q4 2020 and 20 closed out, a net change of -7 holders.
- The largest Coca-Cola Femsa buyer in Q4 2020 was BlackRock, an estimated $14.6M added.
- The largest Coca-Cola Femsa seller in Q4 2020 was Pactiv General Employee Benefit Trust, an estimated $21M sold.
Based on aggregated 13F filings for Q4 2020.