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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
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$287M
TBC
2
Tweedy, Browne Co
Connecticut
$131M -$772K -16,845 -0.6%
Renaissance Technologies
3
Renaissance Technologies
New York
$87.9M -$186K -4,058 -0.2%
Macquarie Group
4
Macquarie Group
Australia
$45.4M -$2.75M -59,958 -6%
BlackRock
5
BlackRock
New York
$41.3M +$17.6M +383,052 +75%
BAM
6
Burgundy Asset Management
Ontario, Canada
$29.9M -$2.13M -46,549 -7%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$24.3M
AC
8
Armistice Capital
New York
$20.1M +$20M +436,000 New
BIP
9
Brandes Investment Partners
California
$18.9M -$99.5K -2,171 -0.5%
Bank of America
10
Bank of America
North Carolina
$18M -$4.38M -95,468 -20%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$11.8M +$1.68M +36,547 +17%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$11.7M -$114K -2,488 -1%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$11.6M +$1.18M +25,786 +11%
Northern Trust
14
Northern Trust
Illinois
$8.97M -$308K -6,726 -3%
Invesco
15
Invesco
Georgia
$5.72M +$4.63M +100,902 +439%
Morgan Stanley
16
Morgan Stanley
New York
$5.66M -$1.74M -37,873 -24%
Federated Hermes
17
Federated Hermes
Pennsylvania
$5.5M +$5.46M +118,990 New
PPA
18
Parametric Portfolio Associates
Washington
$5.05M +$614K +13,393 +14%
ClearBridge Investments
19
ClearBridge Investments
New York
$4.66M +$125K +2,722 +3%
First Eagle Investment Management
20
First Eagle Investment Management
New York
$4.08M +$4.05M +88,230 New
SEI Investments
21
SEI Investments
Pennsylvania
$3.84M -$1.44M -31,504 -27%
Wells Fargo
22
Wells Fargo
California
$3.5M +$1.01M +22,040 +41%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$3.47M +$3.45M +75,195 New
FCH
24
Freestone Capital Holdings
Washington
$3.35M -$157K -3,422 -5%
Acadian Asset Management
25
Acadian Asset Management
Massachusetts
$3.2M -$3.72M -81,111 -54%

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.