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Coca-Cola Femsa

142 hedge funds and large institutions have $1.07B invested in Coca-Cola Femsa in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 50 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

100% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 25

54% more call options, than puts

Call options by funds: $1.69M | Put options by funds: $1.09M

27% more capital invested

Capital invested by funds: $845M → $1.07B (+$225M)

16% more funds holding

Funds holding: 122142 (+20)

0.37% more ownership

Funds ownership: 3.48%3.85% (+0.37%)

Holders
142
Holders Change
+20
Holders Change %
+16.39%
% of All Funds
2.47%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.05%
New
38
Increased
50
Reduced
25
Closed
18
Calls
$1.69M
Puts
$1.09M
Net Calls
+$593K
Net Calls Change
+$560K
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$329M
TBC
2
Tweedy, Browne Co
Connecticut
$149M -$1.56M -31,757 -1%
Renaissance Technologies
3
Renaissance Technologies
New York
$90.7M -$9.33M -189,500 -10%
BlackRock
4
BlackRock
New York
$55.4M +$7.5M +152,392 +17%
Macquarie Group
5
Macquarie Group
Australia
$52.2M +$174K +3,533 +0.4%
SCP
6
Seafarer Capital Partners
California
$51.1M +$47.6M +966,211 New
BAM
7
Burgundy Asset Management
Ontario, Canada
$33.4M -$819K -16,641 -3%
AC
8
Armistice Capital
New York
$26M +$2.76M +56,000 +13%
Bank of America
9
Bank of America
North Carolina
$22.5M +$1.78M +36,199 +9%
BIP
10
Brandes Investment Partners
California
$21.8M +$286K +5,814 +1%
First Eagle Investment Management
11
First Eagle Investment Management
New York
$20.2M +$14.4M +293,487 +333%
FWIA
12
Fort Washington Investment Advisors
Ohio
$16.9M +$15.7M +319,936 New
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$12.3M -$1M -20,364 -8%
Morgan Stanley
14
Morgan Stanley
New York
$10.8M +$4.02M +81,688 +67%
Invesco
15
Invesco
Georgia
$10.6M +$3.8M +77,288 +62%
Federated Hermes
16
Federated Hermes
Pennsylvania
$9.82M +$3.28M +66,631 +56%
Northern Trust
17
Northern Trust
Illinois
$9.27M -$935K -18,992 -10%
Millennium Management
18
Millennium Management
New York
$8.63M +$5.42M +110,129 +208%
CGH
19
Crossmark Global Holdings
Texas
$7.88M +$7.33M +148,843 New
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$7.66M -$5.44M -110,453 -43%
ClearBridge Investments
21
ClearBridge Investments
New York
$7.63M +$2.13M +43,179 +43%
DG
22
Discerene Group
Connecticut
$7.27M +$6.76M +137,408 New
Goldman Sachs
23
Goldman Sachs
New York
$6.49M +$5.69M +115,623 +1,660%
AQR Capital Management
24
AQR Capital Management
Connecticut
$6.08M +$2.79M +56,611 +97%
Wells Fargo
25
Wells Fargo
California
$6M +$1.84M +37,464 +49%

KOF Hedge Fund Activity: Q2 2021 in Review

142 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2021, worth a combined $1.07B — up 27% from $845M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new KOF positions and 18 closed out — a net gain of 20 holders — while 50 added to existing stakes and 25 trimmed.

The largest buyer was Seafarer Capital Partners, opening a new position worth an estimated $47.6M. The largest seller was Janus Henderson Group, exiting entirely with an estimated $24.3M sold.

  • 142 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2021, up from 122 in Q1 2021.
  • Funds reported $1.07B of Coca-Cola Femsa stock for Q2 2021, up 27% quarter-over-quarter.
  • 38 funds opened new Coca-Cola Femsa positions in Q2 2021 and 18 closed out, a net change of +20 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2021 was Seafarer Capital Partners, an estimated $47.6M added.
  • The largest Coca-Cola Femsa seller in Q2 2021 was Janus Henderson Group, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2021.