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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.

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: 33 (0)

1% less funds holding

Funds holding: 142140 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Gates Foundation Trust
1
Gates Foundation Trust
Washington
$350M
TBC
2
Tweedy, Browne Co
Connecticut
$158M -$194K -3,472 -0.1%
Renaissance Technologies
3
Renaissance Technologies
New York
$94M -$2.38M -42,500 -2%
BlackRock
4
BlackRock
New York
$59.2M +$313K +5,594 +0.5%
SCP
5
Seafarer Capital Partners
California
$59.1M +$4.67M +83,489 +9%
Macquarie Group
6
Macquarie Group
Australia
$55.1M -$384K -6,860 -0.7%
BAM
7
Burgundy Asset Management
Ontario, Canada
$30.6M -$4.87M -87,066 -14%
FWIA
8
Fort Washington Investment Advisors
Ohio
$27.3M +$9.29M +165,935 +52%
Goldman Sachs
9
Goldman Sachs
New York
$24.9M +$17.9M +320,360 +261%
First Eagle Investment Management
10
First Eagle Investment Management
New York
$21.5M
BIP
11
Brandes Investment Partners
California
$20.8M -$2.41M -42,989 -10%
Bank of America
12
Bank of America
North Carolina
$18.2M -$5.64M -100,688 -24%
Lazard Asset Management
13
Lazard Asset Management
New York
$17.8M +$17.1M +305,266 +2,995%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$13M -$99.2K -1,772 -0.8%
Morgan Stanley
15
Morgan Stanley
New York
$11.8M +$272K +4,859 +2%
Federated Hermes
16
Federated Hermes
Pennsylvania
$10.7M +$293K +5,233 +3%
Invesco
17
Invesco
Georgia
$10.2M -$1.07M -19,070 -9%
CGH
18
Crossmark Global Holdings
Texas
$8.81M +$429K +7,665 +5%
Wells Fargo
19
Wells Fargo
California
$8.33M +$1.95M +34,825 +31%
ClearBridge Investments
20
ClearBridge Investments
New York
$8.21M +$100K +1,789 +1%
AQR Capital Management
21
AQR Capital Management
Connecticut
$8.09M +$1.62M +28,946 +25%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$7.92M -$221K -3,944 -3%
DG
23
Discerene Group
Connecticut
$7.73M
Millennium Management
24
Millennium Management
New York
$6.72M -$2.44M -43,583 -27%
PPA
25
Parametric Portfolio Associates
Washington
$6.05M -$274K -4,903 -4%

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.