We are live on ! Find out more
KOF icon

Coca-Cola Femsa

152 hedge funds and large institutions have $1.12B invested in Coca-Cola Femsa in 2021 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 45 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

231% more call options, than puts

Call options by funds: $3.23M | Put options by funds: $975K

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

9% more funds holding

Funds holding: 140152 (+12)

0.03% more ownership

Funds ownership: 3.87%3.9% (+0.03%)

2% less capital invested

Capital invested by funds: $1.14B → $1.12B (-$23M)

2% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 46

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
152
Holders Change
+12
Holders Change %
+8.57%
% of All Funds
2.34%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
34
Increased
45
Reduced
46
Closed
22
Calls
$3.23M
Puts
$975K
Net Calls
+$2.26M
Net Calls Change
+$254K
Name Holding Trade Value Shares
Change
Change in
Stake
Wells Fargo
26
Wells Fargo
California
$5.59M -$2.44M -46,031 -31%
SEI Investments
27
SEI Investments
Pennsylvania
$5.22M +$646K +12,174 +15%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$4.28M +$719K +13,555 +21%
Grantham, Mayo, Van Otterloo & Co (GMO)
29
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.13M +$398K +7,507 +11%
OSAM
30
O'Shaughnessy Asset Management
Connecticut
$4.1M -$653K -12,298 -14%
MCP
31
Martin Capital Partners
Oregon
$3.81M +$3.13K +59 +0.1%
FCH
32
Freestone Capital Holdings
Washington
$3.66M -$142K -2,675 -4%
UBS Group
33
UBS Group
Switzerland
$2.92M +$377K +7,106 +15%
JP Morgan Chase
34
JP Morgan Chase
New York
$2.87M +$2.48M +46,678 +808%
Truist Financial
35
Truist Financial
North Carolina
$2.58M +$342K +6,438 +16%
Acadian Asset Management
36
Acadian Asset Management
Massachusetts
$2.53M +$1.58M +29,689 +180%
CI
37
Cambiar Investors
Colorado
$2.48M -$170K -3,206 -7%
Citadel Advisors
38
Citadel Advisors
Florida
$2.03M +$212K +3,994 +12%
VAM
39
Vontobel Asset Management
New York
$1.91M
CCM
40
Cullen Capital Management
New York
$1.8M
RJA
41
Raymond James & Associates
Florida
$1.76M +$337K +6,349 +25%
ASN
42
Advisory Services Network
Georgia
$1.71M -$333K -6,273 -17%
ANTB
43
AMG National Trust Bank
Colorado
$1.61M +$4.88K +92 +0.3%
Natixis Advisors
44
Natixis Advisors
Massachusetts
$1.61M +$51.6K +972 +3%
HFS
45
Hantz Financial Services
Michigan
$1.48M +$51.2K +965 +4%
AI
46
Atria Investments
North Carolina
$1.47M +$36.1K +680 +3%
Stifel Financial
47
Stifel Financial
Missouri
$1.47M -$815K -15,345 -36%
Arrowstreet Capital
48
Arrowstreet Capital
Massachusetts
$1.45M +$1.41M +26,498 New
PG
49
Pendal Group
Australia
$1.41M -$130K -2,445 -9%
GC
50
Guggenheim Capital
Illinois
$1.41M +$29.9K +563 +2%

KOF Hedge Fund Activity: Q4 2021 in Review

152 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2021, worth a combined $1.12B — down 2% from $1.14B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new KOF positions and 22 closed out — a net gain of 12 holders — while 45 added to existing stakes and 46 trimmed.

The largest buyer was AQR Capital Management, adding an estimated $12.7M. The largest seller was Crossmark Global Holdings, exiting entirely with an estimated $8.81M sold.

  • 152 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2021, up from 140 in Q3 2021.
  • Funds reported $1.12B of Coca-Cola Femsa stock for Q4 2021, down 2% quarter-over-quarter.
  • 34 funds opened new Coca-Cola Femsa positions in Q4 2021 and 22 closed out, a net change of +12 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2021 was AQR Capital Management, an estimated $12.7M added.
  • The largest Coca-Cola Femsa seller in Q4 2021 was Crossmark Global Holdings, an estimated $8.81M sold.

Based on aggregated 13F filings for Q4 2021.