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Coca-Cola Femsa
KOF

160 hedge funds and large institutions have $1.16B invested in Coca-Cola Femsa in 2022 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

24,682% more call options, than puts

Call options by funds: $5.45M | Put options by funds: $22K

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

16% more funds holding

Funds holding: 138 → 160 (+22)

9% more capital invested

Capital invested by funds: $1.06B → $1.16B (+$98.2M)

0.13% more ownership

Funds ownership: 3.86% → 3.98% (+0.13%)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

Holders
160
Holders Change
+22
Holders Change %
+15.94%
% of All Funds
2.7%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
37
Increased
53
Reduced
40
Closed
13
Calls
$5.45M
Puts
$22K
Net Calls
+$5.43M
Net Calls Change
+$4.2M

Top Buyers

Rank Fund Capital Flow
1
IUHSA
Itau Unibanco Holding S.A.
Brazil
+$25.5M
2
CCM
Cullen Capital Management
New York
+$10.3M
3
Morgan Stanley
Morgan Stanley
New York
+$8.39M
4
Lazard Asset Management
Lazard Asset Management
New York
+$7.5M
5
Deutsche Bank
Deutsche Bank
Germany
+$7.41M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$18M
2
TBC
Tweedy, Browne Co
Connecticut
-$13.9M
3
BIP
Brandes Investment Partners
California
-$7.62M
4
SCP
Seafarer Capital Partners
California
-$7.29M
5
Millennium Management
Millennium Management
New York
-$5.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
Natixis Advisors
26
Natixis Advisors
Massachusetts
$6.23M +$4.66M +83,195 +282%
Invesco
27
Invesco
Georgia
$6.22M -$593K -10,584 -9%
Wells Fargo
28
Wells Fargo
California
$6.18M +$346K +6,178 +6%
DG
29
Discerene Group
Connecticut
$6.02M -$1.59M -28,445 -21%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$5.82M +$630K +11,233 +12%
Caisse de Depot et Placement du Quebec (CDPQ)
31
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$5.23M +$5.3M +94,610 New
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$4.62M +$428K +7,642 +10%
SEI Investments
33
SEI Investments
Pennsylvania
$4.34M -$255K -4,551 -5%
MCP
34
Martin Capital Partners
Oregon
$4.14M +$107K +1,913 +3%
JP Morgan Chase
35
JP Morgan Chase
New York
$3.61M +$3.42M +61,099 +1,443%
CCM
36
Causeway Capital Management
California
$3.29M +$3.34M +59,514 New
Truist Financial
37
Truist Financial
North Carolina
$3.17M +$249K +4,441 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
38
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.16M -$2.28M -40,700 -42%
UBS Group
39
UBS Group
Switzerland
$3.12M +$231K +4,120 +8%
FCH
40
Freestone Capital Holdings
Washington
$3.05M -$701K -12,505 -18%
Jane Street
41
Jane Street
New York
$2.85M +$1.29M +23,087 +81%
PAM
42
Panagora Asset Management
Massachusetts
$2.06M +$2.08M +37,196 New
APG Asset Management
43
APG Asset Management
Netherlands
$2.02M -$2M -35,600 -48%
LPL Financial
44
LPL Financial
California
$1.99M +$183K +3,268 +10%
Canada Pension Plan Investment Board
45
Canada Pension Plan Investment Board
Ontario, Canada
$1.95M +$1.98M +35,300 New
VAM
46
Vontobel Asset Management
New York
$1.93M – – –
Citigroup
47
Citigroup
New York
$1.79M +$49.8K +889 +3%
Stifel Financial
48
Stifel Financial
Missouri
$1.77M +$227K +4,042 +14%
RJA
49
Raymond James & Associates
Florida
$1.71M +$218K +3,888 +14%
Qube Research & Technologies (QRT)
50
Qube Research & Technologies (QRT)
United Kingdom
$1.64M -$2.41M -42,990 -59%
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KOF Hedge Fund Activity: Q2 2022 in Review

160 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q2 2022, worth a combined $1.16B — up 9.3% from $1.06B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new KOF positions and 13 closed out — a net gain of 24 holders — while 53 added to existing stakes and 40 trimmed.

The largest buyer was Itau Unibanco Holding S.A., opening a new position worth an estimated $25.5M. The largest seller was BlackRock, cutting an estimated $18M.

  • 160 institutional investors held Coca-Cola Femsa (KOF) as of Q2 2022, up from 138 in Q1 2022.
  • Funds reported $1.16B of Coca-Cola Femsa stock for Q2 2022, up 9.3% quarter-over-quarter.
  • 37 funds opened new Coca-Cola Femsa positions in Q2 2022 and 13 closed out, a net change of +24 holders.
  • The largest Coca-Cola Femsa buyer in Q2 2022 was Itau Unibanco Holding S.A., an estimated $25.5M added.
  • The largest Coca-Cola Femsa seller in Q2 2022 was BlackRock, an estimated $18M sold.

Based on aggregated 13F filings for Q2 2022.