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Coca-Cola Femsa

199 hedge funds and large institutions have $1.56B invested in Coca-Cola Femsa in 2022 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 70 increasing their positions, 56 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

781% more call options, than puts

Call options by funds: $6.68M | Put options by funds: $759K

200% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 15

25% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 56

25% more capital invested

Capital invested by funds: $1.25B → $1.56B (+$310M)

15% more funds holding

Funds holding: 173199 (+26)

0.32% more ownership

Funds ownership: 4.1%4.43% (+0.32%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

Holders
199
Holders Change
+26
Holders Change %
+15.03%
% of All Funds
3.2%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
45
Increased
70
Reduced
56
Closed
15
Calls
$6.68M
Puts
$759K
Net Calls
+$5.93M
Net Calls Change
+$438K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$4.04M -$3.31M -50,890 -46%
MFS
52
Mirabella Financial Services
United Kingdom
$3.73M +$3.57M +54,903 New
PCM
53
Prelude Capital Management
New York
$3.72M +$1.47M +22,613 +70%
Jane Street
54
Jane Street
New York
$3.71M +$2.77M +42,617 +348%
Northern Trust
55
Northern Trust
Illinois
$3.7M +$639K +9,819 +22%
RWM
56
Ritholtz Wealth Management
New York
$3.41M +$561K +8,622 +21%
Voloridge Investment Management
57
Voloridge Investment Management
Florida
$3.01M +$2.89M +44,359 New
LPL Financial
58
LPL Financial
California
$2.87M +$162K +2,490 +6%
DWA
59
Dorsey Wright & Associates
California
$2.68M +$2.57M +39,508 New
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$2.65M +$2.42M +37,100 +1,906%
Citigroup
61
Citigroup
New York
$2.27M -$100K -1,538 -4%
PAM
62
Panagora Asset Management
Massachusetts
$2.18M +$311K +4,771 +17%
QC
63
Quadrature Capital
United Kingdom
$2.15M +$673K +10,332 +48%
SFI
64
Susquehanna Fundamental Investments
Pennsylvania
$2.04M +$1.51M +23,173 +336%
Osaic Holdings
65
Osaic Holdings
Arizona
$2M +$280K +4,307 +17%
ANTB
66
AMG National Trust Bank
Colorado
$2M -$2.28K -35 -0.1%
RG
67
Renaissance Group
Kentucky
$1.75M +$22.3K +342 +1%
PG
68
Pendal Group
Australia
$1.37M -$466K -7,160 -26%
ACM
69
Aquatic Capital Management
Illinois
$1.36M +$1.31M +20,100 New
FIM
70
Freedom Investment Management
Connecticut
$1.36M -$68.9K -1,058 -5%
LSV Asset Management
71
LSV Asset Management
Illinois
$1.34M +$26K +400 +2%
AAM
72
Advisors Asset Management
Colorado
$1.34M +$97.8K +1,502 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
73
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.32M -$2.4M -36,820 -65%
VCWA
74
Vanguard Capital Wealth Advisors
Colorado
$1.31M -$595K -9,136 -32%
ZIG
75
Zurich Insurance Group
Switzerland
$1.31M

KOF Hedge Fund Activity: Q4 2022 in Review

199 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q4 2022, worth a combined $1.56B — up 25% from $1.25B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new KOF positions and 15 closed out — a net gain of 30 holders — while 70 added to existing stakes and 56 trimmed.

The largest buyer was Robeco Institutional Asset Management, opening a new position worth an estimated $68.4M. The largest seller was BlackRock, cutting an estimated $30.1M.

  • 199 institutional investors held Coca-Cola Femsa (KOF) as of Q4 2022, up from 173 in Q3 2022.
  • Funds reported $1.56B of Coca-Cola Femsa stock for Q4 2022, up 25% quarter-over-quarter.
  • 45 funds opened new Coca-Cola Femsa positions in Q4 2022 and 15 closed out, a net change of +30 holders.
  • The largest Coca-Cola Femsa buyer in Q4 2022 was Robeco Institutional Asset Management, an estimated $68.4M added.
  • The largest Coca-Cola Femsa seller in Q4 2022 was BlackRock, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2022.