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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
GF
76
Gabelli Funds
New York
$548K
OC
77
Oppenheimer & Co
New York
$548K
Ameriprise
78
Ameriprise
Minnesota
$546K -$88.3K -1,663 -14%
APG Asset Management
79
APG Asset Management
Netherlands
$543K -$1.51M -28,400 -72%
MSAM
80
Moloney Securities Asset Management
Missouri
$540K +$21.2K +400 +4%
AAM
81
Advisors Asset Management
Colorado
$506K +$170K +3,204 +53%
DADC
82
D.A. Davidson & Co
Montana
$485K
Mercer Global Advisors
83
Mercer Global Advisors
Colorado
$444K +$24.4K +460 +6%
OAM
84
Oppenheimer Asset Management
New York
$409K -$14.9K -280 -4%
VF
85
Virtu Financial
New York
$405K +$392K +7,392 New
SP
86
Symmetry Partners
Connecticut
$366K +$355K +6,689 New
PPFA
87
Provida Pension Fund Administrator
Chile
$364K +$173K +3,266 +100%
VC
88
Veracity Capital
Georgia
$342K -$6.32K -119 -2%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$295K +$46.7K +880 +20%
DC
90
Davenport & Co
Virginia
$284K +$275K +5,190 New
RHBC
91
R.H. Bluestein & Co
Michigan
$274K
Sumitomo Mitsui Trust Group
92
Sumitomo Mitsui Trust Group
Japan
$262K
TRCT
93
Tower Research Capital (TRC)
New York
$258K +$122K +2,293 +95%
MM
94
MQS Management
New York
$243K +$235K +4,427 New
NAM
95
NTV Asset Management
West Virginia
$225K
CCIA
96
Campbell & Co Investment Adviser
Maryland
$225K +$218K +4,100 New
EI
97
Ethic Inc
New York
$225K +$218K +4,102 New
Bank of Montreal
98
Bank of Montreal
Ontario, Canada
$224K +$1.75K +33 +0.8%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$222K -$584 -11 -0.3%
EGM
100
Engineers Gate Manager
New York
$222K +$216K +4,060 New

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.