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Coca-Cola Femsa

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: 138160 (+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: 44 (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
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
76
Arkfeld Wealth Strategies
Nebraska
$642K +$673 +12 +0.1%
Ameriprise
77
Ameriprise
Minnesota
$641K -$11.4K -204 -2%
SIA
78
Schechter Investment Advisors
Michigan
$640K -$366K -6,533 -36%
S
79
SimplyRich
California
$628K -$1.4K -25 -0.2%
Acadian Asset Management
80
Acadian Asset Management
Massachusetts
$616K -$838K -14,958 -57%
PFS
81
Prospera Financial Services
Texas
$600K +$603K +10,758 +10,758%
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$580K +$4.09K +73 +0.7%
CWM
83
Cordatus Wealth Management
Pennsylvania
$567K +$575K +10,261 New
TWC
84
TD Waterhouse Canada
Ontario, Canada
$566K +$556K +9,920 +8,065%
BMSSC
85
B. Metzler seel. Sohn & Co
Germany
$565K +$573K +10,219 New
AIC
86
Archer Investment Corporation
Indiana
$564K
GF
87
Gabelli Funds
New York
$553K
Mercer Global Advisors
88
Mercer Global Advisors
Colorado
$546K +$133K +2,364 +31%
DADC
89
D.A. Davidson & Co
Montana
$521K +$5.61K +100 +1%
BA
90
Bristlecone Advisors
Washington
$515K +$295K +5,270 +130%
EGM
91
Engineers Gate Manager
New York
$486K +$493K +8,787 New
CCM
92
Community Capital Management
Florida
$425K +$432K +7,700 New
CCIA
93
Campbell & Co Investment Adviser
Maryland
$424K +$156K +2,779 +57%
VC
94
Veracity Capital
Georgia
$366K +$5.55K +99 +2%
Squarepoint
95
Squarepoint
New York
$357K +$362K +6,463 New
SG Americas Securities
96
SG Americas Securities
New York
$339K +$343K +6,125 New
VPIM
97
Vanguard Personalized Indexing Management
California
$338K +$343K +6,113 New
Northern Trust
98
Northern Trust
Illinois
$314K -$164K -2,928 -34%
YIH
99
Y-Intercept (HK)
Hong Kong
$306K +$310K +5,539 New
JMPWA
100
JP Morgan Private Wealth Advisors
California
$299K +$303K +5,411 New

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.