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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
WFI
101
West Family Investments
California
$201K
US Bancorp
102
US Bancorp
Minnesota
$193K +$16K +302 +9%
IRC
103
Investors Research Corp
Georgia
$164K
Osaic Holdings
104
Osaic Holdings
Arizona
$156K -$351K -6,605 -70%
Russell Investments Group
105
Russell Investments Group
United Kingdom
$125K +$122K +2,306 New
JWA
106
JFS Wealth Advisors
Pennsylvania
$99K +$1.22K +23 +1%
CAL
107
Capital Analysts LLC
Pennsylvania
$92K +$15.1K +284 +20%
BAM
108
Byrne Asset Management
New Jersey
$90K +$87.6K +1,650 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$81K +$9.87K +186 +14%
FAG
110
Fortitude Advisory Group
Washington
$67K +$65.3K +1,231 New
ERSOT
111
Employees Retirement System of Texas
Texas
$64K +$61.7K +1,163 New
CA
112
Centerpoint Advisors
Massachusetts
$56K +$54.5K +1,026 New
MW
113
Milestone Wealth
New York
$48K +$46.6K +878 New
QCG
114
Quadrant Capital Group
Ohio
$41K -$25.4K -479 -39%
Legal & General Group
115
Legal & General Group
United Kingdom
$38K
PA
116
Parallel Advisors
California
$30K -$12.3K -231 -29%
Barclays
117
Barclays
United Kingdom
$25K -$817K -15,389 -97%
COCM
118
Charter Oak Capital Management
New Hampshire
$24K +$7.8K +147 +49%
ZIG
119
Zullo Investment Group
Pennsylvania
$22K +$21.2K +400 New
FPB
120
First PREMIER Bank
South Dakota
$21K
S
121
SignatureFD
Georgia
$18K -$1.38K -26 -7%
JFGIW
122
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$17K -$7.91K -149 -32%
GWS
123
Glassman Wealth Services
Virginia
$14K +$1.59K +30 +13%
New York State Common Retirement Fund
124
New York State Common Retirement Fund
New York
$14K +$13.5K +254 New
Rockefeller Capital Management
125
Rockefeller Capital Management
New York
$13K +$1.65K +31 +14%

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.