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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
HWAM
101
Hennion & Walsh Asset Management
New Jersey
$565K +$81.8K +1,257 +18%
AA
102
ALPS Advisors
Colorado
$561K +$538K +8,270 New
Mariner
103
Mariner
Kansas
$548K +$79.4K +1,220 +18%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$544K +$522K +8,013 New
MM
105
MQS Management
New York
$541K +$519K +7,972 New
EGM
106
Engineers Gate Manager
New York
$537K +$515K +7,917 New
Neuberger Berman Group
107
Neuberger Berman Group
New York
$507K +$32K +491 +7%
YIH
108
Y-Intercept (HK)
Hong Kong
$498K +$477K +7,334 New
VM
109
VPR Management
Texas
$462K +$443K +6,809 New
VPIM
110
Vanguard Personalized Indexing Management
California
$452K -$21.1K -324 -5%
MCM
111
MAI Capital Management
Ohio
$448K +$153K +2,353 +55%
AAS
112
Avantax Advisory Services
Texas
$439K +$421K +6,465 New
CAN
113
Cetera Advisor Networks
California
$427K +$409K +6,285 New
SP
114
Symmetry Partners
Connecticut
$426K +$88.5K +1,360 +28%
SMDAM
115
Sumitomo Mitsui DS Asset Management
Japan
$407K
DTL
116
Dynamic Technology Lab
Singapore
$388K -$137K -2,100 -27%
HSA
117
HBK Sorce Advisory
Pennsylvania
$379K +$116K +1,783 +47%
TC
118
TownSquare Capital
Utah
$378K +$363K +5,570 New
IP
119
Investment Partners
Ohio
$366K -$126K -1,931 -26%
Janney Montgomery Scott
120
Janney Montgomery Scott
Pennsylvania
$365K +$79.7K +1,224 +30%
Corient Private Wealth
121
Corient Private Wealth
Florida
$353K +$339K +5,205 New
CIC
122
Chase Investment Counsel
Virginia
$341K +$328K +5,038 New
RC
123
RBF Capital
California
$339K
Cetera Investment Advisers
124
Cetera Investment Advisers
Illinois
$336K +$38.1K +585 +13%
FTDI
125
First Trust Direct Indexing
Massachusetts
$312K +$8.4K +129 +3%

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.