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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
IA
126
IFP Advisors
Florida
$12K
LC
127
Lindbrook Capital
California
$10K -$4.19K -79 -31%
UB
128
UMB Bank
Missouri
$10K +$9.24K +174 New
BWM
129
BerganKDV Wealth Management
Minnesota
$10K +$9.93K +187 New
PB
130
Pinnacle Bancorp
Nebraska
$9K
APA
131
American Portfolios Advisors
New York
$8.22K
BNP Paribas Financial Markets
132
BNP Paribas Financial Markets
France
$7.56K
TWC
133
TD Waterhouse Canada
Ontario, Canada
$6.73K +$6.53K +123 New
HNB
134
Huntington National Bank
Ohio
$6K -$12.3K -232 -70%
FHA
135
First Horizon Advisors
Tennessee
$6K
BIA
136
Bell Investment Advisors
California
$6K +$5.41K +102 New
PFGIA
137
Patriot Financial Group Insurance Agency
Massachusetts
$5K -$2.65K -50 -33%
EWA
138
EverSource Wealth Advisors
Alabama
$5K +$4.83K +91 New
HWA
139
HHM Wealth Advisors
Tennessee
$4K
RFA
140
Reilly Financial Advisors
California
$3K
TAIM
141
TD Ameritrade Investment Management
Nebraska
$3K +$955 +18 +58%
RCM
142
Regency Capital Management
Hawaii
$3K +$2.12K +40 +200%
National Bank of Canada
143
National Bank of Canada
Quebec, Canada
$3K +$2.44K +46 New
CP
144
Castleview Partners
Texas
$2.02K +$5.87M +110,657 New
DHGWA
145
Dixon Hughes Goodman Wealth Advisors
North Carolina
$2K +$2.02K +38 New
EBA
146
Eagle Bay Advisors
New York
$1K -$1.22K -23 -50%
CWC
147
Carolinas Wealth Consulting
North Carolina
$1K
FPS
148
Fieldpoint Private Securities
Connecticut
$1K
PCG
149
Private Capital Group
Connecticut
$1K
EVM
150
Eaton Vance Management
Massachusetts
$1K +$849 +16 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.