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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
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$305K
VC
127
Veracity Capital
Georgia
$303K +$291K +4,464 New
QCM
128
Quantinno Capital Management
New York
$300K +$288K +4,418 New
CWP
129
Curated Wealth Partners
California
$285K +$29.6K +454 +12%
VAS
130
Vestmark Advisory Solutions
Massachusetts
$258K +$248K +3,805 New
CG
131
Caprock Group
Idaho
$248K +$238K +3,659 New
QWM
132
QP Wealth Management
New Jersey
$246K -$43.5K -668 -16%
FA
133
FDx Advisors
Illinois
$239K -$14.3K -220 -6%
Creative Planning
134
Creative Planning
Kansas
$237K +$227K +3,489 New
AIM
135
Alhambra Investment Management
Florida
$235K -$5.21K -80 -2%
Squarepoint
136
Squarepoint
New York
$231K +$222K +3,409 New
DC
137
Davenport & Co
Virginia
$231K -$93K -1,429 -30%
HighTower Advisors
138
HighTower Advisors
Illinois
$231K +$221K +3,394 New
PPFA
139
Provida Pension Fund Administrator
Chile
$226K
US Bancorp
140
US Bancorp
Minnesota
$219K -$12.7K -195 -6%
BWP
141
BSW Wealth Partners
Colorado
$218K +$209K +3,214 New
Balyasny Asset Management
142
Balyasny Asset Management
Illinois
$213K -$89.1K -1,368 -30%
QCG
143
Quadrant Capital Group
Ohio
$204K -$3.65K -56 -2%
IRC
144
Investors Research Corp
Georgia
$204K
MML Investors Services
145
MML Investors Services
Massachusetts
$202K +$194K +2,975 New
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$193K -$32.8K -504 -15%
WSC
147
Wellington Shields & Co
New York
$173K +$166K +2,550 New
PCM
148
Penserra Capital Management
California
$166K +$160K +2,451 New
Pacer Advisors
149
Pacer Advisors
Pennsylvania
$157K +$150K +2,308 New
ACA
150
Atlas Capital Advisors
Wyoming
$146K +$115K +1,774 +462%

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.