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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
CGH
151
Crossmark Global Holdings
Texas
-$8.81M -156,508 Closed
ACI
152
AMP Capital Investors
Australia
-$2.99M -53,065 Closed
SW
153
SVB Wealth
Massachusetts
-$2.24M -39,739 Closed
Connor, Clark & Lunn Investment Management (CC&L)
154
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
-$1.53M -27,272 Closed
HighTower Advisors
155
HighTower Advisors
Illinois
-$1.34M -23,846 Closed
SPC
156
Sigma Planning Corp
Michigan
-$588K -10,444 Closed
AA
157
ALPS Advisors
Colorado
-$522K -9,283 Closed
SI
158
Stephens Inc
Arkansas
-$522K -9,281 Closed
Canada Pension Plan Investment Board
159
Canada Pension Plan Investment Board
Ontario, Canada
-$512K -9,100 Closed
Man Group
160
Man Group
United Kingdom
-$349K -6,200 Closed
BBP
161
Banco BTG Pactual
Brazil
-$270K -4,804 Closed
CS
162
Credit Suisse
Switzerland
-$232K -4,117 Closed
Pacer Advisors
163
Pacer Advisors
Pennsylvania
-$83K -1,474 Closed
Simplex Trading
164
Simplex Trading
Illinois
-$36.8K -693 Closed
Deutsche Bank
165
Deutsche Bank
Germany
-$27K -485 Closed
AF
166
Advisornet Financial
Minnesota
-$18K -324 Closed
AWA
167
Arkadios Wealth Advisors
Georgia
-$14K -266 Closed
DOA
168
D'Orazio & Associates
Virginia
-$2K -35 Closed
LJHT
169
Laurie J. Hall Trustee
-$1K -25 Closed
TWP
170
TFO Wealth Partners
Ohio
-$1K -25 Closed
MG
171
MilWealth Group
Wisconsin
-$1.24K -22 Closed
FDCDDQ
172
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$394 -7 Closed
NFG
173
Next Financial Group
Texas
+$106 +2 New
Carson Wealth (CWM LLC)
174
Carson Wealth (CWM LLC)
Nebraska
+$318 +6 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.