Coca-Cola Femsa
138 hedge funds and large institutions have $1.06B invested in Coca-Cola Femsa in 2022 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 60 increasing their positions, 37 reducing their positions, and 23 closing their positions.
2,865% more call options, than puts
Call options by funds: $1.27M | Put options by funds: $43K
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
62% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 37
0.04% less ownership
Funds ownership: 3.9% → 3.86% (-0.04%)
5% less capital invested
Capital invested by funds: $1.12B → $1.06B (-$58.2M)
9% less funds holding
Funds holding: 152 → 138 (-14)
48% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
+$4.48M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$3.34M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$2.73M |
| 4 |
AWA
Aaron Wealth Advisors
Chicago,
Illinois
|
+$1.95M |
| 5 |
BlackRock
New York
|
+$1.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TBC
Tweedy, Browne Co
Stamford,
Connecticut
|
-$4.94M |
| 2 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$4.72M |
| 3 |
JP Morgan Chase
New York
|
-$2.57M |
| 4 |
Goldman Sachs
New York
|
-$2.18M |
| 5 |
Lazard Asset Management
New York
|
-$1.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
EGM
151
Engineers Gate Manager
New York
| – | -$222K | -4,060 | Closed |
|
|
ERSOT
152
Employees Retirement System of Texas
Austin,
Texas
| – | -$64K | -1,163 | Closed |
|
153
New York State Common Retirement Fund
Albany,
New York
| – | -$14K | -254 | Closed |
|
|
BWM
154
BerganKDV Wealth Management
Bloomington,
Minnesota
| – | -$10K | -187 | Closed |
|
155
BNP Paribas Financial Markets
Paris,
France
| – | -$7.56K | -138 | Closed |
|
|
FHA
156
First Horizon Advisors
Memphis,
Tennessee
| – | -$6K | -115 | Closed |
|
|
RCM
157
Regency Capital Management
Honolulu,
Hawaii
| – | -$3K | -60 | Closed |
|
|
DHGWA
158
Dixon Hughes Goodman Wealth Advisors
Asheville,
North Carolina
| – | -$2K | -38 | Closed |
|
|
CWC
159
Carolinas Wealth Consulting
Charlotte,
North Carolina
| – | -$1K | -23 | Closed |
|
|
EBA
160
Eagle Bay Advisors
New York
| – | -$1K | -23 | Closed |
|
|
EVM
161
Eaton Vance Management
Boston,
Massachusetts
| – | -$1K | -16 | Closed |
|
KOF Hedge Fund Activity: Q1 2022 in Review
138 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q1 2022, worth a combined $1.06B — down 5.2% from $1.12B a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of KOF and 12 opened new positions — a net loss of 11 holders — while 37 trimmed existing stakes and 60 added.
The largest buyer was AQR Capital Management, adding an estimated $4.48M. The largest seller was Tweedy, Browne Co, cutting an estimated $4.94M.
- 138 institutional investors held Coca-Cola Femsa (KOF) as of Q1 2022, down from 152 in Q4 2021.
- Funds reported $1.06B of Coca-Cola Femsa stock for Q1 2022, down 5.2% quarter-over-quarter.
- 12 funds opened new Coca-Cola Femsa positions in Q1 2022 and 23 closed out, a net change of -11 holders.
- The largest Coca-Cola Femsa buyer in Q1 2022 was AQR Capital Management, an estimated $4.48M added.
- The largest Coca-Cola Femsa seller in Q1 2022 was Tweedy, Browne Co, an estimated $4.94M sold.
Based on aggregated 13F filings for Q1 2022.