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Coca-Cola Femsa

173 hedge funds and large institutions have $1.25B invested in Coca-Cola Femsa in 2022 Q3 according to their latest regulatory filings, with 37 funds opening new positions, 65 increasing their positions, 42 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

973% more call options, than puts

Call options by funds: $6.05M | Put options by funds: $564K

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

55% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 42

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

8% more capital invested

Capital invested by funds: $1.16B → $1.25B (+$98M)

8% more funds holding

Funds holding: 160173 (+13)

0.12% more ownership

Funds ownership: 3.98%4.1% (+0.12%)

Holders
173
Holders Change
+13
Holders Change %
+8.13%
% of All Funds
2.98%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.09%
New
37
Increased
65
Reduced
42
Closed
22
Calls
$6.05M
Puts
$564K
Net Calls
+$5.49M
Net Calls Change
+$58K
Name Holding Trade Value Shares
Change
Change in
Stake
LC
151
Lindbrook Capital
California
$14K +$775 +13 +6%
UB
152
UMB Bank
Missouri
$13K +$1.01K +17 +8%
FRA
153
Front Row Advisors
California
$11K +$11.2K +188 New
Simplex Trading
154
Simplex Trading
Illinois
$10K +$4.47K +75 +67%
BTI
155
Blue Trust Inc
Georgia
$9K +$7.63K +128 +533%
WFA
156
Wipfli Financial Advisors
Wisconsin
$7K +$7.63K +128 New
AssetMark Inc
157
AssetMark Inc
California
$6K -$238 -4 -4%
EWA
158
EverSource Wealth Advisors
Alabama
$6K +$715 +12 +13%
Bank of Montreal
159
Bank of Montreal
Ontario, Canada
$5.32K +$4.9M +82,208 +2,213%
PB
160
Pinnacle Bancorp
Nebraska
$5K -$2.74K -46 -35%
CP
161
Castleview Partners
Texas
$4K +$3.76K +63 +630%
FGAM
162
Financial Gravity Asset Management
Texas
$3.71K +$58.8K +986 New
FHA
163
First Horizon Advisors
Tennessee
$3K
TAIM
164
TD Ameritrade Investment Management
Nebraska
$3K
AF
165
Allworth Financial
California
$2K +$596 +10 +38%
BIA
166
Bell Investment Advisors
California
$1K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$1K
SC
168
Schubert & Co
Texas
$1K +$60 +1 +8%
MHR
169
Matthew Hamilton Rosenberg
$1K +$596 +10 New
MBFW
170
Morton Brown Family Wealth
Pennsylvania
$1K +$596 +10 New
VCM
171
Versant Capital Management
Arizona
$1K +$715 +12 New
UOTTAIMCU
172
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1K +$835 +14 New
Caisse de Depot et Placement du Quebec (CDPQ)
173
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$5.23M -94,610 Closed
VAM
174
Vontobel Asset Management
New York
-$1.93M -34,825 Closed
Allianz Asset Management
175
Allianz Asset Management
Germany
-$980K -17,733 Closed

KOF Hedge Fund Activity: Q3 2022 in Review

173 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Coca-Cola Femsa (KOF) for Q3 2022, worth a combined $1.25B — up 8.5% from $1.16B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new KOF positions and 22 closed out — a net gain of 15 holders — while 65 added to existing stakes and 42 trimmed.

The largest buyer was Cullen Capital Management, adding an estimated $15.9M. The largest seller was AQR Capital Management, cutting an estimated $20.5M.

  • 173 institutional investors held Coca-Cola Femsa (KOF) as of Q3 2022, up from 160 in Q2 2022.
  • Funds reported $1.25B of Coca-Cola Femsa stock for Q3 2022, up 8.5% quarter-over-quarter.
  • 37 funds opened new Coca-Cola Femsa positions in Q3 2022 and 22 closed out, a net change of +15 holders.
  • The largest Coca-Cola Femsa buyer in Q3 2022 was Cullen Capital Management, an estimated $15.9M added.
  • The largest Coca-Cola Femsa seller in Q3 2022 was AQR Capital Management, an estimated $20.5M sold.

Based on aggregated 13F filings for Q3 2022.